Investor Shelf

Charts / Menlo Ventures

Startups Are Winning Across Application AI, Trail in Infrastructure

Menlo VenturesDecember 2025
Startups Are Winning Across Application AI, Trail in Infrastructure
Chart by Menlo Ventures. Source: menlovc.com

Comparison of market share between startups and incumbents across Departmental AI, Vertical AI, Horizontal AI, and AI Infrastructure categories.

LabelValue shown on the chart
Departmental AI - Startups60%
Departmental AI - Incumbents40%
Vertical AI - Startups88%
Vertical AI - Incumbents12%
Horizontal AI - Startups57%
Horizontal AI - Incumbents43%
AI Infrastructure - Startups44%
AI Infrastructure - Incumbents56%

Shown as a preview with credit and a link to the original. Publishers can request removal.

View the original on menlovc.com

More charts from Menlo Ventures