Topic

Enterprise AI spending

Survey-measured enterprise generative AI budgets and their growth relative to falling unit prices.

Current clusters

product1 distinct publisher

Card data, not vendor decks: the enterprise AI split is unsettled, not settled

Ramp puts Anthropic at nearly 44% of its paying business users in July, OpenAI at nearly 40%. The lead is wider than in May, but the growth rate now runs the other way.

Publishers:techcrunch.com

Reality

Evidence52
Adoption74
Hype gap+14
Incentives58
Confidence55

leadership1 distinct publisher

Re-baseline AI procurement on cost per completed task, not dollars per million tokens

Per-token prices fell about 200x since GPT-4's launch while US enterprise AI spend tripled to $37 billion. Tokenizer variance, reasoning tokens and tier discounts are where the bill diverges.

Publishers:hexaware.com

Reality

Evidence55
Adoption58

Top News

Current clusters

Card data, not vendor decks: the enterprise AI split is unsettled, not settled

Re-baseline AI procurement on cost per completed task, not dollars per million tokens