Simon Willison • 5/27/2026

I think Anthropic and OpenAI have found product-market fit

This article argues that Anthropic and OpenAI have found product-market fit, evidenced by rumors of Anthropic's first profitable quarter and enterprises surprised by high LLM bills. It details pricing changes where both companies shifted enterprise plans to API-based pricing instead of flat seats, with examples of GPT-5.5 and Opus 4.7 price increases. The author compares personal subscription costs to API token usage, highlighting the value for heavy coding agent users. The piece focuses on AI industry trends, enterprise adoption, and pricing strategies in the tech sector.

0 comments

#Openai #Anthropic #API Pricing