Source:
https://www.ft.com/content/7ffea5b4-e8bc-47cd-adb4-257f84c8028b?syn-25a6b1a6=1
https://ramp.com/velocity/ai-index-march-2026 Ramp Economics Lab (ramp.com/data) (using data from Ramp Rate (ramp.com/vendors); card and bill pay data from 50K+ businesses on Ramp's spend platform. 7-day moving average. Excludes spend on AI models not from OpenAI and Anthropic.)
by Mundane-Wrongdoer275
5 Comments
Source:
[https://www.ft.com/content/7ffea5b4-e8bc-47cd-adb4-257f84c8028b?syn-25a6b1a6=1](https://www.ft.com/content/7ffea5b4-e8bc-47cd-adb4-257f84c8028b?syn-25a6b1a6=1)
[https://ramp.com/velocity/ai-index-march-2026](https://ramp.com/velocity/ai-index-march-2026) [Ramp Economics Lab (ramp.com/data)](https://ramp.com/data) (using data from [Ramp Rate (ramp.com/vendors)](https://ramp.com/vendors); card and bill pay data from 50K+ businesses on Ramp’s spend platform. 7-day moving average. Excludes spend on AI models not from OpenAI and Anthropic.)
Claude Code launching and Anthropic adding a billion in annualised revenue every week this year explains a lot of this movement.
Unsurprising, Opus 4.6 is miles ahead of GPT-5.4
OpenAI signing deals with the Pentagon and pushing into government contracts while simultaneously trying to sell to enterprise businesses is creating a trust problem with a lot of corporate buyers
Sam Altman issuing a code red and telling employees to refocus while this chart is playing out in the background is a specific kind of pressure that does not get easier to manage