#1I Think Anthropic and OpenAI Have Found Product-Market Fit
Simon Willison argues that the real product-market fit for both AI labs arrived in April 2026 through enterprise coding agents — Claude Code and Codex — not consumer chatbots. He points to staggering evidence: Uber blew its full-year AI budget in just months, Anthropic is burning $1.25 billion per month on compute, and both companies are aggressively hiring enterprise sales teams. Willison calls this a new inflection point where massive revenue is finally materializing.




