America answered China’s lead in open AI models twice in the last 24 hours, with opposite bets. Meta’s Muse Spark Open is built for power. Reflection’s Beam, out today, was trained to use fewer tokens. On one coding test, it used about a third of the tokens of China’s GLM-5.2.
Reflection’s bet: Buyers will care more about the cost of each finished task than the price of each token. Nobody has published cost per task for these models yet, so we’re measuring it. My interview with Reflection’s technology chief: venturebeat.com/technology/r…
Companies pay for Claude. They run their agents on OpenAI.
Ramp reports more businesses now pay Anthropic than OpenAI. Yet in VentureBeat’s September survey, twice as many companies run AI agents on OpenAI’s platform as on Anthropic’s: 43% to 22%.
Anthropic’s opening: Among 61 companies shopping for a new agent platform, 33% are considering Anthropic’s and 30% OpenAI’s, a statistically insignificant gap.
More on the full @VentureBeat survey, including Google’s numbers: venturebeat.com/orchestratio…
Enterprises run several AI agent platforms at once. Only one gets named the primary.
Of the 75 companies running OpenAI's agent platform, 52 named it the primary. That's 69%.
Of the 45 running Anthropic's, 17 did. That's 38%.
New VentureBeat Research. 169 enterprises.
Primary platform, full August ranking:
OpenAI 33%
Google 24%
Microsoft 13%
Anthropic 11%
Enterprise apps (Salesforce SAP, Workforce, etc) 11%
Amazon 3%
Anthropic is fourth. Behind Google and Microsoft.
(@VentureBeat data)
Most enterprises think they’re scaling AI. In reality, they’re just creating a mess.
New @VentureBeat research exposes the "Governance Mirage": 72% of orgs now juggle 2+ "primary" platforms, leaving them with zero centralized control.
The "Security Irony" is real. 🧵 (1/4)
For those who want the full data dive immediately, here is the link: venturebeat.com/orchestratio…
The irony? 40% of orgs rely on model providers to secure the agents they provide.
But with vendor opacity as the #1 hurdle, per our research, you can't audit what you can't see.
That's why 34.3% of leaders are moving toward a hybrid control plane to reclaim sovereignty. (3/4)
The era of "blind trust" in AI vendors is ending. Organizations need independent security instrumentation, not a vendor-locked "mirage."
Read the full @VentureBeat flagship report on how the largest employers are fighting to reclaim the AI Control Plane: venturebeat.com/orchestratio…
OpenAI bought arguably the most 'unhinged' project in AI history.
Harrison Chase (CEO, @LangChain) dropped a truth bomb on our podcast: OpenClaw succeeded because it was reckless. It did the things a $100B lab like Anthropic or OpenAI couldn't do.
Now OpenAI is bringing that 'unhinged' energy inside the house.
Is this the final nail in the coffin for the simple chatbot? I think so. We're entering the era of 'doing' agents that write code under the hood and don't ask for permission.
Full podcast drops in a week or so, but here's Harrison's take below. 👇
LangChain's CEO refused to let employees install OpenClaw on company laptops — then called it one of the most important agent projects in years. The paradox explains everything about where enterprise AI is heading. venturebeat.com/technology/o…
The "Vertical AI" investment thesis is getting eaten alive.
Exhibit A: Anthropic’s Claude Cowork. Built in ~10 days, yet likely outperforming bespoke tools giants spent years building.
The industry treated vertical agents as "expert knowledge" rather than compute problems. 🧵
Replit is trying to build this infrastructure for program synthesis.
The result? They are currently ranked as one of the fastest-growing SaaS companies on the planet (per RAMP data).
They are building the plumbing.
In my podcast with @amasad, we go deep:
• Why 99% of enterprise agents fail ("slop")
• The "Harness Paradox" (be ready to delete your code) • The "Verifier Loop" hack that fixes hallucinations
If you're building a Vertical AI startup, watch this: youtube.com/watch?v=7i7A-Y4E…