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!

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.

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.

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.