Menlo Ventures合伙人Tim Tully表示，这种权力转移在一定程度上要归功于Claude 3.5的进步，以及大多数公司正在使用三个或更多的大型人工智能模型。This year, the company's spending on generative artificial intelligence (AI) has soared by 500%, to $13.8 billion.
Finance and Economics APP learned that data released by the venture capital firm Menlo Ventures on Wednesday showed that this year, companies' spending on generative artificial intelligence (AI) skyrocketed by 500%, increasing from $2.3 billion in 2023 to $13.8 billion. The report also found that OpenAI's market share in the enterprise AI field dropped from 50% to 34%. Anthropic's market share doubled, increasing from 12% to 24%. The report states that these results come from a survey of 600 enterprise IT decision-makers, with over 50 employees in these enterprises.
Menlo Ventures is an investor in Anthropic.
Tim Tully, a partner at Menlo Ventures, said that this power shift is partly due to the advancements of Claude 3.5 and the fact that most companies are using three or more large artificial intelligence models.
Tully explained: "Developers are very clever - they know how to switch quickly between models. They choose the model that best suits their use case... most likely Claude 3.5."
Meta Platforms (META.US) maintains a market share of 16%, while Cohere's market share remains at 3%. Google (GOOGL.US) saw an increase in share from 7% to 12%, while Mistral's share dropped by one percentage point, falling to 5% in 2024.
The report found that foundational models - such as OpenAI's ChatGPT, Google's Gemini, and Anthropic's Claude, still dominate enterprise spending, with large language models receiving $6.5 billion in corporate investments.
Menlo's report is optimistic about ai agents, which is the forefront and hot investment area of ai in 2024. Google, microsoft (MSFT.US), amazon (AMZN.US), OpenAI, and Anthropic are all researching this technology. Ai agents are seen as a more advanced technology than chatbots. They can perform multi-step, complex tasks on behalf of users and generate their own to-do lists, so users do not have to guide them step by step through the entire process.
Tully said, "Agent technology is real, not hype. I don't think it will necessarily cure cancer, but it can improve people's work efficiency and help companies generate revenue."
The report found that code generation is the main use case of generative ai, with over half of the respondents listing it as the main application. Next is supporting chatbots at 31%, followed by enterprise search and retrieval, data extraction and transformation, and meeting summaries.
