Top 10% of enterprise AI spenders outspend the median company 100X, Coatue chart shows

BenBajarin · x · 2026-09-09

A chart shared by Coatue Management shows AI spend surging across all enterprise cohorts over the past 18 months. The top 10% of spenders put in 100X what the median company spends, and the top 1% spend 300X. Glenn Solomon argues massive growth remains as median spenders learn to invest in AI productively, emulating the top decile.

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