OpenAI and Anthropic each draw 80% of their enterprise revenue from the top 1% of their customers, a ratio that hasn’t budged as the paying base widens, according to Ramp. Lead economist Ara Kharazian said on LinkedIn that no other software category the company tracks carries concentration risk at this level. Two customers account for much of Anthropic’s share, with Cursor and GitHub Copilot together driving roughly $1.2 billion of the $5 billion the company reached last year, per VentureBeat, and GitHub belongs to Microsoft, which has put $13 billion into OpenAI. OpenAI hasn’t said what any single customer contributes, though it reported that its API has served over 10 billion tokens apiece to more than 9,000 organizations, with close to 200 crossing 1 trillion.
