I think Anthropic and OpenAI have found product-market fit

OpenAI and Anthropic have shifted their enterprise pricing models away from discounted per-seat plans to usage-based API pricing (paying for every token, a unit of text processed by the AI model), making enterprise costs equivalent to their public API rates. Both companies released new, more expensive AI models in April 2026 and locked enterprise customers into year-long contracts at these higher prices, suggesting they have found a profitable business model with coding agents and enterprise customers willing to pay $200+ per month per user.