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News of OpenAI’s Codex’s growth also comes amid reports of surging business adoption for Anthropic’s products. Data released by Ramp, a software company that handles expense management, show that Anthropic’s marketshare of business AI chatbot invoices has climbed to more than 60% in February, from just over 10% a year earlier. Meanwhile, Ramp’s figures showed OpenAI’s business marketshare falling to about 35%, down from almost 90% the year before. Anthropic CEO Dario Amodei also told a conference this week that his company was operating at a $19 billion annualized revenue run rate, a figure that climbed by $6 billion in February.
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The economic fallout is already being felt globally. Gas prices across the U.S. jumped $0.11 overnight on Tuesday. While Trump insisted Tuesday oil prices would eventually drop “lower than even before,” the immediate reality is one of mounting uncertainty and geopolitical friction. Allies including Spain and the U.K. refused to participate in the initial strikes, with Spain’s President Pedro Sánchez declaring the war a violation of international law, prompting Trump to respond by threatening to cut off trade with the country.