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Checked fact 493214 Nov 2026Money and compute

Menlo says Anthropic's Claude Code and OpenAI's Codex combine for $24.0 billion, 70% of the $34.0 billion coding market

The exact words it rests on

Anthropic's Claude Code and OpenAI's Codex combine for $24.0B, 70% of the $34.0B coding market, up from about $1B last year.

What the source said when we opened it, on 13 Nov 2026.

The source

2026: The State of Enterprise AI
Menlo Ventures · 2026-11-03

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In the story

Menlo Ventures estimates 2026 enterprise AI coding spend at $34.0 billion 14 Nov 2026

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