Скачать или смотреть Menlo Ventures - 2025 Mid-Year LLM Market Update: Foundation Model Landscape + Economics

The "2025 Mid-Year LLM Market Update" by Menlo Ventures reveals significant shifts in the enterprise LLM market, with *model API spending more than doubling* to $8.4 billion and a clear trend towards *production inference over model development**. **Anthropic has emerged as the new market leader**, capturing 32% of enterprise usage, surpassing OpenAI's 25%. This shift was largely driven by **code generation becoming AI's first breakout use case**, where Anthropic's Claude holds a dominant 42% market share. Additionally, the report highlights that new methods like **reinforcement learning with verifiers (RLVR)* and training models as *"agents" that can use tools* are key to scaling intelligence and utility. Despite the advantages of customization and potential cost savings, *open-source model adoption has flattened* at 13%, primarily due to a persistent performance gap compared to closed-source frontier models. Finally, the data indicates that enterprises prioritize **model performance over price**, frequently upgrading to the newest, most capable models from their existing providers rather than switching vendors.

https://menlovc.com/perspective/2025-...