LEADERS, GAINERS, AND UNEXPECTED WINNERS IN THE ENTERPRISE AI ARMS RACE

Summary from the TLDR Founders newsletter

a16z surveyed 100 Global 2000 CIOs and found OpenAI still leads enterprise AI with 78% production usage, but Anthropic posted the largest share gain at +25% and now sits at 44% penetration. The surprise winner in enterprise apps is still Microsoft, not the startups dominating tech Twitter. Average enterprise AI spend rose from $4.5M to $7M and is expected to hit $11.6M this year.