Ara Kharazian(@arakharazian):NEW: Companies are switching their top model more than ever. The monthly share of firms switching providers reached a record 8% in September. This is why: 1/ ARR is a dumb measure for AI spend. There is no "RR." 2/ Prices and margins will continue to fall for AI companies.

Ara Kharazian

@arakharazian

Lead Economist @tryramp. I write and publish data on AI, business spend, and the economy at cc: press@ramp.com. Prev economist @square

Joined August 2018

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Ara Kharazian@arakharazian

2026.10.06 15:44

NEW: Companies are switching their top model more than ever. The monthly share of firms switching providers reached a record 8% in September. This is why: 1/ ARR is a dumb measure for AI spend. There is no "RR." 2/ Prices and margins will continue to fall for AI companies.