Ramp data: 80% of OpenAI and Anthropic enterprise revenue comes from 1% of customers
BenBajarin · x · 2026-09-03
Ramp data analysis shows AI companies' enterprise revenue is heavily concentrated: 80% of OpenAI and Anthropic's enterprise revenue comes from just 1% of customers — a concentration risk unseen in any other software category tracked. Top customers skew toward tech and AI firms. One commenter counters that fewer than 10% of businesses currently run production-scale AI, so the ramp could be significant. Still, the analysis warns of correlated exposure as OpenAI and Anthropic approach blockbuster IPOs.
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