ChatGPT Has All but Won the Consumer AI Race. Enterprise Is a Different Story.

ChatGPT may have all but won the consumer AI race, but the enterprise market is still wide open — and it’s going to play out very differently.

Enterprise AI isn’t a winner-takes-all market. It is won company by company, probably with a dash of vertical AI on the side.

Most organizations will eventually pick one main vendor for company-wide adoption. We’re already seeing impressive early momentum from independents like Glean alongside strong entries from Cohere, Sana and others. OpenAI is certainly a contender, buoyed by its consumer dominance — but Anthropic appears comparatively stronger in enterprise. Perplexity is making their way into the market and Google has one of the technically strongest offerings, though they still seem to struggle with productization.

Microsoft’s Copilot is fairly weak, yet likely to eventually win a significant share. Microsoft’s strategy here will likely mirror what we’ve seen with PowerBI in analytics and Teams in collaboration: deliver a good enough product to stop existing Microsoft customers from looking elsewhere. In a way, it’s the opposite of the “you need to be 10x better to win” rule. In Microsoft’s case, being half as good might be enough — where they’re already inside the walls.

Enterprise AI isn’t a race for users. It’s a race for decision-makers.

Originally published on LinkedIn.