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Eric Siu breaks down Ramp data showing companies heavy on AI grew revenue 27% annually from late 2022 to late 2025, while those barely using it grew only 9%. The economy is splitting into winners and losers based on AI adoption.
Eric Siu breaks down Ramp data showing companies heavy on AI grew revenue 27% annually from late 2022 to late 2025, while those barely using it grew only 9%. The economy is splitting into winners and losers based on AI adoption.
Check this out. The economy is splitting. AI is the fault line. So on Ramp, November 2022 to November 2025. So they're the credit cards company, tech finance company. Annualized revenue growth by AI intensity. So this is comparing heavy AI users versus moderate AI versus no AI spend. These are the companies, okay? So look at this. If you're a heavy AI use company, 27% growth, okay? Annualized revenue growth by AI intensity. Moderate AI, 18%, okay? Which is pretty good still. No AI spend, which is US nominal GDP. Look at this over here, right? Wow. I just find that fascinating.
