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Comment “Enterprise” and I’ll send you the full post. MIT said 95% of enterprise AI pilots fail. A16z investing partner Kimberly Tan just dropped the data — 29% of the Fortune 500 are live, paying AI customers right now, and the categories that haven’t broken out yet are exactly where the next Harvey and Cursor are being built. If you like this kind of thing and want to stay close — join our community Frontier. Link in bio. Kimberly Tan, a16z, Andreessen Horowitz, enterprise AI, Fortune 500, AI adoption, MIT study, Cursor, Harvey, coding AI, AI investing, SaaS #AI #founder #venture #enterprise #startup​​​​​​​​​​​​​​​​

@atlasthevc
253 views16 likes2:02ENApr 10, 2026
436 words2504 characters30 sentencesReadability: Middle School

Transcript

My team just published a study claiming 95% of enterprise AI pilots failed to convert. But A16Z just dropped some hard data that basically said, I call CAP, Kimberly Tan, who's a partner at A16Z and covers SAS and AI software, just published a dense X post. Now, if you wanna check it out, comment enterprise, and I'll shoot it over to you, of course. Here's a bit of what it actually said. What they're seeing is that about 30% of 4 to 500 companies have AI live paying customers of a leading AI startup right now. They're not piloting and evaluating anymore. They're actually deployed live inside their organizations. And when it comes to the global 2000, they see it at about 20%. And remember, this is only three years after the chat GPT moment. And which crazy is that 4 to 500s are usually the slowest ones to adopt technology. startups used to have to spend years just landing their first enterprise customer. And clearly, three use cases are pretty much dominating everything. Coding, support, and search. But it's orders of magnitude greater than the next category. They see the best engineers running like 10 to 20X productivity gains with AI coding tools, like codex, cloud code, and cursor. What they're seeing is that model capabilities are actually improving faster in categories that haven't broke out yet. Accounting, auditing. Those are the areas that are now showing like a 20% jump in the economic productivity benchmarks. Also, some areas that I wouldn't have even expected, like policing and detective work. Those are up like 30%. So the reason why I would really suggest taking a look at this report is because it breaks down some pretty good insights for founders and investors. Because we already know that the categories that are winning are coding, legal, healthcare. But it breaks down that there won't be just a category winner in those areas. And again, some of the categories that call out that haven't broken out yet could be ripe for opportunity. Yes, accounting and auditing, but there's some other categories I mentioned too. And what they're saying is that these sleeper categories have a similar setup that Harvey and Cursor had like two years ago. So the founders who move into these categories before they've broken out yet are going to be the ones that look obvious in hindsight. And my teeth thought they had the headline, but A6 and Z have the receipts. And again, if you love this sort of thing and want to stay close, join our community frontier. Link and bio.