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I think Anthropic and OpenAI have found product

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I think Anthropic and OpenAI have found product-market fit 27th May 2026 Anthropic are strongly rumored to be about to have their first profitable quarter. Stories are circulating of companies surprised at how expensive their LLM bills are becoming from usage by their staff. I think this is because OpenAI and Anthropic have both found product-market fit. - Enterprise customers are now paying API p...
The strongest version of this narrative is that Anthropic and OpenAI have transitioned from consumer-focused AI tools to enterprise-grade solutions with sustainable revenue models. The shift to API-aligned pricing for enterprise customers—combined with the release of more capable (and expensive) models—suggests confidence in the indispensable value of their coding agents. The pushback from companies like Uber and Microsoft isn’t a sign of failure but of product-market fit: customers are willing ...