LLM Market Share: Anthropic is kicking _ss and taking share!

Menlo Venture reports that Anthropic now earns 40% of enterprise LLM spend. That's up from 24% last year and 12% in 2023. OpenAI lost almost half of its enterprise share, dipping to 27% from 50% in 2023. Google also gained, increasing its enterprise share from 7% in 2023 to 21% in 2025.

Anthropic’s acceleration is driven by dominance in the coding market, with an estimated 54% market share, compared to 21% for OpenAI. This is up from 42% just six months ago, driven in large part by the popularity of Claude Code.

These three companies account for 88% of enterprise LLM API usage, with the remaining 12% spread across Meta’s Llama, Cohere, Mistral, and a long tail of smaller providers.

Menlo surveyed 500 U.S. enterprise decision-makers, and estimates that US enterprises spent $37B up from last year's $11.5B. https://menlovc.com/perspective/2025-the-state-of-generative-ai-in-the-enterprise/ #AI #Anthropic #OpenAI #LLMs #MenloVentures #Claude #ClaudeCode #Coding #CoPilots

Inception raises $50 million to build diffusion models for code and text

https://fed.brid.gy/r/https://techcrunch.com/2025/11/06/inception-raises-50-million-to-build-diffusion-models-for-code-and-text/