It is a beautiful title and a beautiful way to think about it—alas, I think gp is right: here, from the charts anyway, the writer seems to mean the count of firms reporting adoption (as a proportion of total survey respondents).

Which paints a grimmer picture—I was surprised that they report a marked decline in adoption amongst firms of 250+ employees. That rate-as-first-derivative apparently turned negative months ago!

Then again, it’s awfully scant on context: does the absolute number of firms tell us much about how (or how productively) they’re using this tech? Maybe that’s for their deluxe investors.