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Simon Willison: Anthropic and OpenAI Have Found Product-Market Fit Through Coding Agents — 1,008 Points, 1,114 Comments
Simon Willison's analysis argues both companies achieved genuine PMF via enterprise coding agents, not consumer chatbots. Key evidence: Anthropic's rumored Q2 2026 revenue hit $10.9B (up from $4B in Aug 2025), a SpaceX S-1 filing revealed a $1.25B/month cloud services agreement with Anthropic through May 2029, and both companies shifted enterprise plans from flat-rate seats to per-token usage pricing in April 2026. The November 2025 models (GPT-5.1 + Opus 4.5) were identified as the inflection point where agents became reliable enough for daily professional use.
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