😺 Claude is now the #1 business AI

Q: Anthropic overtook OpenAI in U.S. business adoption for the first time (34.4% vs 32.3%) per Ramp's M

Anthropic overtook OpenAI in U.S. business adoption for the first time (34.4% vs 32.3%) per Ramp's May 2026 spending data, driven by Claude Code hitting $2.5B annualized revenue.

Q: Palo Alto Networks warned AI-driven cyberattacks are now the new norm, while the UK AI Safety Instit

Palo Alto Networks warned AI-driven cyberattacks are now the new norm, while the UK AI Safety Institute found autonomous AI cyber capability doubles every 4.7 months.

Q: Apple is reportedly adding AI agent support to the App Store ahead of WWDC, potentially allowing age

Apple is reportedly adding AI agent support to the App Store ahead of WWDC, potentially allowing agents to be discovered and run directly from iPhones.

The Neuron·Thursday, May 14, 2026·7 min read

AI/ML Technology Business

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AI Summary

Anthropic has overtaken OpenAI in U.S. business adoption for the first time, reaching 34.4% vs OpenAI's 32.3% per Ramp's May 2026 spending data, driven largely by Claude Code's $2.5B annualized revenue. Palo Alto Networks warned AI-driven cyberattacks are becoming the new norm, while Apple is reportedly building AI agent support directly into the App Store ahead of WWDC. The newsletter also covers Notion's new developer platform, a Claude Skills productivity tip, and several new AI tools.

Key Facts

✓Anthropic overtook OpenAI in U.S. business adoption for the first time (34.4% vs 32.3%) per Ramp's May 2026 spending data, driven by Claude Code hitting $2.5B annualized revenue.

✓Palo Alto Networks warned AI-driven cyberattacks are now the new norm, while the UK AI Safety Institute found autonomous AI cyber capability doubles every 4.7 months.

✓Apple is reportedly adding AI agent support to the App Store ahead of WWDC, potentially allowing agents to be discovered and run directly from iPhones.

Author Takes

BullishThe Neuron

Anthropic's upselling criticism

The complaint that Claude upsells users to pricier models is a strange criticism to level at a company gaining market share — 'they upsell too well' is a weird thing to complain about when you're losing.

BullishThe Neuron

Anthropic vs OpenAI enterprise race

Both companies are racing toward IPOs potentially this fall, and Anthropic's enterprise data shift means it is now negotiating from a position of strength.

Contrarian Angle

Enterprise AI Stickiness Beats Consumer Downloads

Anthropic winning enterprise contracts creates compounding advantages — contracts renew annually, expand over time, and get embedded in infrastructure requiring full procurement cycles to switch, making enterprise wins far more durable than consumer mindshare.

Conventional AI coverage focuses on consumer adoption and benchmark scores, but enterprise procurement cycles create moats that are invisible in typical usage metrics

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