Anthropic and OpenAI achieve product-market fit with enterprise pricing
Original: I think Anthropic and OpenAI have found product-market fit
Why This Matters
Signals AI companies transitioning from user acquisition to revenue maximization
Simon Willison argues both AI companies found product-market fit as they moved enterprise customers to API pricing in April 2026. Anthropic switched from flat pricing to $20/seat plus API costs, while OpenAI eliminated discounts for enterprise plans.
Both Anthropic and OpenAI made significant pricing changes in April 2026, moving enterprise customers from discounted rates to full API pricing. Anthropic changed its Enterprise plan from flat-rate usage to $20/seat/month plus API costs, while OpenAI aligned Codex pricing with API token usage for all plans. New frontier models GPT-5.5 and Opus 4.7 launched with higher API prices. Willison notes enterprise customers are surprised by rising LLM bills, suggesting heavy adoption. While ChatGPT has 900 million weekly users, only 50 million (5.6%) are paying subscribers. The author spent $2,180 worth of API tokens in 30 days but paid only $200 for consumer plans, highlighting the previous pricing disparity.