Actionable data on companies that matter to you. We analyze billions of data points every day to provide accurate, granular insights. [email protected]
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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.
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