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OpenAI captures enterprise spend
Google will pay $1.4B to Texas to settle privacy lawsuits
Algot Persson
May 10, 2025
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In Today’s Issue:
OpenAI captures enterprise spend
Google will pay $1.4B to Texas to settle privacy lawsuits
Read time: 2 minutes
OpenAI captures enterprise spend
OpenAI has captured a larger share of enterprise AI spend. 32% of U.S. businesses are paying for OpenAI, compared to 8% for Anthropic and 0.1% for Google. This comes from new statistics from the payment handler Ramp. Ramp’s AI Index, based on credit card and billing data from around 30,000 U.S. companies, shows that 32.4% of businesses were paying for OpenAI products in April, up from 18.9% in January. Ramp economist Ara Kharzian wrote: “OpenAI continues to add customers faster than any other business on Ramp’s platform.”
OpenAI’s own numbers reported 2 million business users in April, doubling its count from September. It’s projected to reach $12.7 billion in revenue this year, with plans to launch “AI Agents” for special engineering and research use cases. With Google having the leading LLM model based on pure performance, is this a way for OpenAI to capture market share and compete long-term for the best model?
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Google will pay $1.4B to Texas to settle privacy lawsuits
Google has agreed to pay $1.4 billion to the state of Texas to settle two major lawsuits that accused the company of illegally collecting biometric data and tracking users’ locations without proper consent.
The suits, brought by Texas Attorney General Ken Paxton in 2022, focused on three key products: Google Photos, which allowed users to search by face; Google Nest cameras, which offered facial recognition for visitor alerts; and Google Assistant, which could identify users by voice.
Another part of the case accused Google of misleading users about Incognito mode and continuing to track their movements even when location history was turned off. The lawsuits were filed under Texas laws covering deceptive trade practices and biometric privacy. “This settlement holds Google accountable for years of privacy violations,” Paxton said in a statement. Texas law allows the state to seek up to $25,000 per biometric violation.
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