Menlo Ventures: enterprise AI spend hits ~5x YoY growth, Anthropic keeps gaining share

mmurph · x · 2026-10-15

Menlo Ventures partner mmurph appeared on CNBC with Andrew Sorkin to preview two early findings from the upcoming State of Generative AI in the Enterprise report: enterprise AI spending has accelerated to roughly 5x YoY growth (up from 3.2x in 2025), and Anthropic continues to gain market share.

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