#1I Think Anthropic and OpenAI Have Found Product-Market Fit
Simon Willison argues that both Anthropic and OpenAI have finally cracked sustainable revenue through enterprise coding agents, with power users racking up $200+/month in API costs and Uber burning through its annual AI budget in months via Claude Code adoption. Both companies restructured pricing to charge API rates instead of flat fees, and Anthropic inked a staggering $1.25 billion monthly compute deal with SpaceX. Enterprise sales hiring is surging at both companies — 32.6% of new roles at OpenAI, 26.9% at Anthropic — signaling this is their breakout commercial moment.







