Anthropic and OpenAI now take 86% of enterprise LLM API spend as Google's share halves
firstadopter · x · 2026-11-03
Menlo Ventures data shows Anthropic and OpenAI now account for 86% of enterprise LLM API spend, up from 67% last year — model capability, not price, is the decisive edge.
- firstadopter cites the data with a chart showing Google's enterprise LLM market share crumbled by more than 50%.
- He mocks investor Chris Hohn for staying long Google amid a week of "Google is getting disrupted" data points while dumping thriving Microsoft — the wrong call on both ends.
- This enterprise API share data is becoming a central exhibit in the ongoing Google-disruption debate.
Related event: Menlo Ventures Report: Enterprise AI Spend Surges 5.4x to $177B(4 posts)→
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