Meritech's comprehensive software market analysis shows enterprise budgets shifting toward AI, with companies positioned in token flow up 199% since early 2024 versus flat performance elsewhere; Anthropic's S-1 filing at $46B implied ARR threatens non-AI-accelerating incumbents, while growth now commands 5x the valuation premium of profitability.
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Topics: Enterprise Software · AI (Horizontal)
Published by Meritech · their site ↗
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