Anthropic and OpenAI appear to have found product-market fit as enterprise LLM usage surges
By
Simon Willison
Kettled twice. Extra chewy, extra trustworthy.
Summary
The article discusses how Anthropic and OpenAI have likely achieved product-market fit, evidenced by Anthropic's rumored first profitable quarter and enterprise customers facing unexpectedly high LLM bills from staff usage. The author argues that current API pricing for heavy users of coding agents (like the $100/month plans) represents a fantastic deal, and that enterprise adoption is driving significant revenue growth for both companies.
Key quotes
· 3 pulledAnthropic 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.
If you are a heavy user of coding agents these plans are a fantastic deal.
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