This 👇 Anthropic as the enterprise winner narrative based on a few charts from Menlo Ventures surveying a small sample set of CIOs of all the businesses out there is misleading. We are only at the very very very early stages of agents in the enterprise and to call the enterprise winner will look silly premature. Enterprise will be more API usage revenue vs. seat-based subscription ARR for enterprise employees in the long run. Not underestimating Claude Code at all coz Opus 4.5 is impressive but we aren’t even in the first innings yet