Comment by mbesto
1 day ago
> but I suspect there’s a more important factor here: I think they’ve finally found product-market fit
Ahhh the classic startup term that's definition is nebulous. But also, since when does any definition of product/market fit mean a product is profitable? And profitable in what sense? Unit economics? Overall company?
Oh I'm absolutely taking advantage of the fact that "product-market fit" has a bit of a nebulous meaning here.
It's a great hook to build an article around. My core point is more that April 2026 was the point when Anthropic and OpenAI finally appeared to have figured out a credible business model.
> My core point is more that April 2026 was the point when Anthropic and OpenAI finally appeared to have figured out a credible business model.
How so? What's specifically changed? We still don't know what their unit economics are and everything you've documented is basically speculation at this point.
> What's specifically changed?
1. Both Anthropic and OpenAI significantly increased the prices of their latest models. They're clearly not trying to offer the lowest-price-possible to drum up demand any more.
2. Both Anthropic and OpenAI no longer let enterprise companies buy discounted almost-all-you-can-eat subscriptions. Those big enterprises are now paying full API prices.
3. According to reasonably well-sourced leaks, Anthropic may be about to have their first profitable quarter.
And I didn't even say "profitable", I said "credible business model". I think getting companies to spend hundreds of dollars per month per seat, WITHOUT crazy subscription discounts, is a credible business model.
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