Ramp: top 1% of customers drive 80% of Anthropic and OpenAI enterprise revenue
10/22/2026 — 10/24, 13:23·1 sources (all)·1 reports (all)
Key takeaways
- Ramp tracking of more than 70,000 U.S. businesses found that 80% of Anthropic and OpenAI enterprise revenue comes from just 1% of customers.…
Background & analysis
According to a Wall Street CN report on October 22, 2026, Ramp chief economist Ara Kharazian presented the findings of Ramp's tracking of payment data from more than 70,000 US companies in his October AI Index report. Anthropic and OpenAI derive 80% of their enterprise revenue from the top 1% of their customers by headcount. Kharazian noted that token usage is still rising, but token spending posted "nearly zero growth" in both August and September. Early-October spending, while barely reaching an all-time high, was only 1.5% above the August peak. He attributed the spending plateau chiefly to price deflation: frontier model prices keep falling, and efficiency gains keep lowering the blended average price per million tokens, producing a divergence between volume and dollar spending. The summary adds that Ramp also observed the concentration of demand hitting a ceiling and the paid-user penetration rate flattening.
AI-generated from 1 reports · updated 17 hours ago
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Payment-data firm Ramp tracked more than 70,000 US businesses and found that 1% of customers account for 80% of Anthropic's and OpenAI's enterprise revenue. Token usage keeps rising, but token spending was nearly flat in August and September, with early October only 1.5% above the August peak. Ramp's chief economist attributes the stall to falling model prices.
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