I think Anthropic and OpenAI have found product-market fit

kept by eddie may 28

Anthropic and OpenAI have found product-market fit with coding agents like Claude Code and Codex, driving enterprise spending so high that both companies switched to API-based billing and are approaching profitability.

Corporate America Is Starting to Ration AI as Cost Skyrockets - WSJ
Companies are rationing AI use as costs skyrocket, with executives scrambling to track returns and reduce spending after hitting budget limits quickly.
also on Uber, Microsoft, #enterprise, OpenAI, Anthropic, #business-strategy
Microsoft’s quiet Claude Code retreat and the real cost of enterprise AI
Microsoft is canceling Claude Code licenses for thousands of employees due to unsustainable token costs, signaling that enterprise AI coding's unit economics don't work at current prices.
also on Uber, Microsoft, #enterprise, Claude Code, Anthropic, #ai-coding, #developer-tools