Enterprise LLM API market share by usage (leading providers)

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> 12% held by open-source: 8% Meta + other 4% spread across Cohere, Mistral, Qwen, Deepseek, etc.

> report claims only 1% of enterprise API usage held by Chinese open-source models

> OpenAI’s share almost halved since 2023

> Anthropic now holds 54% of enterprise coding after 12% gain since Claude Code launch

> OpenAI & Google follow at ~21% & ~11% respectively

> Claude remains dev-favorite, leading most major coding benchmarks with only temporary setbacks

> likely to IPO soon at $11B valuation following a $300M employee liquidity event + quick back-to-back funding rounds

> heavily leveraging AI: half of its $600M ARR coming from AI tools (search, note-taking, autonomous "AI teammates", etc.) according to management

> ~$100M ARR added since Sept after Notion 3.0 rollout of AI Agents + expanded AI features

> maintained $10B valuation for 4 years; hiked up to $11B only now

> hit 100M+ users in 2024 (current unknown) but reports claim 80% users outside of US

> ~20x (inflation-adjusted) fewer humans needed to build unicorns after 4.5 decades

> 9x added to valuation with only 2x the employees at Cursor

> trend follows across AI startups: $111K avg. valuation/employee at new select AI native companies with $5M+ ARR (as per Lean AI Leaderboard)