Simon Willison 5/27/2026

I think Anthropic and OpenAI have found product-market fit

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This article discusses how Anthropic and OpenAI have likely found product-market fit, evidenced by their first profitable quarters and rising enterprise API costs. It details pricing changes where enterprise plans now align with API token usage, leading to higher bills for companies. The author compares personal subscription costs to API usage, highlighting significant savings for individual users. The piece also notes new model releases with increased API prices, signaling a shift in the AI industry's monetization strategy.

I think Anthropic and OpenAI have found product-market fit

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