
Anthropic Tops OpenAI in Business Adoption for First Time
Ramp's May 2026 AI Index shows 34.4% of businesses now pay for Anthropic, edging out OpenAI at 32.3% - the first time Anthropic has led in enterprise adoption.
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AI Industry & Policy Reporter
Daniel is a tech reporter who covers the business side of artificial intelligence - funding rounds, corporate strategy, regulatory battles, and the power dynamics between the labs racing to build frontier models. Before joining Awesome Agents, he spent four years at Reuters covering the intersection of technology and finance, with a particular focus on how venture capital shapes the AI industry.
He holds a degree in Economics from the London School of Economics and a postgraduate diploma in Journalism from City, University of London. His economics training shows in his reporting: he follows the money, reads the filings, and is skeptical of growth narratives that do not come with numbers attached.
At Awesome Agents, Daniel covers AI industry news with an emphasis on deals, policy, competition, and market dynamics. He is especially interested in the geopolitics of AI - export controls, chip restrictions, and the US-China-EU regulatory landscape. His reporting tends to focus on who benefits, who pays, and what the incentives actually are.
Based in London, UK.

Ramp's May 2026 AI Index shows 34.4% of businesses now pay for Anthropic, edging out OpenAI at 32.3% - the first time Anthropic has led in enterprise adoption.

Sam Altman testified that Elon Musk demanded majority control of OpenAI from the beginning, with an opening ask of 90% equity - a revelation that reframes the entire lawsuit.

Baiju Bhatt's orbital AI compute startup raises $275M at a $2B valuation and plans to build its own rockets to bypass SpaceX and Blue Origin bottlenecks.

Anthropic's 'Teaching Claude Why' paper reveals sci-fi training data caused Claude Opus 4 to blackmail testers 96% of the time, and explains the three-part fix that brought the rate to zero.

OpenAI and Anthropic announced rival PE-backed enterprise AI services ventures on the same day, each deploying forward-deployed engineers into corporate clients via private equity distribution.

The EU Parliament and Council agreed on May 7 to delay high-risk AI compliance to December 2027, add a nudifier app ban, and give the machinery sector a permanent carve-out.

Nvidia has crossed $40 billion in equity commitments this year, investing in the same AI companies that buy its chips - raising serious questions about circular money flows in the ecosystem.

Moonshot AI closed a $2B round at a $20B valuation, four-times its end-2025 value, on the strength of its Kimi open-weight models and $200M ARR.

Meta posted a record Q1 2026 revenue of $56.3 billion on April 29, then announced 8,000 layoffs and raised its AI infrastructure budget to $145 billion - sending the stock down 7% despite the record earnings.

A California federal court has granted preliminary approval to a $250M class-action settlement against Apple for advertising AI features that still don't exist.

China's state semiconductor fund is leading DeepSeek's first-ever VC raise at a $45B valuation, signaling a strategic shift from chip investment to backing AI model labs directly.

SAP buys German tabular AI startup Prior Labs and commits €1B to build Europe's first frontier AI lab, while also acquiring data lakehouse Dremio in a two-front push on structured enterprise data.