Laura Brighten covers applied AI for The Information and authored the reporting discussed in this episode on enterprise adoption of AI coding agents including Claude Code, Codex, and Cursor.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Claude Code retains and grows enterprise usage even as costs rise because it was first to market, engineers prefer it, and companies are still in early adoption phases, giving Anthropic strong pricing power.
Cursor is maintaining strong enterprise traction with 7x revenue growth and 11x adoption of its proprietary Composer and Grok models year-to-date, even as some customers migrate to Claude Code or Codex due to Cursor's usage-based pricing changes.
OpenAI's Codex is growing faster than Claude Code at some large enterprises, with engineering teams reporting better returns, signaling a credible second entrant in the enterprise AI coding market.