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News of the day
1. OpenAI leads enterprise AI, with Anthropic rapidly gaining. Microsoft dominates applications, while large firms aren't adopting open-source AI yet. → Read more
2. Explore Moltbook, a social network for AI agents, and the implications of AI-driven internet conversations. Discusses automated R&D and AI's impact on technical hiring. → Read more
3. MIT researchers developed DiffSyn, an AI model that suggests synthesis routes for complex materials, overcoming the trial-and-error bottleneck and accelerating discovery. → Read more
4. India offers foreign cloud providers zero taxes through 2047 on services sold outside the country to attract AI workloads, despite infrastructure challenges. → Read more
Our take
Hi Dotikers!
Andreessen Horowitz just released its third annual survey of 100 CIOs from major Global 2000 companies. The verdict on the enterprise AI market is clear: smaller players aren't really in the race.
First takeaway: OpenAI remains king with 78% of surveyed companies using its models in production and roughly 56% of total spending. The dominance is real. But it's eroding.
Anthropic is the real winner of the past few months. Its enterprise penetration jumped 25% since May 2025 to reach 44%. What's particularly telling is the adoption of latest models: 75% of Anthropic customers are already running Sonnet 4.5 or Opus 4.5 in production. At OpenAI, only 46% use GPT 5.2. When your customers stick with older versions because they work well enough, that's rarely a sign of momentum.
The breakdown by use case tells an interesting story. OpenAI dominates chatbots and customer support, those horizontal use cases adopted first. Anthropic leads in software development and data analysis, the high value use cases that consume lots of tokens. Google Gemini holds its own across the board except in coding, where it's strangely absent.
One small detail worth noting: a16z is an investor in OpenAI. The study remains rigorous, but when the numbers show OpenAI on top, it's hard to ignore the potential bias. Average enterprise spending on AI models jumped from 2.5 to 7 million dollars in one year, a 180% increase. Forecasts point to 11.6 million by 2026.
The race isn't over, but Anthropic has clearly earned its seat at the table.
G.
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