Ramp’s economist Ara Khazarian posted this chart on X. They claim 80% of OpenAI and Anthropic’s enterprise revenue comes from ONE PERCENT of their customers, and this has been true since at least 2024. That one percent is mainly tech and AI services; in other words, they’re either a small number of tech mega-corps with huge employee counts (how many of them are also investors in OpenAI and Anthropic, or indeed end up billing them for providing the very compute infrastructure they end up using?), or startups pouring venture capital money into the system. I don’t have an MBA, but I think when most of your revenue comes from a small handful of customers, your business is probably not healthy.(Hat tip to Ed Zitron)#aiSource: https://xxcancel.com/arakharazian/status/2095204452609171555
Ramp’s economist Ara Khazarian posted this chart on X. They claim 80% of OpenAI and Anthropic’s enterprise revenue comes...
