OpenAI's Lead Is Shrinking, And Anthropic's Coming In Hot

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OpenAI may still dominate the consumer AI race, but the pace of growth is starting to look less rocket-ship and more down-to-earth.

ChatGPT is already huge, and once you're at that kind of scale, every extra chunk of growth gets harder to win. You can see OpenAI leaning into that reality by pushing more toward business customers, where the budgets are bigger and the usage is stickier.

The twist is that this is exactly where Anthropic has been gaining ground. A lot of the demand it's seeing is coming from coding and developer tools, and it's now actually nipping at OpenAI's heels - or even edging ahead, depending on how you count.

And investors have been noticing.