Data from Mercury (a bank for startups) on client spending on AI providers.
Q4 2022: Anthropic ~22%, OpenAI ~78%
Q4 2025: Anthropic ~52%, OpenAI ~48%
Q1 2026: Anthropic ~67%, OpenAI ~33%
The trend is clear - new startups are increasingly choosing Claude.
Claude Code and Opus 4.5 have become a turning point, and startups are the fastest to adapt to new tools.
