Anthropic and OpenAI believe they have found product-market fit

Anthropic and OpenAI's coding and general-purpose agents are revealing greater revenue potential in enterprise usage-based billing than in consumer subscription models.

Recently, Anthropic changed its Enterprise plan to a structure of 'fixed monthly fee per seat + API usage-based billing,' and OpenAI has also switched its Codex pricing structure to API token usage-based pricing. This is a strategy to effectively monetize the massive token consumption generated by heavy users of coding agents.

In fact, when the usage of heavy coding agent users is converted to API pricing, it turns out to exceed $1,000–$2,000 per month. This guarantees far higher profitability than the existing consumer subscription models of $20–$100 per month.

This shift is also evident in both companies' hiring trends. About 32.6% of OpenAI's job postings and about 26.9% of Anthropic's are classified as enterprise sales and support roles, showing that the shift from AI labs to an enterprise sales model is accelerating.

In conclusion, as coding agents become established as daily tools for professionals, AI companies are analyzed to have reached the product-market fit (PMF) stage, generating actual revenue beyond mere technology demonstrations.