The power of distribution wins again 👑 Microsoft Copilot dominates in big enterprises. Smaller teams adopt emerging tools like Cursor, Claude AI & Zed. Cursor and Claude AI usage drops sharply as company size grows. Surprisingly, Google Gemini shows low, flat usage across all company sizes 🤔 The real innovation in AI dev tooling is happening outside big enterprises. If you're building the next-gen stack, your early adopters are in startups (and maybe medium) where there's less friction and more room to experiment.
It's honestly shocking given the different quality of those products. Without being rude, one of those things is about 50 IQ points behind the rest ...
Make an average tool, give it away for free (or pennies) and ‘they will buy’. That’s one strategy, sure, but I happily work for a company that prioritizes innovation. When we analyzed our 2024-5 growth numbers at Salesforce (i.e companies that purchased our agentic AI tools), we saw that the fastest adoption came from our ‘commercial’ (mid-market) segment: ambitious, innovative companies large enough to take automation seriously but also nimble enough to make decisions quickly. I have the pleasure of speaking with leaders at these companies daily, it’s such a fun time to be in technology!
The dynamics of AI tool adoption across company sizes is fascinating. What do you think are the key factors that enable startups to experiment more freely compared to larger enterprises?
GitHub Copilot is the logical winner; it’s not a fork, it’s not a CLI tool, and it’s cheap. I still use Claude and Gemini models via Copilot, so I’d have a hard time answering this survey.
Microsoft plays this game often James Schauer Balaji Gopalan