Weekly Slides 10–12 slides
AI funding & M&A
Big rounds, valuations and acquisitions: where the money goes
Latest issue · AI Funding and M&A Weekly Brief · Oct 17–23, 2026
[hot] AI industry & capital · Monthly
AI monetization & revenue
Revenue, users and paid data of AI companies and products
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About this briefing
Every issue of “AI monetization & revenue” is researched by Divrite from public sources and published as a slide deck of 12–15 slides. Early each month, covering last month. Key figures come with a link to their source, and anything without a reliable source is left out.
- Schedule
- Monthly — Early each month, covering last month
- Format
- slide deck
- Length
- 12–15 slides
- Time range
- Last 30 days
- Coverage
- ARR, paying users, API volume and pricing changes disclosed or reliably estimated this month, compared across model vendors, apps and infrastructure.
Every issue covers
- 01Key takeaways
- 02Revenue and ARR ranking
- 03Users and conversion
- 04Pricing changes
- 05Margins and costs
- 06Monetization trends
Key sources
- Company disclosures
- Earnings
- Investor letters
- Third-party data
- Financial media
Past issues 1 published
Related topics
- Every 2 weeks Slides 12–15 slides
AI chips & compute
GPUs, data centers, compute prices and supply chain
Latest issue · AI Chips & Compute Brief · Oct 9–22, 2026
- Every 2 weeks Slides 12–15 slides
Big Tech AI strategy
AI moves and spending at Microsoft, Google, Meta, Amazon, Apple and others
Latest issue · Big Tech AI Strategy Brief · Oct 9–22, 2026
Follow “AI monetization & revenue”
Early each month, covering last month. Every issue is archived on this page. Subscribers get an in-app message and an email when a new issue is published.