OpenAI and Anthropic are seeing shifts in developer engagement as growth flattens or moves toward internal tools and cheaper alternatives. OpenAI currently records approximately 85.8 million SDK downloads per month, while Anthropic reaches 72.7 million.
Anthropic maintains a strong position in coding agents, with Claude Code representing about 81% of public commits on GitHub. In contrast, OpenAI Codex has recorded 5.1 million lifetime pull requests. However, annual recurring revenue growth for Claude Code has slowed to single digits.
Documentation traffic for AI assistants remained at 39% from July to October 2026, though the composition changed. Traffic from ChatGPT fell by roughly 70% after August 21, 2026, while interest in Claude increased.
The Ramp AI Index indicates a decline in overall AI spending, linked to price cuts and market competition. Open-source models account for less than 5% of business expenditure. Meta reduced its Claude Code usage from 60,000 to 30,000 users, and Microsoft cut its projected spend on Anthropic by over one-third.
