Menlo Ventures Partner on Enterprise AI Spending Surges and Agentic AI Adoption

This interview features Didier D'souza, a partner at Menlo Ventures and co-author of the firm's '2026 State of Enterprise AI' report, discussing trends in enterprise AI investment with the host.

■ Enterprise AI Spending
- Growth in enterprise AI deployment spending and the report's key findings
- The role of compute demand and chip supply in the AI economy
■ Drivers of Adoption
- How agentic AI differs from chatbot-style AI use
- Coding as a path to general intelligence and its application across industries
- Examples of how companies deploy AI agents in daily operations
■ Market Concentration and Returns
- Which model providers capture the largest share of enterprise API spending
- Productivity returns companies see from their AI spending

This is suited for professionals, investors, and business leaders who want to understand where enterprise AI budgets are flowing and why. Viewers will gain a clearer picture of current adoption patterns, key market players, and practical use cases in the AI economy.