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I think Anthropic and OpenAI have found product-market fit

Anthropic are strongly rumored to be about to have their first profitable quarter. Stories are circulating of companies surprised at how expensive their LLM bills are becoming from usage by their staff. I think this is because OpenAI and Anthropic have both found product-market fit. I currently subscribe to the $100/month Max plan from Anthropic and the $100/month Pro plan from OpenAI. If you are a heavy user of coding agents these plans are a fantastic deal. I just ran the ccusage tool on my laptop to get an estimate of how much I would have spent if I were to pay for API tokens in the past 30 days and got:

  1. $1,199.79 for Anthropic Claude Code
  2. $980.37 for OpenAI Codex

Full use case : Anthropic and OpenAI seem to have finally found product-market fit with coding agents, which are quickly becoming daily drivers for very well-paid professionals.

Tagged: AI use case Costs