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…

Nvidia's moat isn't shrinking — it's growing in absolute terms. This chart tracks est. GPU cloud revenue by chip since Jan 2023: total spend is up ~8x, and Nvidia chips are still nearly the entire stack. AWS's Inferentia/Trainium? Still a rounding error. Note that the data reflects large enterprise panelists, and excludes some major Tranium rental spenders like Anthropic.

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

I asked the founders if I could say which company this is, and they said ok. It's Greptile, which incidentally also has one of my favorite names of any YC co.

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.

Our last @AnthropicAI update estimated run-rate revenue reached ~$69B as of late June, fueling discussion around the company's growth trajectory. Tomorrow we'll release our latest data covering refreshed run-rate revenue estimates, competitive share shifts vs. @OpenAI , enterprise adoption, and token pricing trends. Stay tuned.

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…

What can nearly 2 quadrillion annualized tokens tell us about LLM pricing? At YipitData we’ve been helping our clients track significant AI token growth both on a volume and pricing basis through two key datasets tracking different parts of the market. As fears about AI optimization enter the conversation, we’re uniquely positioned to help clients monitor any signs of inflection. Learn more: yipitdata.com/resources/blog…