YipitData

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

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

[YipitData @yipitdata]

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.

[YipitData @yipitdata]

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.

👉 https://t.co/qxHucfDmF8

[Paul Graham @paulg]

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.

[YipitData @yipitdata]

@paulg 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:

[YipitData @yipitdata]

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:

[YipitData @yipitdata]

@paulg 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.

[YipitData @yipitdata]

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.

[YipitData @yipitdata]

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.

[YipitData @yipitdata]

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? 👉 https://t.co/INvQrl8mP0

[YipitData @yipitdata]

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: https://t.co/NaMO98SXDo

[YipitData @yipitdata]

👀 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: https://t.co/gZsjfrEg3J

[YipitData @yipitdata]

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: https://t.co/r5pF3dwZJZ

[YipitData @yipitdata]

📉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.

https://t.co/gZsjfrENTh

[YipitData @yipitdata]

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: https://t.co/38mGcrKGXq

#alternativedata #neudata

[YipitData @yipitdata]

💄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.

https://t.co/LPTFq3XvT3

[YipitData @yipitdata]

Earlier this week, we estimated Anthropic hit $48B in ARR as of 5/17.

Yesterday, they confirmed they crossed $47B in ARR earlier in May. 📊

Want earlier visibility into company performance? Let's talk!

https://t.co/ddF0d0bay2

[Anthropic @AnthropicAI]

We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia.

This investment will help us advance our research and expand our capacity to meet growing demand for Claude.

[YipitData @yipitdata]

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? → https://t.co/1XSujvES9r

[YipitData @yipitdata]

📈📉 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: https://t.co/k1U0p5Rlgb