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OpenAI’s Search Crawler Reaches 18% of Googlebot’s Request Volume

OpenAI’s search request volume relative to Googlebot tripled from July to October

9 hrs ago • TickerTrends

Cooling Enterprise Coding Demand May Be Constraining Anthropic’s ARR Growth

TickerTrends’ Claude Code enterprise adoption tracking slowed after July, suggesting that softer coding-related demand could be a headwind to continued…

20 hrs ago • TickerTrends

Anthropic’s Q3 Revenue Growth Slowed, Consistent With TickerTrends’ ARR Tracking

Reported quarterly revenue growth decelerated from 145% in Q2 to 45% in Q3, alongside moderating growth in TickerTrends’ tracked annualized revenue

Oct 14 • TickerTrends

Muse Wonder’s Spend Runs 2.2× Ahead of Muse Spark 1.3

Muse Wonder has already surpassed Muse Spark 1.3’s day-one spend within our tracking, with the day still incomplete

Oct 13 • TickerTrends

TickerTrends Tracked OpenAI Revenue at $50B

Despite reports of $70B in annualized revenue, TickerTrends tracked $50.44B on September 28. The Financial Times now reports OpenAI told investors it…

Oct 8 • TickerTrends

B2B Software Spend Panel

Business software purchases across 746 observed transactions

Oct 7 • TickerTrends

What Are People Using AI Agents For?

433 tasks reveal how usage differs across Muse, Grok Bot, Instinct and dots

Sep 30 • TickerTrends

OpenAI and Anthropic ARR Tracking

TickerTrends now tracks OpenAI at $50.44B and Anthropic at $76.8B in annualized revenue run-rate.

Sep 29 • TickerTrends

Claude Opus and GPT-6 diverge in GitHub mentions

TickerTrends tracking shows Claude Opus commit-message mentions up 91.1% and GPT-6 down 42.1% in the week ending September 27.

Sep 28 • TickerTrends

Meta Muse: Switching Reports and Task Activity

TickerTrends tracks which tools people say they are leaving for Muse and what they are using it to do.

Sep 23 • TickerTrends

Figma Enterprise MCP Retention Falls to 25% as Core Platform Retention Holds Above 70%

TickerTrends data shows a widening retention gap between Figma’s Enterprise MCP and its core Enterprise platform

Sep 17 • TickerTrends

Codex Overtakes Claude Code on Reddit

Codex now leads across weekly posts, comments and net votes in the two products’ Reddit communities

Sep 15 • TickerTrends

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