Summary & Key Takeaways ​

• Anthropic and OpenAI are rumored to be achieving profitability due to significant enterprise adoption.
• Companies are surprised by high LLM bills from staff usage, indicating strong product-market fit.
• Personal "Pro" plans offer substantial discounts compared to enterprise API rates.
• Anthropic and OpenAI have recently adjusted enterprise pricing models, moving towards usage-based billing.
• The shift means enterprise customers are now paying API prices, unlike earlier flat-rate models.

Our Commentary ​

This is a fascinating, if slightly unsettling, observation. The gap between personal "pro" plans and enterprise API costs is wild. It makes me wonder how many companies are truly prepared for these bills, or if they're just getting swept up in the AI hype. Simon's point about the "AI-failure stories around this are pretty thin" is also something to chew on. Maybe the value is there, even at these prices.