General assistants
AI used across any job: chat assistants, AI search, writing and meeting notes.
Who is making money
The companies earning or raising real money in this part of AI. Suppliers are marked: they sell to the builders rather than to end users.
the dominant assistant
About $13B revenue in 2025, against about $34B of costs (reported)
Open profileMakes Claude and Claude Code, and is strongest with businesses and software builders.
Annualised revenue run rate above $65B at the end of July 2026, reported from an investor update (Aug 2026)
Open profileMakes Gemini, the assistant built into Android, Search and Workspace.
25% of AI chip supply (Epoch AI)
Open profileAI inside Office
20M+ users (2025)
Open profileBuilds Meta AI into Facebook, Instagram and WhatsApp, and makes the Ray-Ban glasses with EssilorLuxottica.
Sales more than tripled (H1 2025)
Open profileFrench lab with open and paid models, chosen by European firms that want data kept in Europe.
About $14B valuation (Sep 2025)
Open profileAI search
More than $750M annualised, up from under $250M at the start of 2026 (press reports, Aug 2026)
Open profileBuilds the Grok assistant, offered through X and its own app and API.
About $500M annualised run rate in 2026 (reported)
Open profilemeeting notes
About $100M a year (2025)
Open profileBuilds Apple Intelligence into iPhone, Mac and iPad, and uses partner models for harder tasks.
Open profileWriting checker and AI writing assistant, now sold under the Superhuman umbrella.
Open profileWorkspace app for notes, wikis and projects, with AI writing and search added.
Open profileQ&A site that runs Poe, an app for chatting with many AI models in one place.
Open profileAI search and chat app for research and work, sold to individuals and firms.
Open profileVideo calls with an AI companion that writes meeting summaries and answers questions about past calls.
Open profileWhere the money flows
People and companies pay $20 to $30 a month per seat. Free use is funded by investors.
No money flows mapped here yet.
The openings
Gaps still open in this area, from ones a small business could take to ones only giants can play.
- Small business Meeting-to-action pipelines that write into the client's own CRM and project system
- Small business Assistants built for NZ privacy and data rules
- Startup money A new AI-first office suite
- Giants only A general assistant to rival ChatGPT
General assistants are a feature Microsoft, Google and the labs give away, leaving little room for independents.
Sources: menlovc.com
The map updates three times a week.
241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.
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