Top AI models diverge: GPT to C, Claude to B
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The global AI market is exhibiting a clear trend of user group differentiation. Latest data from industry giants OpenAI and Anthropic shows that ChatGPT is becoming the top choice as a personal life assistant, while Claude dominates in enterprise automation deployments.
According to previous reports from Wind News Trading Desk, Barclays stated in its latest research note that data shows Anthropic’s API business accounts for as much as 90% of its revenue, far exceeding OpenAI’s 26%, highlighting Claude’s strong position in the B2B market.
User behavior analysis further validates this differentiation trend. According to the Anthropic Economic Index Report, 77% of Claude’s users focus on business applications and 36% use it specifically for programming tasks, exhibiting clear enterprise-level characteristics. In contrast, OpenAI research shows that 73% of ChatGPT’s use cases are unrelated to work, with it serving more as a personal assistant.
Analysis points out that the two top global AI models have diverged in their commercial paths: Claude, leveraging its advantages in API integration and enterprise automation, is reshaping the B2B AI service landscape, while ChatGPT continues to solidify its leadership in the consumer market.
Claude Establishes Leading Edge in API Market
According to Wind News Trading Desk, Barclays previously stated that Anthropic has built significant competitive barriers in the enterprise AI services market.
Data shows that 90% of Anthropic’s revenue comes from API business, while only 26% of OpenAI’s revenue is from this channel, with most of its income still relying on ChatGPT consumer products.
Revenue growth data further highlights Claude's strong momentum in the B2B market.
Anthropic’s API business is projected to reach $512 million in revenue for 2024, expected to surge to $3.907 billion in 2025—a year-over-year growth of 662%. In comparison, OpenAI’s API business is estimated to generate $1 billion in 2024 and is expected to grow to $1.8 billion in 2025, with an 80% increase.
Analysis points out that this income structure difference reflects the different strategic focuses of the two companies. Claude is focused on providing programmable integrated AI capabilities to enterprise clients, while ChatGPT relies more on the subscription-based consumer service model.
Usage Scenario Differentiation Confirms Business Positioning Differences
User behavior data further verifies the different positioning of the two leading AI models.
According to the Anthropic Economic Index Report, Claude users show distinct commercialization traits: 77% of use cases are related to business applications, and 36% are specifically for programming tasks.
Among API clients, this trend is even more pronounced: 77% of enterprises use Claude in automation models, mainly for task delegation rather than collaborative interaction.
OpenAI’s research depicts a completely different scenario.
Based on the analysis of chat records from 1.5 million users, non-work use has become the primary application scenario for ChatGPT. In June 2024, work and personal use were roughly equal, but by June 2025, non-work use accounted for 73% of all conversations.
Out of more than one million categorized conversations, “practical guidance” made up 28.3%, covering personal needs like daily advice, academic help, and fitness guidance, with writing assistance in second place.
The difference in usage frequency for programming tasks is also telling. 36% of Claude users are engaged in programming-related work, while only 4.2% of ChatGPT conversations are about programming, further highlighting differences in target user groups.
Enterprise Automation Demand Drives Claude's Growth
Claude’s success in the enterprise market is due to its precise grasp of automation needs.
API data shows that enterprise clients mainly use Claude for programmable, integrated task execution, rather than collaborative human-computer interaction. This usage pattern aligns closely with enterprise needs for efficiency and scalability.
In terms of task distribution, 44% of Claude’s API clients’ usage focuses on computer and mathematics-related tasks—much higher than the 36% on the Claude.ai platform. Meanwhile, tasks related to office and administrative management account for about 10%, reflecting strong demand for office automation. Enterprises are also deploying Claude for areas such as marketing material creation and business recruitment data processing.
Surprisingly, enterprises are relatively insensitive to the cost of AI usage.
For every 1% increase in cost, usage frequency drops by just 0.29%, indicating that model capability, ease of deployment, and economic value are more important than cost. The most expensive tasks often have the highest usage; computer and mathematics tasks have costs over 50% higher than sales-related tasks, yet they dominate in usage volume.
Geographic Distribution Reflects Different Market Strategies
The geographic usage patterns of the two major AI models also reflect differences in market positioning.
Claude’s usage rate has a strong positive correlation with national GDP—every 1% increase in per capita GDP leads to a 0.7% rise in Claude’s usage rate. Technologically advanced small economies such as Israel and Singapore lead the world in Claude adoption.
In the US market, Washington D.C. and Utah lead in per capita Claude usage, reflecting the high demand from government and tech industries for enterprise-grade AI tools. This distribution pattern is consistent with Claude’s positioning toward high-value enterprise clients.
ChatGPT, on the other hand, presents a broader trend of global penetration.
OpenAI research shows that ChatGPT’s growth rate in poorer countries surpasses that in wealthier countries, with a much more diverse user base. As of June 2025, 52% of ChatGPT users are female, and nearly half are aged between 18 and 25.
Differentiated Technical Capabilities Shape Competitive Landscape
Claude and ChatGPT’s different technical emphases are shaping their respective competitive advantages.
Claude excels in code generation, debugging, and solving technical problems, which is closely related to its success in the API market.
The developer community’s rapid adoption of new tools, combined with relatively low organizational barriers for individual developers, has laid the foundation for Claude’s enterprise-level applications.
ChatGPT, meanwhile, is more advantageous for information retrieval and personal guidance.
"Information search" has become ChatGPT’s third largest usage scenario, with users treating it as an alternative to web search. Analysis says that this usage model poses potential challenges to traditional search engines like Google and provides OpenAI with opportunities for new revenue sources in advertising and e-commerce recommendations.
The difference between Claude and ChatGPT in human-machine collaboration modes is also noteworthy.
Claude users are more inclined to delegate entire tasks to AI, reflecting enterprises’ preference for automation. ChatGPT users, on the other hand, tend to engage in collaborative interaction, aligning with individuals’ needs for learning and exploration.
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