I think Anthropic and OpenAI have found product-market fit (simonwillison.net)

Anthropic and OpenAI appear to have achieved a significant product-market fit, as evidenced by reports that Anthropic may be moving towards its first profitable quarter. Companies are noticing skyrocketing expenses associated with their AI usage, particularly for coding agents like Claude Code and Codex. Both companies recently adjusted their pricing plans to align more closely with API token usage, marking a shift away from previously offered discounts and indicating a transition to more substantial revenue streams from enterprise customers. This development is crucial for the AI/ML community, as it suggests that businesses are beginning to recognize the value of coding agents in driving productivity and efficiency. The pricing changes mean that enterprise customers are now paying rates closer to API prices, which could significantly enhance revenue potential for both Anthropic and OpenAI, especially in light of their intentions to pursue IPOs. Additionally, the sharp increase in API costs and the shift to enterprise-focused pricing illustrate how essential coding agents have become in professional settings, hinting at a new growth phase for AI technologies in commercial applications.