Anthropic revenue is concentrated among the top 1% of customers, who account for 46% of all spend, up from 25% last August.

Consumer AI spending is shifting: ChatGPT is losing share to Claude and Gemini. Claude’s share more than doubled from 7% to 19% over the past year, while Gemini rose from 12% to 18%. ChatGPT fell from 76% to 57%. And the consumer AI landscape is still evolving. Stay tuned for Muse data coming soon.

Miro was acquired today at a 90% discount to its last valuation. The company reported ARR of more than $500 million in October 2024 and approximately $600 million today, suggesting modest growth. YipitData’s spend data, covering 1.5 thousand U.S. businesses and 4 million U.S. consumers, tells a more concerning story: both customer count and revenue have declined steadily since September 2025. Explore near-real-time performance data on 250,000+ private AI and software companies: yipitdata.com/private-invest…

Who topped our latest AI and SaaS breakout list? @ollama , @NousResearch , and @moonshot , Every month our customers get a list of breakout companies based on our proprietary B2B spend panel that tracks software adoption across 1,300+ mid-market and enterprise companies. Using observed customer behavior, we can flag breakouts months before they show up in funding rounds, headcount, or trade press. Want to see what AI and SaaS companies are breaking out right now? Connect with our team: yipitdata.com/private-invest…

AI adoption is broadening: OpenAI and Anthropic are now used by over 75% of businesses, while nearly 40% use Cursor.

Spending on open-weight and China-based providers is up 734% year-over-year in July, though overall usage is still low.

Anthropic Y/Y spend growth decelerated in July as user growth slows. Total customer spend with Anthropic was up ~2,800% Y/Y but decelerated for the first time, while customer growth also decelerated for the 2nd consecutive month.

Every month we highlight 50 of the fastest-growing AI and software vendors from our proprietary B2B spend data. This month we added card coverage and a few new names stand out – @ollama is up 90x Y/Y in customer count, while @NousResearch is breaking out meaningfully amongst a prosumer base. Other highlights – @Kimi_Moonshot (Moonshot AI) (Moonshot AI) is up 20x and @DoppelHQ leads the pack on average deal size at $91K. Curious which AI and SaaS companies are breaking out next? Sign up and get every month's breakouts sourced from our proprietary B2B spend panel — tracking real software adoption across 1,300+ mid-market and enterprise companies, using observed behavior before it shows up anywhere else. 👉 lnkd.in/dTHDJSns

We flagged @greptile in our June AI breakouts report (DM us to learn more). Our data shows the same inflection point and shape as the chart @paulg posted. From our platform tracking revenue trends across 200K+ AI & software companies:

We flagged @greptile in our June AI Breakouts report (DM us to learn more) — same inflection point, same shape as the chart @paulg posted. From our platform tracking revenue trends across 200K+ AI & software companies:

We flagged Greptile as a breakout company in our July report: same inflection point, same shape as the chart above. Always nice when the data agrees with @paulg.

The AI race isn't just about revenue. Our latest Anthropic update shows @AnthropicAI and @OpenAI added a similar number of >$100K ARR customers in June, offering another look at how enterprise adoption is evolving.

Here’s a preview of the 50 fastest-growing AI and software vendors in our B2B spend. This is a recurring report we send exclusively to our customers showing which companies crossed our growth threshold that month. This month, three new breakouts made the list including @Meet_campfire (AI ERP, 5x Y/Y customer growth) and @Xbow (autonomous AI pentesting, 13x Y/Y customer growth). To build this list, we use a proprietary B2B spend panel tracking real software adoption across 1,300+ mid-market and enterprise companies. Using observed customer behavior, we can flag breakouts months before they show up in funding rounds, headcount, or trade press. Want to know what AI and SaaS companies are breaking out? 👉 yipitdata.com/private-invest…

Everyone believes token prices are falling with the rise of open-source/China-based models. Our data says it's more complicated. We analyzed nearly 2 quadrillion annualized tokens to see what's really happening. Read more: yipitdata.com/resources/clou…

👀 Lavender AI's customer growth has taken a downturn. For this AI sales assistant, our latest B2B spend data shows observed customers declining ~30% over the last 6 months, while enterprise customer count fell to zero in the last two months. Is this normal volatility or a sign of broader pressure in sales AI? More data: yipitdata.com/resources/blog…

📉Which AI and software companies are losing customers? We spend a lot of time talking about breakout companies. But declines in customer adoption and spend can be just as revealing as growth. Our latest analysis looks at Lavender AI, Sketch, and Workable to explore what changing buyer behavior may be telling us about software consolidation, AI disruption, and competitive pressure. yipitdata.com/resources/blog…

