I think Anthropic and OpenAI have found product-market fit
Anthropic and OpenAI are reportedly on the verge of achieving their first profitable quarter. Both companies have adjusted their pricing strategies, aligning enterprise costs with API usage rates. This shift indicates that they may have found product-market fit, particularly with their coding and general-purpose agent products.
- ▪Anthropic is rumored to be approaching its first profitable quarter.
- ▪Both companies have changed their pricing structures to align enterprise costs with API usage.
- ▪OpenAI and Anthropic's recent pricing strategies suggest they have found product-market fit.
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I think Anthropic and OpenAI have found product-market fit 27th May 2026 Anthropic 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. I think this is because OpenAI and Anthropic have both found product-market fit. Enterprise customers are now paying API prices I think they’ve found product-market fit And they’re ramping up The AI-failure stories around this are pretty thin We also know the labs are spending a lot API revenue is becoming less important April is a new inflection point Enterprise customers are now paying API prices I currently subscribe to the $100/month Max plan from Anthropic and the $100/month Pro plan from OpenAI.
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