Anthropic and OpenAI found product-market fit, argues Simon Willison

Simon Willison's Weblog

Anthropic is rumored to be about to have its first profitable quarter. Companies are reportedly surprised at how expensive their LLM bills are becoming from staff usage.

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Given the recent burst of activity around enterprise pricing and contracts, I think April 2026 was t...14 days agoSimon Willison

Holy sh*t I think Anthropic is profitable now13 days agoTheo - t3․gg

Simon Willison's Weblog

14 days ago