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Model

Enterprise multi-model usage share (Menlo)

not yet measurable45/95 confidence, limited or vaguegrade Bcoincidentrefreshed irregularly: Menlo's later waves state the pattern without a share; the row is refreshed when a wave publishes one.

1What this measures

Share of enterprises using more than one foundation model, from Menlo Ventures' enterprise surveys (60% in the 2023 wave, restated in 2024); the 2024 wave states 'three or more models' without a share and the 2025 mid-year update gives the share that switched vendors (11%), shown alongside.

Why it matters. Multi-homing is the model layer's pricing power in one number: buyers who route across providers keep the surplus; buyers locked to one hand it over.

Proxy types
behaviour, market_structure
Unit
share
Cadence
annual

2How we track this

Direction over 2 periods, dead-band 5.0%; higher = dispersing.

Annual waves; a move under five points is survey noise. More multi-homing disperses the model layer's pricing power.

Applied to menlo.enterprise.multi_model_share.pt.

3Tracker interpretation

Sixty percent multi-homed in 2023 and the pattern has only spread since, but Menlo stopped publishing the share; the 11% vendor-switch figure says buyers add models rather than replace them.

4Evidence

Direction over the last 2 periods; the band is ±5.0% around the window's first point. Higher reads dispersing.

Latest point
60.0%as of 2023-11-10
enterprise
Value the bands apply to
60.0%as of 2023-11-10

3 observations. Hollow points are disputed (see counterevidence). Every point links to its observation.

5Status and reasoning

not yet measurablesince 2026-09-10 · evaluate

First reading. Menlo's 2023 enterprise survey put multi-model use at 60% (restated January 2024); later waves state the pattern without a share and the 2025 mid-year update gives an 11% vendor-switch rate instead. One numeric point, so not yet measurable.

6Timeline notes

  • 2023-11-10 enterprise · 60.0%as of 2023-11-10

7Counterevidence

What cuts against this reading

One survey house; the numeric share is a 2023 figure; later waves changed the question.

8Update history

  1. 2026-09-10unmeasured to not yet measurableconf 45 · evaluate

    First reading. Menlo's 2023 enterprise survey put multi-model use at 60% (restated January 2024); later waves state the pattern without a share and the 2025 mid-year update gives an 11% vendor-switch rate instead. One numeric point, so not yet measurable.

9Confidence

45 / 95 — limited or vague evidence

Confidence is independent of status: 90–95 multiple strong independent sources; 70–89 good evidence, some ambiguity; 50–69 mixed or hard to operationalise; below 50 limited or vague.

10Related