Anthropic just passed OpenAI on Ramp's business adoption index. That lead is real.
What built it is also what makes it fragile: about 8% of firms switch AI providers every month, and about 43% of Anthropic's customers came from another vendor. The same low switching cost that filled the funnel can empty it.
Intelligence is getting cheaper to copy. Google and Microsoft already own the front door. Anthropic has to keep re-buying the lead through training and inference spend.
For builders: multi-model is the rational default. Put the value in your app and workflow layer, keep model costs separable, and watch the first quarter a rival model is clearly better.
Friend link (no paywall):
https://pub.towardsai.net/anthropics-lead-is-real-its-moat-isn-t-7c3f56836084?sk=3958716fcecf2c05b8a58421c1fc604a
Canonical:
https://pub.towardsai.net/anthropics-lead-is-real-its-moat-isn-t-7c3f56836084
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