Enterprises, IDC says, remain largely unsold on Anthropic’s Claude models, with only 19 percent using them extensively and 25 percent actively evaluating them. OpenAI and Google are better represented in enterprises, with about 42 percent and 38 percent of organizations"
This means there’s lots of “headspace” to grow revenue, or disappointing and incomprehensible ROI, i.e., enterprises are finding it hard to figure out what to do with AI. Or both!