I think Anthropic and OpenAI have found product-market fit
Anthropic and OpenAI shifted enterprise pricing to API usage, signaling true product-market fit.
“I had assumed that companies making extensive use of agents were getting similar discounts. It turns out I could not have been more wrong about that.”
Simon Willison argues that Anthropic and OpenAI have found product-market fit, evidenced by both companies shifting enterprise plans from flat-seat pricing to API token-based usage billing. Anthropic made the change in November 2025 and OpenAI in April 2026, meaning enterprise customers now pay real API prices rather than flat subscriptions. This matters because surprise LLM bills at scale signal genuine, deep adoption rather than experimental usage.