“94% are using a foundation model API. OpenAI’s GPT was the clear favorite in our sample at 91%, however Anthropic interest grew over the last quarter to 15%.”
Sequoia surveyed 33 companies, all from its own network, and called the answers the new stack. Two months old by publication, it reads like a market map for the next funding round. Only 15% built their own models, so nearly everyone pays rent to OpenAI. The acknowledgments thank friends at OpenAI for their review.