Simon Willison argues Anthropic and OpenAI have hit product-market fit as enterprises rack up large LLM usage bills

Simon Willison says Anthropic and OpenAI appear to have found product-market fit, driven by heavy enterprise use of coding agents and other LLM tools. He notes that while individual $100/month plans can provide thousands of dollars of API-equivalent usage, enterprise customers are increasingly paying per-seat fees plus API rates, leading to unexpectedly large bills.

The shift suggests AI labs are moving from subsidized experimentation toward durable, usage-based revenue, especially in software development workflows. If enterprises keep absorbing these costs, AI agents may become a major SaaS-like budget category rather than a niche productivity add-on.

I think Anthropic and OpenAI have found product-market fit