Product-Market Fit, Demonstrated in Invoices
Simon Willison's May 27 analysis documents the concrete evidence that enterprise coding agents have found genuine product-market fit: Uber burned through its entire 2026 AI budget in four months, Anthropic signed a $1.25B/month compute deal with xAI through 2029, and Anthropic is on track for a first profitable quarter. The signal is in the invoices.
Read more →