80% of OpenAI and Anthropic Enterprise Revenue Comes From 1% of Customers: Ramp
SumitGup · x · 2026-09-03
New Ramp data reveals extreme revenue concentration among AI companies: 80% of OpenAI and Anthropic's enterprise revenues come from just 1% of customers, and it's getting worse — a concentration risk unseen in any other software category Ramp tracks. The top-1% customers skew heavily toward tech and AI, meaning these companies are highly correlated in a market correction.
The poster adds that Meta could cut off employee Claude access and tank Anthropic's revenue ahead of its IPO, especially if Meta's own model reaches comparable quality.
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