25 Aug 2026
Signal Headquarters
Vol. I
No. 237
Organization

What is ramp?

Ramp is a corporate spend and procurement platform whose spend data is cited for insights into software and AI adoption trends.

Company timeline

  • May 2026 – Michael Batnick said Ramp found that Whisper Flow is the third fastest growing software vendor.
  • May 2026Jason Lemkin said he would move from Brex to Ramp if it is the most agent-friendly and automating procurement is a huge bonus.
  • Aug 2026Jason Calacanis, citing Ramp data, said 43.5% of US businesses paid Anthropic for subscriptions or tokens in the last month, 39.7% for OpenAI, and 6.2% for Google’s suite of AI tools.
  • Aug 2026Nathaniel Whittemore, citing Ramp’s July spend data, said 42.4% of users paid for Anthropic subscriptions and 39.5% for OpenAI.

Where it appears in the record

Every line below is attributed to a named speaker.

By the numbers

Anthropic captured 43.5% of US business paid AI spend in the last month, beating OpenAI at 39.7% and Google at 6.2%, per Ramp data.

“43.5% Jason of US businesses currently paid anthropic for subscriptions or tokens in the last month according to new data we got in from ramp 39.7% for OpenAI and just 6.2% 2% for Google's suite of AI tools.”
Jason Calacanis · 15 Aug 2026
Company & tool watch

Anthropic surpassed OpenAI in business customer share on Ramp in July 2026, a potential leading indicator of enterprise AI platform consolidation.

“In their July spend data, 39.5% of their users paid for OpenAI subscriptions, while 42.4% paid for Anthropic.”
Nathaniel Whittemore · 11 Aug 2026
By the numbers

Anthropic overtook OpenAI in business adoption on Ramp: 42.4% of users paid for Anthropic versus 39.5% for OpenAI in July 2026 spend data.

“In their July spend data, 39.5% of their users paid for OpenAI subscriptions, while 42.4% paid for Anthropic.”
Nathaniel Whittemore · 11 Aug 2026
By the numbers

A RAMP and Rellio Labs study of 21,000 US businesses found high AI adoption companies grew headcount 10% annually over two years, while low AI adoption companies were flat.

“Companies with high AI adoption were growing headcount at 10% on average across the past 2 years, while companies with low AI adoption were basically flat.”
Nathaniel Whittemore · 7 Jul 2026
Contrarian take

Anthropic has surpassed OpenAI in US business paid AI adoption share, a reversal of the conventional market leader narrative.

“43.5% Jason of US businesses currently paid anthropic for subscriptions or tokens in the last month according to new data we got in from ramp 39.7% for OpenAI and just 6.2% 2% for Google's suite of AI tools.”
Jason Calacanis · 15 Aug 2026
By the numbers

Entry-level hiring at high AI adoption companies is growing at 12% annually, outpacing overall headcount growth of 10%, per RAMP and Rellio Labs.

“Companies with high AI adoption were growing headcount at 10% on average across the past 2 years, while companies with low AI adoption were basically flat.”
Nathaniel Whittemore · 7 Jul 2026
Contrarian take

AI-focused companies are hiring more, not less. High AI adoption correlates with faster headcount growth, directly challenging the AI-as-job-killer narrative.

“Companies with high AI adoption were growing headcount at 10% on average across the past 2 years, while companies with low AI adoption were basically flat.”
Nathaniel Whittemore · 7 Jul 2026
Company & tool watch

Whisper Flow ranked third fastest growing software vendor on Ramp's platform, a signal of rapid enterprise AI voice tool adoption.

“Ramp actually recently found that Whisper Flow is the third fastest growing software vendor.”
Michael Batnick · 13 May 2026
Company & tool watch

Ramp raised at a $40B valuation and is positioning as the most agent-friendly financial platform, targeting procurement automation, a potential wedge to displace Brex among AI-native companies.

“We will move from Brex to RAMP if it is the most agentfriendly and automating procurement is a huge bonus.”
Jason Lemkin · 14 May 2026
Signal Headquarters · reference note, compiled from attributed expert discussion. Last updated 2026-08-16.