ChatGPT Is Dropping Floor to Rivals—Right here Are Some Numbers – Decrypt

For a very long time, “ChatGPT” was virtually synonymous with “AI.” That shorthand is getting more durable to defend.

In keeping with SimilarWeb’s newest net visitors knowledge, ChatGPT commanded 77.6% of worldwide generative AI web site visitors in Could 2025. By April 2026, that share had dropped to 53.7%. Nonetheless the chief—nevertheless it’s misplaced roughly 24% in 12 months.

The bottom it is ceding is not going to a single challenger. Google’s Gemini went from 7.27% to 26.7% in the identical window—practically quadrupling its share. Claude jumped from 1.37% to 7.95%, a near-sixfold improve.

Grok, Perplexity, and DeepSeek additionally grew, although much less dramatically. The AI market is fragmenting, and OpenAI is carrying the price of that fragmentation greater than anybody else.

It is price being exact about what net visitors share truly measures. It counts visits to chatbot web sites—not API calls, enterprise contracts, or the utilization baked into third-party apps. Somebody opening ChatGPT.com to put in writing an electronic mail counts. A developer routing tens of millions of API calls via Claude doesn’t. So the net visitors numbers present shopper mindshare greater than income or deployment at scale.

And that is the place the second knowledge set is available in—and it tells the same story. The Ramp AI Index, which tracks paid AI subscriptions throughout greater than 50,000 U.S. companies, printed its Could 2026 replace this week. And, for the primary time ever, extra corporations on Ramp’s platform are paying for Anthropic than for OpenAI.

Anthropic’s adoption rose 3.8% in April to 34.4% of companies; OpenAI fell 2.9% to 32.3%.

Ramp lead economist Ara Kharazian referred to as it “a shocking reversal.” A 12 months in the past, solely 9% of companies on the platform have been paying for Anthropic in any respect. That quantity has now quadrupled. OpenAI, in the meantime, grew its enterprise adoption by simply 0.3% over the identical 12 months.

The engine behind Anthropic’s enterprise surge is basically Claude Code, the corporate’s agentic coding instrument, which has been increasing quickly in developer groups at companies of each measurement. Uber’s CTO publicly famous the corporate blew via its total 2026 AI price range in 4 months—pushed largely by Claude Code utilization—with per-engineer month-to-month API prices operating between $500 and $2,000.

One nuance the Ramp knowledge cannot totally seize: OpenAI pushed again via a spokesperson, noting that its largest enterprise offers do not stream via company playing cards. “We’re driving enterprise transformation at scale,” the corporate mentioned, per Axios. “These should not engagements the place clients pay with a bank card.” That is a good level—Ramp’s methodology captures a large however imperfect slice of enterprise spending.

Nonetheless, Ramp does not suppose the lead might be simple to carry. The report flagged three particular dangers: Anthropic’s token-based pricing mannequin incentivizes pushing customers towards dearer fashions; Claude has skilled service outages and high quality complaints in current weeks; and newer, cheaper inference platforms are rising quick on Ramp’s personal knowledge. The index notes that OpenAI’s Codex does related developer duties at decrease price, with minimal friction to change.

Merchants and buyers are being attentive to all of this. As Decrypt beforehand reported, Anthropic’s shares on secondary buying and selling platform Forge World have been hovering round $1 trillion—above OpenAI’s $880 billion on the identical platform. Three months in the past, Anthropic’s secondary market valuation was $380 billion. That is the market’s manner of claiming it believes the present trajectory is actual, even when untimely.

Each OpenAI and Anthropic pushed again towards these markets, however nonetheless these statistics are an honest thermometer, if even on comparatively illiquid markets, of what the worldwide market is anticipating and the way persons are seeing these corporations.

In the meantime, Google’s Gemini has been gaining floor since no less than mid-2025, with its Android integration giving it structural distribution benefits that different challengers merely do not have. ChatGPT was constructed on novelty and first-mover benefit. Each are fading belongings. OpenAI’s subsequent take a look at is whether or not it may possibly rebuild the lead on substance—Codex development and enterprise contract wins are the 2 figures Ramp says it’s going to be monitoring subsequent month.