Surface 03 · Vendor Allocation

Where's your white space?

7 work archetypes · 42 vendor slices · vendor share blended seat-revenue × token-volume per archetype workload mix.

ModeledData tier · methodology v1.3 · refreshed quarterly · read the methodology

Across 7 archetypes × 42 vendor slices: where you lead, where you trail, where no one has claimed the cell yet. Read it as your product roadmap.

Slice by:Work archetype·Enterprise

Meta insight

Model labs own the cognitive layer. Workflow incumbents own the buyer relationship. Pure-play AI vendors are taking real share — and need to be named, not buried in “other.”

Model labsAnthropic leads SWE + Research. OpenAI contests Financial Analysis (tied at 24%).

Workflow incumbentsMicrosoft Copilot leads Sales Ops (27%) + HR (31%). Salesforce Agentforce takes 20% of Sales Ops + 13% of Customer Support. Workday takes 17% of HR.

Pure-play AICursor 11% of SWE. Sierra · Decagon · Intercom · Ada combined are the leader of Customer Support Triage at 22%. Glean + Perplexity 10% of Research. Harvey leads Legal at 23%.

CaveatMicrosoft seat-revenue overstates active-use share — 40-70% of Copilot seats are shelfware in year one. Token-lens correction discounts seat dollars by ~30%.

CaveatPure-play AIModel labsWorkflow incumbents

Legal Drafting & Review

Harvey leads · 23.0%

▸ Show slices

Harvey23%?

OpenAI21%?

Anthropic21%?

Microsoft Copilot12%?

Thomson Reuters / Lexis12%?

Other6%?

Google5%?

Software Engineering Agents