OpenAI is gaining on Anthropic with business users, new data indicates | SpinGraph: Volatility framing
SpinGraph analysis of TechCrunch's OpenAI is gaining on Anthropic with business users, new data indicates story: volatility framing, The Fog, Spin Score 75%, m…
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OpenAI is gaining on Anthropic with business users, new data indicates
enterprise AI, customer stickiness, model releases, business adoption
Businesses are switching AI vendors frequently — not locking in with one provider This 'flop back and forth' behavior undermines assumptions about customer stickiness Investors should be cautious: enterprise AI revenue may be less predictable than assumed
Emphasizes uncertainty and investor concern while minimizing concrete evidence; avoids defining 'stickiness', 'gaining', or 'new data', making verification impossible.
Market-observer frame — positioning the claim as an insight derived from unnamed data, granting authority through implication rather than citation.
Businesses are rapidly switching between OpenAI and Anthropic as new models launch, indicating low customer stickiness in enterprise AI.
Source of the 'new data'; Definition of 'business users' (SMB vs. Fortune 500); Timeframe of observed switching behavior
Combines authoritative tone ('new data indicates') with vivid, judgment-laden language ('flop back and forth') to simulate insight, making the unverified claim feel larger and more urgent than warranted; the core tension lies between the confident assertion of relative traction and the total absence of supporting metrics, definitions, or sources.
Businesses are willing to flop back and forth as each lab releases new models, volatility that should give both companies' investors pause about how 'sticky' enterprise AI spending really is.
Extracted statistics from the source narrative
Observed switching behavior across business users