P Equity Research 📰(@pequityresearch):Menlo Ventures: Enterprise AI "For every $1 the industry spends building AI models, enterprises spend about $1.70 putting them to work." "We estimate that Anthropic and OpenAI alone account for 25%+ of AWS, Azure, and Google Cloud revenue, with much of that spend going to training. That investment only pays off if enterprises keep putting models to work, which agents are now driving." $AMZN $GOOGL $MSFT $NVDA $AMD $META

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P Equity Research 📰@pequityresearch

2026.11.10 00:07

Menlo Ventures: Enterprise AI "For every $1 the industry spends building AI models, enterprises spend about $1.70 putting them to work." "We estimate that Anthropic and OpenAI alone account for 25%+ of AWS, Azure, and Google Cloud revenue, with much of that spend going to training. That investment only pays off if enterprises keep putting models to work, which agents are now driving." $AMZN $GOOGL $MSFT $NVDA $AMD $META