Saad Ullah
The enterprise AI world just got turned upside down. Fresh data from Menlo Ventures shows Anthropic has done the impossible - it's overtaken OpenAI as the top enterprise AI provider. We're talking about a complete reversal from just two years ago when OpenAI owned half the market. Now? OpenAI's down to 25% while Anthropic sits pretty at 32%.
The Numbers Don't Lie
As Robert Youssef pointed out in a recent tweet, this isn't just a market shift - it's a seismic change in how businesses think about AI.
Menlo Ventures' mid-2025 data tells a fascinating story. Anthropic has rocketed from 12% market share in 2023 to 32% today, making it the undisputed leader. OpenAI took the biggest hit, plummeting from 50% to 25% in just two years. Google quietly climbed from 7% to 20%, positioning itself as a serious third option, while Meta got crushed, falling from 16% to 9% as enterprises fled to competitors.
When it comes to coding specifically, Anthropic's dominance becomes even more obvious. They're sitting at 42% compared to OpenAI's 21%, Google's 16%, and Meta's 10%. The remaining 11% is scattered among smaller players. This coding leadership suggests developers and enterprises see Anthropic's models as more reliable and better suited for serious software work.
Why OpenAI Lost Its Crown
The rapid collapse of OpenAI's enterprise dominance points to some uncomfortable truths. Businesses want stability and trust above all else, and Anthropic has built its reputation on exactly that - constitutional AI and enterprise-grade safety measures that make CFOs and CTOs sleep better at night. There's also the diversification factor. Smart enterprises don't want to put all their eggs in one AI basket anymore, which opens doors for Google's Gemini and other alternatives.
Saad Ullah
