Chart of the Day · SEP 11, 2026

Anthropic vs. OpenAI vs. Google: Who Holds the Top 20?

Two labs now hold 15 of the Arena's top 20 spots. OpenAI, which held the most in Apr 2025, holds none.

Mode VC ·

The signal

Anthropic holds 8 of the Arena top 20, Google 7 and OpenAI 0. In Apr 2025 OpenAI held 9 and Anthropic 0.

Number of models from each lab in the top 20 of the Arena text board (overall), last snapshot of each month, Jan 2024 – 11 Sept 2026.

AnthropicOpenAIGoogle
Sources: Arena leaderboard dataset (lmarena-ai, CC BY 4.0) · OpenAI: GPT-6 Astra announcement · Anthropic: Claude Fable and Mythos 5.1MODE VC

Seats count model entries, so variants of one model (thinking, high, max) each take a seat; a lab that lists many variants can hold several seats with one model family. Month-end snapshots only. Snapshots include the models published in the Arena dataset that day; some preview models are missing in early 2025 (no Gemini 2.5 Pro entry appears until mid-2025), so the spring 2025 counts likely overstate OpenAI's share. The other 5 seats on 11 Sept 2026 belong to other labs.

Show the data (99 rows)
SeriesDateValueNote
Anthropic2024-01-2500 of 20 (snapshot 25 Jan 2024)
Anthropic2024-02-1500 of 20 (snapshot 15 Feb 2024)
Anthropic2024-03-2733 of 20 (snapshot 27 Mar 2024)
Anthropic2024-04-2633 of 20 (snapshot 26 Apr 2024)
Anthropic2024-05-2733 of 20 (snapshot 27 May 2024)
Anthropic2024-06-2944 of 20 (snapshot 29 Jun 2024)
Anthropic2024-07-3133 of 20 (snapshot 31 Jul 2024)
Anthropic2024-08-2822 of 20 (snapshot 28 Aug 2024)
Anthropic2024-09-2722 of 20 (snapshot 27 Sept 2024)
Anthropic2024-10-2822 of 20 (snapshot 28 Oct 2024)
Anthropic2024-11-2222 of 20 (snapshot 22 Nov 2024)
Anthropic2024-12-3022 of 20 (snapshot 30 Dec 2024)
Anthropic2025-01-2822 of 20 (snapshot 28 Jan 2025)
Anthropic2025-02-2722 of 20 (snapshot 27 Feb 2025)
Anthropic2025-03-3011 of 20 (snapshot 30 Mar 2025)
Anthropic2025-04-2300 of 20 (snapshot 23 Apr 2025)
Anthropic2025-05-2200 of 20 (snapshot 22 May 2025)
Anthropic2025-06-2411 of 20 (snapshot 24 Jun 2025)
Anthropic2025-07-2822 of 20 (snapshot 28 Jul 2025)
Anthropic2025-08-2822 of 20 (snapshot 28 Aug 2025)
Anthropic2025-09-3011 of 20 (snapshot 30 Sept 2025)
Anthropic2025-10-1733 of 20 (snapshot 17 Oct 2025)
Anthropic2025-11-2644 of 20 (snapshot 26 Nov 2025)
Anthropic2025-12-3044 of 20 (snapshot 30 Dec 2025)
Anthropic2026-01-2933 of 20 (snapshot 29 Jan 2026)
Anthropic2026-02-2655 of 20 (snapshot 26 Feb 2026)
Anthropic2026-03-3155 of 20 (snapshot 31 Mar 2026)
Anthropic2026-04-3044 of 20 (snapshot 30 Apr 2026)
Anthropic2026-05-2744 of 20 (snapshot 27 May 2026)
Anthropic2026-06-2566 of 20 (snapshot 25 Jun 2026)
Anthropic2026-07-3077 of 20 (snapshot 30 Jul 2026)
Anthropic2026-08-2777 of 20 (snapshot 27 Aug 2026)
Anthropic2026-09-1188 of 20 (snapshot 11 Sept 2026)
OpenAI2024-01-2533 of 20 (snapshot 25 Jan 2024)
OpenAI2024-02-1555 of 20 (snapshot 15 Feb 2024)
OpenAI2024-03-2755 of 20 (snapshot 27 Mar 2024)
OpenAI2024-04-2655 of 20 (snapshot 26 Apr 2024)
OpenAI2024-05-2766 of 20 (snapshot 27 May 2024)
OpenAI2024-06-2955 of 20 (snapshot 29 Jun 2024)
OpenAI2024-07-3155 of 20 (snapshot 31 Jul 2024)
OpenAI2024-08-2877 of 20 (snapshot 28 Aug 2024)
OpenAI2024-09-2777 of 20 (snapshot 27 Sept 2024)
OpenAI2024-10-2855 of 20 (snapshot 28 Oct 2024)
OpenAI2024-11-2255 of 20 (snapshot 22 Nov 2024)
OpenAI2024-12-3055 of 20 (snapshot 30 Dec 2024)
OpenAI2025-01-2855 of 20 (snapshot 28 Jan 2025)
OpenAI2025-02-2766 of 20 (snapshot 27 Feb 2025)
OpenAI2025-03-3066 of 20 (snapshot 30 Mar 2025)
