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 @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

[YipitData @yipitdata]

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: https://t.co/Z9SsMp9pMn

[YipitData @yipitdata]

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: https://t.co/jXno2woHHC

[YipitData @yipitdata]

OpenAI coverage is now live!

Our research uses 5 unique data sources to provide a comprehensive view of OpenAI’s business and growth trajectory, including:

• B2B + B2C revenue trends
• Token consumption + pricing
• Subscription growth by tier
• Competitive positioning vs. Anthropic
• Monetization insights across consumers, developers, + enterprises

Coverage includes monthly reports, with more frequent updates during periods of rapid growth and product launches.

Learn more: https://t.co/1XSujvES9r

[YipitData @yipitdata]

📝 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, https://t.co/xJE4qG6Yzc and Fathom doing in the AI note taking space?

Check out the latest data on adoption, spend, and churn: https://t.co/PvUm7Rrs2X

[YipitData @yipitdata]

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: https://t.co/v1PZ3vyxJc

[YipitData @yipitdata]

🚀 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: https://t.co/aAV6LbUZMS

[YipitData @yipitdata]

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: https://t.co/v7egrdLqpm

[YipitData @yipitdata]

📊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): https://t.co/Vvle8RFwHO

[YipitData @yipitdata]

🔥 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: https://t.co/IHwccvB5lh

[YipitData @yipitdata]

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 👇https://t.co/yvgEzTChTt

[YipitData @yipitdata]

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 [email protected] to book a time.

[YipitData @yipitdata]

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 👇
https://t.co/KbDrzrVJhl

[YipitData @yipitdata]

@DannyGrinberg @JaredSleeper In addition to credit card data, we include B2B spend data across mid-market and enterprise. Happy to share more if helpful.

[YipitData @yipitdata]

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👇 https://t.co/38MrONtpbj

[YipitData @yipitdata]

Mid-market early AI adopters are cutting spend on Asana, Atlassian, and https://t.co/lxX5OOP21z.

If the next generation isn’t building its workflows around PM tools, what does that mean for the future of Asana, Atlassian, and https://t.co/lxX5OOP21z? 👉https://t.co/257M0m03Pb