#1I Think Anthropic and OpenAI Have Found Product-Market Fit
Simon Willison argues that both Anthropic and OpenAI have cracked product-market fit through enterprise coding agents like Claude Code and Codex, which burn vastly more tokens than consumer products. His evidence is compelling: both companies shifted to API-rate enterprise pricing in April 2026, enterprise hiring is surging, Anthropic's rumored Q2 revenue hit $10.9 billion, and major customers like Uber are blowing through their full-year AI budgets just months into 2026.







