The biggest shift in enterprise AI just showed up in the data. Ramp’s AI Index shows Anthropic overtook OpenAI in enterprise subscription spend after the Pentagon backlash turned a policy fight into a brand. And Carina Hong, a 24-year-old Stanford dropout, just raised $200M at a $1.6B valuation to build an AI mathematician with a team she poached from Meta. The incumbents are losing on two fronts: customers and talent.
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