I think Anthropic and OpenAI have found product-market fit
Simon Willison argues coding agents have pushed OpenAI and Anthropic into real product-market fit.
Simon Willison says Claude Code/Cowork and OpenAI Codex have changed the economics of frontier AI. Personal subscriptions can still be bargains for heavy users, but enterprise plans are increasingly priced like API token usage. His core claim is that coding agents burn far more tokens, yet deliver enough value to high-paid knowledge workers that companies will pay materially more.
In this commentary, Simon Willison argues that Anthropic and OpenAI may have already found product-market fit through coding agents. He begins from his own usage: he simultaneously subscribes to Anthropic's US$100-per-month Max plan and OpenAI's US$100-per-month Pro plan, and used ccusage to estimate that, over the past 30 days, if he had switched to API token pricing, Claude Code would have cost about US$1,199.79 and OpenAI Codex would have cost about US$980.37. In other words, an individual heavy user paying US$200 in subscription fees actually consumed roughly US$2,180 worth of tokens—quite a bargain for an individual.
Free shows the 3-line summary; Pro unlocks the full deep summary (~300 words) so you never have to click through.
See Pro plans →Want the original English / full article?
Read on Simon Willison's Weblog →Related
Summaries are AI-generated; the original article is authoritative.