SemiAnalysis: Persistent agents now eat 45% of our AI spend, and Perplexity's harness beats Claude Tags
dylan522p · x · 2026-11-12
SemiAnalysis analyst Dylan Patel argues persistent agents are the next unlock in AI usage, sharing his firm's internal spend dashboard: Perplexity Computer plus Claude Tags went from 0% in February to 45% of total AI spend in the week to Nov 8, 2026.
The chart shows Claude (Enterprise + API) dominating all year, but OpenAI and Perplexity Computer shares climbing sharply since August.
His product verdicts are blunt: Claude Tags sucks, OpenAI's Slack agent is even worse, and the team mainly relies on Perplexity Computer, which routes across multiple models — "Perplexity's harness mogs."
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