Anthropic's Opus 5.5 reversed OpenAI's enterprise spend-share gains, new data shows
firstadopter · x · 2026-11-01
Per Peter Walker's 2026 enterprise spend data: OpenAI gained share steadily from July, but Anthropic's September 22 Opus 5.5 release won some of it back, while Luna and the new Haiku drove token usage "kinda wild." Commentator firstadopter agrees and urges analysts to assess product release quality bottom-up rather than extrapolating with 20-tab Excel models. Competition is a good thing — product, product, product.
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