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.

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: a16z.news/p/top-100-cons…

#ConsumerAI #AlternativeData #a16z

🚨 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 👇

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.

👉 lnkd.in/dTHDJSns

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…

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…

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? → yipitdata.com/investor/reque…

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: yipitdata.com/investor/reque…

📝 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, Fireflies.ai and Fathom doing in the AI note taking space?

Check out the latest data on adoption, spend, and churn: yipitdata.com/resources/blog…

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

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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: yipitdata.com/investor/reque…

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: yipitdata.com/resources/blog…