I think Anthropic and OpenAI have found product-market fit

Simon Willison argues coding agents have pushed OpenAI and Anthropic into real product-market fit.

Simon Willison says Claude Code/Cowork and OpenAI Codex have changed the economics of frontier AI. Personal subscriptions can still be bargains for heavy users, but enterprise plans are increasingly priced like API token usage. His core claim is that coding agents burn far more tokens, yet deliver enough value to high-paid knowledge workers that companies will pay materially more.

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