Ben Bajarin @BenBajarin · 02 Sep 2026
New from Ramp data: the latest threat to the AI trade. AI companies' revenues are heavily dependent on a small set of customers. 80% of OpenAI and Anthropic's enterprise revenues come from 1% of their customers, and it's not getting better. This is a level of concentration risk https://t.co/A0Qt2l57CZ
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