Ramp

“Business AI adoption rose to 44.5% in August, 2025 up from 43.3%. OpenAI led all companies in growth with a 1.5 increase in businesses subscribed to OpenAI models and tools.”

“This guy Ara from Ramp looked at the data again and saw a bump of ordering from restaurants delivery and takeout from employees at San Francisco based businesses occurring on Saturdays. So it's basically a five percent bump on Saturdays. He says it's new. Ther…”

“Anthropic is now capturing over 73% of all spending among companies buying AI tools for the first time. 73%. Just 10 weeks ago, the split with OpenAI was fifty-fifty, and it was sixty-forty in OpenAI's favor as recently as December.”

“Their data is going to be heavily skewed in whatever the coolest new, so it'll show momentum, but, like, in terms of showing actual, like, aggregate impact in the economy, most large companies are not using ramp, like, I can't imagine especially more kind of, …”

“54% of firms are using AI in some way, or at least paying for it.”

“Seat-based contracts are still the vast majority of spend from most software. It's like, 60 to 75%. The rest of it is really just flat platform subscriptions. Metered usage is extremely small, like, five percent. Less than five percent.”

“Again, median firm is only spending 11 dollars a month, so there's a lot of room to grow, but even for the one percent, it's still going up.”

“Last month, DeepSeq was one of the fastest growing vendors on ramp. And yet, it's still a very small share of AI spend that is actually going through those rails.”

“Five percent of firms on our platform are even using these kinds of open source platforms. Last year is one percent, so it's five x growth, and it's actually going faster than the growth that's happening for open ion anthropic, but it's a relatively small perc…”

“Coming to the forefront last month when Anthropic overtook OpenAI in actual business adoption. So now Anthropic sits at about 41% of US firms are using Anthropic. 39.5% of firms are using OpenAI. Anthropic is still growing. OpenAI is relatively flat.”

“The top one percent of spenders on AI use eight vendors on average, whereas the median maybe uses two, and that's vendors fairly narrowly defined as LLM providers and maybe some AI infrastructure companies.”

“And if anything, in our data set, we see that renewal rates increase year over year with firms that are more advanced. So they're more likely to stick to the vendors that they've been using as opposed to, you know, switch so frequently.”

“AI spend is the fastest growing spend category we've ever observed in our data set.”

“For the top quartile of firms that are spending on AI, top 25%, it's only about two percent of business spend excluding payroll. You'd be at one percent if you were to include payroll.”

“Since January, 20, 25 through May, 2026, so last month per business spend on AI tokens is up 15 X. And that's amongst firms that were already spending on AI.”

“But actually, the data from ramp shows that spending actually increased to anthropic models.”

“Well, certainly there's been like ramp data, but around Codex starting to close the gap again with Claude Code.”