"The goal isn't just 'who grew the most,' but rather it's 'who grew the most and is likely to keep growing,'"
"spend compounding every single month of 2025. No other vendor in our data did that. Not one."
ARR metrics have been diluted by inclusion of pilot revenue and one-time deals, reducing trust in SaaS-era measures. Real customer spending provides a clearer signal of which AI vendors will sustain growth. Brex analyzed credit card and bill pay transactions from more than 35,000 anonymized customers, weighting recent months and excluding public companies and firms valued above $30 billion to focus on mid-size unicorns. Cursor led the list with roughly 1,000% year-over-year growth and monthly compounding spend throughout 2025. Coding-focused tools showed strong representation among the fastest growers, including Windsurf, Replit, CodeRabbit, and StackBlitz.
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