I THINK ANTHROPIC AND OPENAI HAVE FOUND PRODUCT-MARKET FIT

Summary from the TLDR AI newsletter

Both Anthropic and OpenAI have started aggressively pricing their APIs. This is likely because they have found product-market fit with coding/general-purpose agent products. Companies spending over $200 per month per user helps these businesses cover their costs much better than charging $10 to $20 per month per user. Coding agents amplify this spending significantly.