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NEW: Top SaaS Vendors on Ramp (Oct 2026) We clearly see AI spend pulled in two different directions. On the downside, new and cheaper models are pushing AI spend down. Jev captured an entire percentage point of market adoption within a month (unheard of growth). And routers continue to gain. On the upside, the increased adoption of expensive image and video generation models will push AI spend up, like Higgsfield and Runway.