Menlo Ventures' full "2026: The State of Enterprise AI" report
rohanpaul_ai · x · 2026-11-04
Link to Menlo Ventures' full report by Tim Tully, Joff Redfern, Deedy Das, and Derek Xiao. Key findings: enterprise AI deployment spend scaled to $177B (5.4x YoY), agent traffic on OpenRouter grew 37x after overtaking humans, frontier labs command 69% of deployment dollars, and coding + chatbots make up 76% of the $77.3B app market.
The report argues AI is expanding the software economy: 55% of AI dollars are net-new spend; AI-natives win agent-native categories (coding is 96% AI-native) while incumbents hold IT (91%), data science (88%), and HR (68%).
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