According to Ramp data on spending by more than 70,000 U.S. companies, from August to early October, Anthropic and OpenAI’s enterprise revenue was highly concentrated: about 1% of customers accounted for nearly 80% of their total enterprise revenue. Token spending barely increased in August and September. In October, it reached a record high, but was only 1.5% above the August peak.
Token prices fell sharply. Ornn data shows that Anthropic’s real token price index dropped from over $1.70 in mid-September to $0.83, a decline of more than 50%. YipitData reports that Anthropic’s top 1% of customers accounted for 46% of its revenue in August, up from 25% a year earlier. The rate of paid AI adoption by businesses also slowed, increasing by only 0.62 percentage points in September to reach 55.9%.
$RAM
$ANTHROPIC
$OPENAI
Token prices fell sharply. Ornn data shows that Anthropic’s real token price index dropped from over $1.70 in mid-September to $0.83, a decline of more than 50%. YipitData reports that Anthropic’s top 1% of customers accounted for 46% of its revenue in August, up from 25% a year earlier. The rate of paid AI adoption by businesses also slowed, increasing by only 0.62 percentage points in September to reach 55.9%.
$RAM
$ANTHROPIC
$OPENAI