HeyJaredRamp Economics Lab
"The only good brand on Substack" - Feed Me /// Data you can't get anywhere else /// From Ramp's economist Ara Kharazian.
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 16, 2026
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- Earliest in this view
- Jul 8, 2026
Latest issues
What companies are buying after the Hugging Face hack (opens the original)
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Dear Colleagues: today’s letter is part of a series — Top SaaS Vendors. Every month, Ramp processes billions of dollars in business expenses on its corporate card and bill pay platform. And every month, I will rank the new vendors that customers are purchasing from while sharing emerging market trends and my thoughts on the software industry.Ramp data. Something to take the edge off.<input cla
Cracks in the AI Thesis Part 2 (opens the original)
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Dear Colleagues: Today’s letter includes my monthly update of Ramp AI Index, our flagship research using spend data from Ramp to track how American businesses are using AI. Last month, I wrote a post called Cracks in the AI Thesis, in which I presented my view that rising adoption of cheaper models and mediocre adoption of Fable 5, posed a threat to the model companies, which rely on rising business spend on frontier models. This post is an update with my latest thinking.Extras from Ramp data:<s
AI companies are using influencers to market like consumer brands (opens the original)
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Dear Colleagues: By reader request: trends in influencer marketing, and how it’s being used by AI companies to grow market share with businesses.Extras from Ramp Economics Lab:Are economists making themselves too useful in the AI boom? Last week, I spoke to FT’s Soumaya Keynes for her article on the increasing trend of AI startups hiring economists (FT).Cracks
Why low-cost AI models haven’t slowed down American AI companies (opens the original)
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Dear Colleagues: today’s letter is part of a series — Top SaaS Vendors. Every month, Ramp processes billions of dollars in business expenses on its corporate card and bill pay platform. And every month, I will rank the new vendors that customers are purchasing from while sharing emerging market trends and my thoughts on the software industry.Extras from Ramp data:The appeal of open source models : Watch my interview on Schwab network from the NYSE floor last week (<a href="https://www.linkedin.c
Cracks in the AI thesis (opens the original)
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Dear Colleagues: Today’s letter includes my monthly update of Ramp AI Index, our flagship research using spend data from Ramp to track how American businesses are using AI. In this post, I cover the latest on business adoption of cheaper, open source models and a lookback on Anthropic’s Fable launch, why business takeup has been slower than expected, and what that means for the AI trade.<p class="ct
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