According to a recent LinkedIn post from Rwazi, Anthropic is described as having rapidly gained share among U.S. businesses paying for AI services, reaching an estimated 30.6% versus OpenAI at 35.2%. The post frames the key issue not as current market share, but as the trajectory of adoption, highlighting Claude Code and enterprise uptake as drivers of Anthropic’s growth.
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The post also references much smaller reported shares for Google at 4.3%, xAI at 1.9%, and DeepSeek below 0.1%, suggesting that most competitors are fighting for relevance rather than leadership. This framing implies a market increasingly dominated by two providers, raising questions about future enterprise pricing power, contract terms, and customer dependency risk if concentration continues.
For investors following Rwazi, the post indirectly emphasizes the value of data-driven insights into AI adoption trends, as it promotes upgrading to a paid subscription for its Market Mosaic product. If Rwazi can position itself as a key analytics provider on enterprise AI usage and vendor concentration, this could support recurring subscription revenue and strengthen its role within the AI and data-intelligence ecosystem.