OpenAI2025-04-2399 of 20 (snapshot 23 Apr 2025)
OpenAI2025-05-2299 of 20 (snapshot 22 May 2025)
OpenAI2025-06-2466 of 20 (snapshot 24 Jun 2025)
OpenAI2025-07-2844 of 20 (snapshot 28 Jul 2025)
OpenAI2025-08-2855 of 20 (snapshot 28 Aug 2025)
OpenAI2025-09-3033 of 20 (snapshot 30 Sept 2025)
OpenAI2025-10-1733 of 20 (snapshot 17 Oct 2025)
OpenAI2025-11-2622 of 20 (snapshot 26 Nov 2025)
OpenAI2025-12-3022 of 20 (snapshot 30 Dec 2025)
OpenAI2026-01-2922 of 20 (snapshot 29 Jan 2026)
OpenAI2026-02-2622 of 20 (snapshot 26 Feb 2026)
OpenAI2026-03-3122 of 20 (snapshot 31 Mar 2026)
OpenAI2026-04-3044 of 20 (snapshot 30 Apr 2026)
OpenAI2026-05-2744 of 20 (snapshot 27 May 2026)
OpenAI2026-06-2533 of 20 (snapshot 25 Jun 2026)
OpenAI2026-07-3022 of 20 (snapshot 30 Jul 2026)
OpenAI2026-08-2700 of 20 (snapshot 27 Aug 2026)
OpenAI2026-09-1100 of 20 (snapshot 11 Sept 2026)
Google2024-01-2522 of 20 (snapshot 25 Jan 2024)
Google2024-02-1522 of 20 (snapshot 15 Feb 2024)
Google2024-03-2722 of 20 (snapshot 27 Mar 2024)
Google2024-04-2611 of 20 (snapshot 26 Apr 2024)
Google2024-05-2733 of 20 (snapshot 27 May 2024)
Google2024-06-2955 of 20 (snapshot 29 Jun 2024)
Google2024-07-3155 of 20 (snapshot 31 Jul 2024)
Google2024-08-2844 of 20 (snapshot 28 Aug 2024)
Google2024-09-2722 of 20 (snapshot 27 Sept 2024)
Google2024-10-2844 of 20 (snapshot 28 Oct 2024)
Google2024-11-2244 of 20 (snapshot 22 Nov 2024)
Google2024-12-3033 of 20 (snapshot 30 Dec 2024)
Google2025-01-2822 of 20 (snapshot 28 Jan 2025)
Google2025-02-2733 of 20 (snapshot 27 Feb 2025)
Google2025-03-3033 of 20 (snapshot 30 Mar 2025)
Google2025-04-2333 of 20 (snapshot 23 Apr 2025)
Google2025-05-2233 of 20 (snapshot 22 May 2025)
Google2025-06-2433 of 20 (snapshot 24 Jun 2025)
Google2025-07-2822 of 20 (snapshot 28 Jul 2025)
Google2025-08-2822 of 20 (snapshot 28 Aug 2025)
Google2025-09-3011 of 20 (snapshot 30 Sept 2025)
Google2025-10-1711 of 20 (snapshot 17 Oct 2025)
Google2025-11-2622 of 20 (snapshot 26 Nov 2025)
Google2025-12-3033 of 20 (snapshot 30 Dec 2025)
Google2026-01-2944 of 20 (snapshot 29 Jan 2026)
Google2026-02-2655 of 20 (snapshot 26 Feb 2026)
Google2026-03-3155 of 20 (snapshot 31 Mar 2026)
Google2026-04-3044 of 20 (snapshot 30 Apr 2026)
Google2026-05-2755 of 20 (snapshot 27 May 2026)
Google2026-06-2544 of 20 (snapshot 25 Jun 2026)
Google2026-07-3055 of 20 (snapshot 30 Jul 2026)
Google2026-08-2766 of 20 (snapshot 27 Aug 2026)
Google2026-09-1177 of 20 (snapshot 11 Sept 2026)

The Mode read

Each of the three big US labs shipped a new model in the first days of September: Claude Fable 5.1, Gemini 3.8 Flash and GPT-6 Astra. A week later, the Arena gives a clear count of who holds the top tier.

Anthropic holds 8 of the top 20 seats and Google holds 7. OpenAI holds 0; its last top-20 model dropped out after the 12 Aug 2026 snapshot, and its best model is now #24. In Apr 2025 it was the reverse: OpenAI held 9 seats and Anthropic 0. The three labs together hold 15 seats, up from 5 in Sept 2025, when Chinese labs held 11 of the 20.

The top tier is now a market with two main suppliers, and the order flipped in 17 months. For a startup, a concentrated supplier market is a pricing risk. The suppliers set the price of the best model, and they can change it. A startup protects its margin with what the suppliers do not have: its own customers and the data from their work.

When two suppliers hold the top tier, your customers are your bargaining power.

What we would back: Companies whose customer data and contracts let them negotiate with any model supplier, or switch.