Anthropic and OpenAI hit product-market fit as enterprise LLM spend surges
Simon Willison observes that Anthropic is rumoured to be approaching its first profitable quarter, with enterprises reporting surprising spikes in staff-driven LLM usage; both labs are rapidly ramping API-tier customers
For an AI PM in a regulated corp, this is the moment to get ahead of cost governance β shadow LLM spend is real, and finance will come asking soon; build chargeback models and usage monitoring before you're forced to