Ramp 数据：Astra 已占企业 AI 支出 13%

Ara Kharazian @arakharazian原推发布于 2026.09.16

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OpenAI is winning enterprise spend at the frontier. As of this week, Astra takes 13% of enterprise AI spend vs. Fable (8%) per Ramp data. Some early thoughts: 1. Anthropic took a big risk in its recent call to pace the frontier. It's frontier model has already fallen behind on adoption. 2. OpenAI's growth is primarily coming from shifts from Sol and some Anthropic models, net-new usage too. That's good for them and suggests some pricing power remains by having a good, competitive frontier model.