YipitData @yipitdata
Actionable data on companies that matter to you. We analyze billions of data points every day to provide accurate, granular insights. [email protected] yipitdata.com New York, NY Joined May 2011-
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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…
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.
These guys had a crisis in late 2024 when their revenue declined sharply. It seemed dire at the time, but now you practically need a magnifying glass to see it.
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…
Gavin Baker @GavinSBaker
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Ry-t_K @ryot_kd
227 Followers 2K Following there’s no fun in being normal cloud architect / programmer AWS: all cert GCP: CDL / ACE / PCA sub @kdr_cloud
いしざか @ishizakahiroshi
1K Followers 2K Following 保護猫🐱🐱・パペットスンスン好き AI・プログラミング・個人開発もやってます 技術アカウント @ishizaka_dev 投資アカウント @ishizaka_invest Amazonのアソシエイトとして適格販売により収入を得ています。楽天アフィリエイトに参加しています。
micho19 @micho1917
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tamasason @tama19911
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Blockspace @blockspace
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modest proposal @modestproposal1
126K Followers 799 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Jerry Capital @JerryCap
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Bill Gurley @bgurley
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Bloomberg Markets @markets
2.0M Followers 222 Following Breaking news and analysis on global markets Live updates: https://t.co/5fCN0iMdOA Sign up for the new Markets Daily newsletter: https://t.co/jPvsdu1EIP
unusual_whales @unusual_whales
5.4M Followers 2K Following API Free trial: https://t.co/FMKNJWJquj Discord: https://t.co/0xJ9e0ZYYG Market news, trading tools Real-time option flow, screeners, GEX Custom alerts & more NFA
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256K Followers 263 Following Dividend Growth Investor Long Term Investor focusing on Dividend Growth Stocks Dividend Growth Investor Newsletter https://t.co/QJMQchmXZs
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