According to a recent LinkedIn post from Cyberhaven, the company is revisiting themes from its 2026 AI Adoption & Risk Report using an additional six months of enterprise data. The post suggests that while usage of prominent GenAI apps such as ChatGPT and Gemini is plateauing in terms of app adoption, the volume of data flowing through these tools has grown about 80% year over year.
The company’s LinkedIn post highlights that stronger growth appears to be occurring at the endpoint, where coding assistants and autonomous agents are expanding roughly six times faster than SaaS-based AI tools. This shift may indicate that AI value creation and risk are increasingly concentrated in developer workflows and local agents rather than in traditional cloud applications.
From an investor perspective, the emphasis on where enterprise AI data actually resides underscores evolving security and compliance needs that could reshape spending priorities. The post implies that security programs focused solely on app-level approvals may overlook material exposure at endpoints, potentially creating demand for more granular data protection and monitoring solutions.
If Cyberhaven can position its offerings to address these emerging risk vectors highlighted in the newsletter, the company could benefit from growing budgets aimed at securing AI-assisted development and autonomous agents. More broadly, the data trends described in the post point to a maturing AI adoption curve, with implications for vendors across cybersecurity, developer tooling, and enterprise AI infrastructure.