I think Anthropic and OpenAI have found product-market fit
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 …
AI Summary
Anthropic and OpenAI have achieved product-market fit, with Anthropic rumored to reach profitability in their first quarter, driven by widespread adoption of their LLM services despite rising costs for enterprise users. Both companies recently shifted their enterprise pricing models from flat-rate subscription plans to usage-based pricing aligned with API token consumption, with Anthropic making the change in November 2025 and OpenAI following in April 2026, affecting both new and existing customers upon contract renewal. While individual subscribers on paid plans receive significant value (the author estimates $2,180 worth of tokens for $200/month in costs), companies using these models extensively through agents are discovering substantially higher expenses under the new pricing structures.