Economics Of AI

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Anthropic's Tipping Point

Since Claude Code launched, Anthropic's adoption rate on Ramp increased from 4.42% to 34.44%. That's a 30.02 percentage point increase in 14 months.

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Explore unbiased, data-driven AI insights across the five-layer stack: applications, models, infrastructure, chips, and energy.

Anthropic

Anthropic's Tipping Point

Since Claude Code launched, Anthropic's adoption rate on Ramp increased from 4.42% to 34.44%. That's a 30.02 percentage point increase in 14 months.

26 May, 2026

Ravinder Deol

Anthropic

$43 Billion In 37 Months

Anthropic reached $43B in annualized revenue in 37 months – since Claude launched in March 2023. $40B, or 93%, was added since Claude 4 launched.

25 May, 2026

Ravinder Deol

AI Capital Expenditure

Hyperscalers RPE Ranked

Based on the last-twelve-months revenue, the five hyperscalers generated $787,000 per employee on average. Meta led at $2.76M per employee.

22 May, 2026

Ravinder Deol

AI Capital Expenditure

Hyperscalers Profit Per Minute

Based on last-twelve-months net profit, the five hyperscalers generated a combined $881,000 per minute. Alphabet led at $305,000 per minute.

21 May, 2026

Ravinder Deol