We're excited to sponsor the @neudatalab New York Summer Data Summit on June 11! If you're attending, stop by Booth AN on Floor 1 to learn how investors are leveraging YipitData's growing suite of proprietary and exclusive alternative datasets to generate alpha, forecast KPIs, and build conviction across sectors. If you'd like to meet with our team during the event, schedule time with us using the link here: yipitdata.com/investor/reque… #alternativedata #neudata

💄Which beauty brands are breaking out right now? Our latest consumer data — across Amazon, TikTok Shop, Sephora, Costco, and more — reveals who's scaling fastest in the beauty category, from K-beauty winners like @SkintificTH wellness brands like Threshold. Check it out in the first of a new Signals series focused on emerging consumer brands…starting with beauty. lnkd.in/eXwGdxg4

Anthropic via AWS has been a known story for months. But Claude models are now taking off through GCP Vertex AI too. We're seeing it in real-time across our $20B cloud spend dataset — down to the model, customer, and product level across AWS, Azure, GCP, and OCI. Want to see the data? → yipitdata.com/investor/reque…

📈📉 Anthropic’s rise is creating clear winners — and losers — across software. To dig into the trends, we analyzed spending patterns across @AnthropicAI-heavy companies to see which software vendors are benefiting from Claude adoption — and which ones may be getting displaced. See who’s winning and losing across GTM, collaboration, compliance, and more. Full data + analysis: yipitdata.com/resources/blog…

Anthropic isn’t just growing fast on AWS Bedrock — it’s increasingly squeezing out other model providers. Our latest data shows observed Claude Sonnet & Opus token consumption across SMB + Enterprise AWS customers is up nearly 8x in 2026 so far, materially ahead of competing models across Bedrock, GCP Vertex AI, Azure Foundry, and OpenAI. Powered by our exclusive Cloud dataset tracking $20B in spend across AWS, Azure, GCP, and OCI. Interested in how this data can support your team? Connect with us here: yipitdata.com/investor/reque…

The compliance AI market is splitting in two. Our Signals data across 1,300+ companies shows @TrustVanta dominating mid-market adoption and spend — while @DrataHQ pulls ahead among large enterprises. See what else our B2B transaction data reveals about adoption, retention, and switching across Vanta, Drata, Sprinto, and Secureframe: yipitdata.com/resources/blog…

📝 Here’s an interesting note: @meetgranola saw 4x net new customers this February as compared to the previous six-month average. And how are Otter, Fireflies.ai and Fathom doing in the AI note taking space? Check out the latest data on adoption, spend, and churn: yipitdata.com/resources/blog…

We’ve been testing a new dataset tracking enterprise B2B spend across 2,600 global tickers. Strongest coverage: CPG, Software, Industrials. • Daily data (T+2) • PIT history back to 2018 • Exclusive distribution rights + never been in market before — Example from a recent case study 👇 Stocks are sorted into quantile monthly according to their growth ranking. The average 21-day forward excess return is then calculated for each quantile. Top quantile → positive excess returns Bottom quantile → negative returns Chart below shows clear signal predictability across US names (Oct 2019–Mar 2026). Speak to the team: yipitdata.com/investor/reque…

🚀 Which AI & software companies are breaking out right now? Hint: If you’re waiting on headlines and headcount reports, you’re already too late. Early-stage winners show up in customer adoption and spend growth. Based on these growth metrics, our latest data highlights a small cohort that are building real momentum. See the full breakout list of 12 companies: yipitdata.com/resources/blog…

ElevenLabs controls ~98% of category spend in voice AI, according to our most recent data. Can anyone catch them? See how competitors like Murf AI and LOVO compare: yipitdata.com/resources/blog…

📊Is n8n taking share from Zapier? In the workflow automation space, our data shows that companies using both tools are ~2x more likely to drop Zapier. See more on where n8n is gaining traction (and where it isn’t): yipitdata.com/resources/blog…

🔥 The AI video editing space is heating up – everyone’s experimenting with these tools. But our data shows that after companies use both Veed + Descript, they’re ~2x more likely to keep Descript. See more on adoption, monetization, and competitive switching dynamics here: yipitdata.com/resources/blog…

HeyGen just passed Synthesia in mid-market customer count 🔥 Early signs of success in monetization are also evident. Synthesia still dominates on total spend, but could HeyGen be the next category leader? Full analysis here 👇yipitdata.com/resources/blog…

YipitData will present our data feed portfolio at Future Alpha NYC (March 31–April 1), including new B2B datasets. Interested in how investors use alternative data to generate alpha? Comment below for details or email summit_support@yipitdata.com to book a time.

