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STORY · MULTI-SOURCE·1 sources·SIG 65

I think Anthropic and OpenAI have found product-market fit

Anthropic et OpenAI auraient trouvé leur product-market fit. Anthropic approche sa première trimestre rentable. Des entreprises découvrent des factures LLM explosives dues à l'utilisation intensive par leurs équipes, notamment via Claude Code. Les plans $100/mois deviennent rentables pour les utilisateurs intensifs d'agents de code.

AnthropicClaude CodeOpenAIAI AgentsBusiness

Timeline

  1. 27 May 16:38
    Simon WillisonI think Anthropic and OpenAI have found product-market fit

    Anthropic and OpenAI have achieved product-market fit. Anthropic nears its first profitable quarter. Companies face surging LLM bills from staff usage, particularly Claude Code. $100/month subscription plans become cost-effective for heavy coding agent users.

    SIG 65
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I think Anthropic and OpenAI have found product-market fit · Signal IA