Ramp data: Astra takes 13% of enterprise AI spend vs Fable's 8%
aleximm · x · 2026-09-16
Per Ramp data, Astra now captures 13% of enterprise AI spend versus Fable's 8%, with OpenAI winning frontier enterprise budgets. The cited analysis argues Anthropic took a big risk by pacing the frontier while its model already lags on adoption, and that OpenAI's growth comes largely from switches from Sol and some Anthropic models plus net-new usage — suggesting it retains pricing power with a competitive frontier model.
More from Venture
- OpenRouter spend flips to OpenAI over Anthropic for first time in 2.5 years — firstadopter · 2026-09-16
- DoorDash, Siemens, Airbnb shift to cheap Chinese open-weight models — carlbfrey · 2026-09-16
- McKinsey: Sovereign AI TAM to hit $500-600B by 2030, 30-40% of AI demand — Beth_Kindig · 2026-09-16
- Instacart founder hiring Head of Technical Investing after betting on Cognition and SSI — ericjang11 · 2026-09-16
- AI coding agent startup Factory tops $400M raised, valuation more than triples since April — annbordetsky · 2026-09-16
- Poolday raises $11M for a video agent that edits, assembles and QAs itself — azed_ai · 2026-09-16