I think Anthropic and OpenAI have found product-market fit

OpenAI and Anthropic have found sustainable product-market fit with their enterprise coding agents (Claude Code/Cowork and Codex), as evidenced by companies discovering unexpectedly high API bills from heavy staff usage. Both companies shifted their enterprise pricing in late 2025 and April 2026 to charge API rates rather than heavily discounted per-seat models, while releasing higher-priced frontier models, indicating they can now monetize strong demand profitably at scale.