Re:I think Anthropic and OpenAI have found product-market fit
by simonw on Wednesday May 27, 2026 @02:44PM
(#48298623)
I thought my post was pretty free of hype. I said that this new revenue "Maybe even enough to start covering their costs!"
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Re:I think Anthropic and OpenAI have found product-market fit
by WhrRTheBaboons on Wednesday May 27, 2026 @03:18PM
(#48299119)
that statement is pretty high on hype relative to the actual financials though
Re:I think Anthropic and OpenAI have found product-market fit
by hansmayer on Wednesday May 27, 2026 @02:49PM
(#48298692)
Well, your title certainly was not, in any case!
Re:I think Anthropic and OpenAI have found product-market fit
by chipotle_coyote on Wednesday May 27, 2026 @03:47PM
(#48299557)
I mean, a company that loses money on every widget they sell might technically have found "product-market fit." :)
It seems quite possible to me that developer tooling is going to end up being the biggest win from LLMs because there is a product-market fit -- and also quite possible that OpenAI and/or Anthropic end up getting bought for pennies on the dollar because their burn rate is unsustainable. AI may end up being this generation's "dark fiber."