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]

Ahead of the upcoming Anthropic IPO, we pulled together some of the key trends we’re watching and the questions investors should be asking.

YipitData’s proprietary datasets provide an independent view into the business, tracking enterprise spend and adoption, model usage, token pricing, market share, retention, and cloud trends.

Explore the data and charts behind our Anthropic research here: https://t.co/ucCzgKGhHU

[YipitData @yipitdata]

YipitData is heading to Battle of the Quants in London tomorrow!

We'll be at the Data Buyers Breakfast at 8:00 a.m., and at 12:15 p.m. David Riehl joins the panel "The Chase is ON! Can New Datasets Impact Training?" to explore how even esoteric data can move portfolio returns.

Book time with our team if you’ll be there!

[YipitData @yipitdata]

OpenAI Gains Ground in AI Token Spend

OpenAI's share of token spend on OpenRouter jumped from ~15% to ~25% in just six weeks, narrowing the gap with Anthropic as competition intensifies.

[YipitData @yipitdata]

AI agents may already be influencing higher-value purchases.

Our latest META update introduces tracking of Muse/agent-facilitated spending, including payers, transactions, spend, and category-level trends.

A look at the current spending mix:

Travel: 30% of spend (just 12% of transactions)
Retail: 30% of spend (35% of transactions)
Insurance: 6% of spend (3% of transactions)
Entertainment & Events: 11% of spend (11% of transactions)

Travel’s outsized share of spend suggests agents are already helping facilitate larger-ticket purchases.

[YipitData @yipitdata]

For the first time, Andreessen Horowitz's Top 100 Consumer AI Apps ranks products not just by downloads and traffic, but by what U.S. consumers actually pay using YipitData's consumer spend panels. As the report shows, that 𝗻𝗲𝘄 𝗹𝗲𝗻𝘀 𝗿𝗲𝘄𝗿𝗶𝘁𝗲𝘀 𝘁𝗵𝗲 𝘀𝘁𝗼𝗿𝘆.

Spend concentration is one of those perspective shifts. The top 1% of consumer AI payers spend over $10K a year on average (work usage may be even higher), and they're still growing that spend, up 80% in the last 18 months.

The median payer spends $300 a year and has barely expanded it. The top 1% alone drives more spend than the bottom 50% combined, and over half of the vendors on the spend list don't appear on the traffic lists at all.

Where people go and what they value are two different leaderboards. We're proud to help Andreessen Horowitz bring both into view. Read the full report from Olivia Moore: https://t.co/TJQyZeioP5

#ConsumerAI #AlternativeData #a16z

[Olivia Moore @omooretweets]

🚨 The @a16z Consumer AI Top 100 is back - but this time, it's 150!

We added revenue data from @yipitdata to track how consumers are spending not just time, but money, on AI.

The result? A story of heavy concentration among AI's power users. Our takeaways 👇

[YipitData @yipitdata]

Anthropic revenue is concentrated among the top 1% of customers, who account for 46% of all spend, up from 25% last August.

[YipitData @yipitdata]

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.

[YipitData @yipitdata]

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: https://t.co/zZu69WzEa3

[YipitData @yipitdata]

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: https://t.co/eTIDoOGTHl

[Justin Harkness @justin_har93711]

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.

[YipitData @yipitdata]

AI adoption is broadening: OpenAI and Anthropic are now used by over 75% of businesses, while nearly 40% use Cursor.

[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: