Most of the money in enterprise AI is now going to Anthropic, and it's becoming the go-to choice for companies buying AI for the first time.

Anthropic chose an enterprise-focused business model over a consumer one to avoid business incentives that might compromise safety, such as maximizing engagement or dealing with "slop."

Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft.

Anthropic appears to be trying to become part of the operating layer inside banks, insurers, and finance teams.

Anthropic's financial services customers include Goldman Sachs, Visa, Citi, and AIG.

Ramp's AI index shows that Anthropic was already having its biggest month ever.