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This article discusses the second phase of Project Vend, where Anthropic improved their AI shopkeeper, Claudius. Changes included upgraded models, new tools for business operations, and the introduction of a CEO to enhance performance, leading to better outcomes despite some ongoing challenges.
Ara Kharazian highlights that 1 in 5 businesses on Ramp now use Anthropic, up from 1 in 25 last year. However, most of this growth comes from existing OpenAI customers, as 79% of Anthropic's users also use OpenAI. Churn rates for both companies are nearly identical.
Anthropic recently closed a loophole that allowed users to access their services through third-party coding agents, upsetting many customers. This decision risks alienating their user base and strengthening competitors like OpenAI, who are capitalizing on the situation.