According to a recent LinkedIn post from Rwazi, enterprise adoption of AI vendors in the U.S. appears highly concentrated, with OpenAI and Anthropic emerging as leading paid providers. The post cites figures indicating OpenAI at 35.2% of U.S. businesses paying and Anthropic close behind at 30.6%, with Anthropic’s growth described as rapid and driven partly by Claude Code and enterprise use cases.
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The post further suggests that other major players, including Google at 4.3%, xAI at 1.9%, and DeepSeek below 0.1%, currently trail by a wide margin and may be competing more for relevance than for leadership. For investors, this implied duopoly raises questions around future enterprise pricing power, contractual terms, and customer dependency risks if two providers hold dominant market positions.
As interpreted from the post, a market structure centered on two strong vendors could support premium pricing and upsell opportunities but might also accelerate regulatory scrutiny and encourage enterprises to seek diversification. The LinkedIn content also promotes Rwazi’s Market Mosaic subscription for deeper insights, which may signal the company’s focus on monetizing data-driven analysis of AI and enterprise technology adoption trends.