00:0182%. That's how much business spend on OpenAI is growing quarter over quarter versus Anthropic's
00:0976%. So what's your initial takeaway from this figure? For most of AI's development since 2023
00:15onwards, we saw that OpenAI was the dominant player. Anthropic was a smaller player. That
00:21started to change in 2025, beginning of 2026, where Anthropic became the most popular provider
00:26for businesses of AI services and solutions, 70-30 in terms of the ratio of who's picking
00:31Anthropic versus OpenAI for new buyers. And then now we're seeing it switch again. So
00:36OpenAI is actually growing faster than Anthropic. And so you can see how for two companies that
00:40are increasingly jockeying to make it to market and have blowout IPOs, you're having the financial
00:48side of things trying to project where are these companies going to land? The balance of
00:53power between these two companies can shift quarter over quarter, essentially. Yes, and
00:57it's probably not the kind of market that's going to be taken over by one single company.
01:02As companies become more advanced in terms of their AI adoption, they rarely settle on
01:07one single vendor. Companies that are more advanced in terms of AI adoption typically use
01:11multiple models. They're likely to use OpenAI and Anthropic. Now their share of spend between
01:16the two will oscillate.
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