News of OpenAI’s Codex’s growth also comes amid reports of surging business adoption for Anthropic’s products. Data released by Ramp, a software company that handles expense management, show that Anthropic’s marketshare of business AI chatbot invoices has climbed to more than 60% in February, from just over 10% a year earlier. Meanwhile, Ramp’s figures showed OpenAI’s business marketshare falling to about 35%, down from almost 90% the year before. Anthropic CEO Dario Amodei also told a conference this week that his company was operating at a $19 billion annualized revenue run rate, a figure that climbed by $6 billion in February.
Investors are not ready for a true shock
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