Menlo's latest enterprise AI report confirms what the balance sheets are starting to show: per-company AI spending has increased nearly five times in a single year, with autonomous agents driving the bulk of that acceleration.
The report surfaces ten statistics worth reading in full, including Anthropic's growing market share against OpenAI, coding agent revenue figures, and early evidence that AI tooling is cannibalizing traditional SaaS budgets. These are not projections. They are trailing spend numbers from enterprise customers already in production.
Meanwhile, the macro picture is complicated: AI stocks are experiencing their worst drawdown since 2020, Anthropic IPO confidence is weakening, and Meter's research data suggests AI-assisted work is compressing innovation cycles. The divergence between enterprise adoption curves and public market sentiment is the real story here.
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