27th May 2026 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. Enterprise customers are now paying API prices I think they’ve found product-market fit And they’re ramping up The AI-failure stories around this are pretty thin We also know the labs are spending a lot...