Press Space to continue
Press Space to continue
.@nathanbenaich reveals how concentrated AI adoption really is, with 80% of OpenAI and Anthropic usage on Ramp coming from just 1% of customers: "It wasn't that long ago that Sam was on a panel saying, 'We have no idea how this AI's gonna make money.' I think we all probably giggled at that point." "We can see this in Ramp data, where I think 80% of the consumption of OpenAI, Anthropic is from 1% of customers." "We have these amazing tools that are built by the 1%, and the 99% are not…
arakharazian@arakharazianSep 2
New from Ramp data: the latest threat to the AI trade. AI companies' revenues are heavily dependent on a small set of customers. 80% of OpenAI and Anthropic's enterprise revenues come from 1% of their customers, and it's not getting better. This is a level of concentration risk unseen in any other software category we track. The companies in the top 1% skew heavily toward the tech sector and AI products and services. What happens in a market correction? All these companies are highly correlated, and an increasing share of our economy is invested in them. Especially as we approach blockbuster IPOs for OpenAI and Anthropic.
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