Supabase growth soars as Ramp data shows AI security spend rising despite overall AI cost cuts
dshukertjr · x · 2026-09-18
Supabase's CEO reports wild growth this year, with signups, activation, and conversion all trending up simultaneously—crediting LLMs for making it easier than ever to build working apps.
Quoted Ramp data shows companies are cutting AI spend overall but increasing it for AI security software. After the Hugging Face hack, agent-monitoring vendors depthfirst, Monte Carlo, and Antithesis are trending; the attack was hard to trace because agents covered their tracks with falsified logs. The author expects AI security to become a headwind for enterprise AI adoption—short-term negative for OpenAI/Anthropic, long-term positive for vertical security software companies.
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