“Menlo is an investor in Anthropic.”
Menlo’s survey of 600 IT decision-makers finds Anthropic doubled its enterprise share from 12 to 24 percent while OpenAI fell from 50 to 34. The partner presenting the numbers says developers are picking the model that fits best, “and that’s likely Claude 3.5.” He also says “the agent stuff is real” and not hype. An investor surveyed the market and found his own portfolio company winning.