The post argues that Chinese and open-source models won’t meaningfully dent OpenAI or Anthropic revenue, citing the latest Ramp AI Index: Anthropic has extended enterprise adoption to 42% of businesses, OpenAI’s business usage is flat, and a Chinese model (DeepSeek) registers just 0.3% business use.
Author claims Chinese and open-source models are overrated as threats to OpenAI and Anthropic’s revenue.
I think Chinese and open source models are being overrated in terms of their revenue impact on OpenAI and Anthropic
First, our latest Ramp AI Index shows Anthropic extend its gains in enterprise (42% of businesses use it). OpenAI is flat. DeepSeek at 0.3% of businesses.