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.

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…

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: yipitdata.com/resources/clou…

👀 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: yipitdata.com/resources/blog…

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…

📉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. yipitdata.com/resources/blog…

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: yipitdata.com/investor/reque… #alternativedata #neudata

💄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. lnkd.in/eXwGdxg4

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! yipitdata.com/investor/reque…

Anthropic @AnthropicAI

2 months ago

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.

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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’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: yipitdata.com/resources/blog…

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…

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: yipitdata.com/resources/blog…

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: 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 — 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…

🚀 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: yipitdata.com/resources/blog…