The biggest shift in enterprise AI just showed up in the data. Ramp’s AI Index shows Anthropic overtook OpenAI in enterprise subscription spend after the Pentagon backlash turned a policy fight into a brand. And Carina Hong, a 24-year-old Stanford dropout, just raised $200M at a $1.6B valuation to build an AI mathematician with a team she poached from Meta. The incumbents are losing on two fronts: customers and talent.
This week on The AI Trade: Live:
→ Ara Kharazian, Ramp’s chief economist, on the March AI Index and Anthropic’s enterprise takeover
→ EXCLUSIVE: Carina Hong, CEO of Axiom — building the reasoning layer the big labs can’t crack
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LIVE: AI’s new power brokers: Ramp’s chief economist and the 24-yr-old taking on Big AI — 3/12/2026
