New: Top SaaS Vendors on @tryramp July 2026
Two trends this month:
1. AI support bots are one of the clearest enterprise AI use cases showing up in payments data (PolyAI, Sierra)
2. More and more usage of open source and Chinese models (DeepSeek, Fireworks AI, Baseten, Together, OpenRouter)
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LIVE at 12p PT/3p ET: AI’s cleanest stories are getting messy.
Meta has excess compute. AI-heavy companies are hiring, not shrinking. And open models keep getting better.
@DanielTNiles on what this means for the AI trade.
@arakharazian and @garrettlord on the jobs data.
@vipulved and @ClementDelangue on open models, China, and where the money goes if AI keeps getting cheaper.
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always a pleasure to read @arakharazian’s work!
Many people are saying.
Great work. But I would be cautious about interpreting employment growth among AI adopters as evidence against broader labor-market displacement.
Firms that adopt AI may grow by gaining market share from non-adopters, so employment can rise among adopters even as exposed occupations shrink economy-wide.
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Narrative violation: A new study of 21,559 firms in the U.S. finds that “companies that adopt AI tend to grow faster following adoption”.
“Firms making the largest AI investments grow employment by roughly 10% following adoption, while low-intensity adopters see no statistically significant change.”
“Entry-level headcount rises 12% for high-intensity adopters.”
“Gains emerge gradually and are broad across roles, including engineering, sales, administration, and customer service.”
“The results counter predictions that AI adoption will lead to broad job loss.”
The study is based on observed AI spending from Ramp card and bill pay data linked to Revelio Labs workforce records.
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Ramp continues to one of the best in biz in using their data to create zietgisty research and stories
We can finally say AI isn't killing jobs.
A new paper from me, @tryramp, and @RevelioLabs uses firm-level spend and workforce data across 21K U.S. businesses to measure AI's impact on jobs.
Firms that adopt AI heavily grow headcount 10% over two years following adoption. Low adopters see no statistically significant change.
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In this iconic illustration from the Little Prince, adults see a hat.
Kids see a snake eating an elephant.
I see Fable's share of Anthropic API usage according to the latest @tryramp data from thousands of U.S businesses.
We are not the same.
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Our economist is in @TheEconomist
"Ramp reckons that the 1% of clients that spend the most on AI per employee are racking up bills of about $7,450 per person per month on average. That compares with just $11 for the median Ramp customer."
@arakharazian 💪💪
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Got a stacked guest list in 90 minutes:
@arakharazian Lead Economist at @tryramp
Intel Enthusiast & "Nasdaqistani Warrior" @bubbleboi
w/ @maxwiethe at 4pm ET (1pm ET) on @MTSlive
ANTHROPIC beats OpenAI in business adoption for the first time. per @tryramp data
Today's update of Ramp AI Index shows 34.4% of businesses using Anthropic versus 32.3% using OpenAI.
Adoption of Anthropic quadrupled over the last year, while OpenAI rose only 0.3%.
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