B2B spend data shows top mid-market AI adopters are reallocating budget away from $ASAN, while the lowest AI adopters are still ramping. Is this an early warning sign for Asana? Check out our blog for the full breakdown 👇 yipitdata.com/resources/blog…

Are companies leaving CodeRabbit for Greptile? We just expanded coverage to 250K companies. The mid-market data shows Greptile growing fast — but CodeRabbit still leads in adoption and ACV. Full breakdown👇 yipitdata.com/resources/blog…

Mid-market early AI adopters are cutting spend on Asana, Atlassian, and monday.com. If the next generation isn’t building its workflows around PM tools, what does that mean for the future of Asana, Atlassian, and monday.com? 👉bit.ly/4bn0g64

Category Spotlight: Marketing Analytics Software The mid-market is shifting, with Coefficient growing in customer count & spend while Supermetrics declines. Curious how the rest of the MarTech landscape is changing? More here: yipitdata.com/signals-1?utm_…

Category Spotlight: Password Management Software Mid-market is shifting with notable changes in growth and spend. Our data shows diverging logo retention—some vendors growing, others losing ground. More on the trends: yipitdata.com/signals-1?utm_…

Category Spotlight: AI Meeting Assistant Software Growth is strong—but market share and pricing trends suggest a shakeup is coming. More here:yipitdata.com/signals-1?utm_…

Category Spotlight: AI Sales Assistant Software The category is expanding—but submarkets show clear shifts. In cold email for SMBs/mid-market, competitive dynamics are evolving with changes in customer growth and pricing. More here: yipitdata.com/signals-1?utm_…

Payroll Software Spotlight: Rippling is reportedly raising at a ~$16B valuation—and could be pulling ahead in the SMB & mid-market race. Seeing signs of growing spend + competitive switching. More here: yipitdata.com/signals-1?utm_…

The AI Code Assistants category took off in the back half of 2024 in the SMB/mid-market—thanks to the rapid rise of Cursor (Anysphere). Vercel has long dominated this space, but there’s a new competitor emerging. Learn more about the shift: yipitdata.com/signals-1?utm_…

7 Fast-Growing Software Companies to Watch 🚀 From AI video tools to rewards platforms, these rising stars are making waves across industries. Learn more about the trends behind their growth here: yipitdata.com/signals-1?utm_…

Within the text to speech category, our B2B spend data shows ElevenLabs expanding rapidly through 1H24 but plateauing in 2H24. See more of what we're launching within software here: yipitdata.com/signals hashtag#B2BSaaS hashtag#Software

Within the Rev Ops platform category, we see Y/Y decline, with Gong now a co-leader in the space alongside Outreach. See more of what we're launching within software here: yipitdata.com/signals?utm_so… #B2BSaaS #Software

Attending CAGNY? Let’s connect! 📊 Book time with Peter Martin (Head of Consumer Research) on 2/18 or 2/19 to dive into key consumer trends. Slots are filling fast! Book here: calendly.com/pmartin-yipitda… #CAGNY2025 #ConsumerResearch

Our latest B2B Software Insights Newsletter is out! 📢 This edition covers Generative AI monetization trends, breakout companies, and shifts in mid-market B2B spend. Want access? Subscribe here: yipitdata.com/b2b-saas-insig…

Ahead of Edwards Lifesciences (EW) weaker-than-expected 2Q24 earnings, our research forecasted the downturn. 📉🔍 6/12: Noted a downward trend in the US TAVR business based on May data. 📊 7/15: Published our 2Q U.S. TAVR estimate with June data, predicting the slowdown. 📉✅

To add color to the April US EW TAVR strength in our data, we called out Sapien 3 Ultra Resilia representing >50% of TAVR sales a month in advance of yesterday’s EW’s management commentary from the William Blair Growth Stock Conference.

💡 Uncover valuable insights for long-term investing with alternative data. Read our whitepaper, "From Tradition to Transformation: Long-Term Strategies Embrace Alternative Data," to learn more tinyurl.com/mr9knjt3

The $ISRG earnings call yesterday confirmed our estimates from last week for US I&A Revenue, with accuracy within 0.2%. Get access to our $BSX data ahead of the print next week! tinyurl.com/3jzmdba5