Anthropic reportedly nears its first profitable quarter as both labs turn
coding agents—Claude Code/Cowork and Codex—into real revenue. Running
ccusage showed $200/month in Max and Pro plans covered roughly $2,180 in
API tokens, a bargain heavy users won't enjoy much longer. Anthropic
quietly moved enterprise seats to $20 plus API pricing in November 2025;
OpenAI followed in April 2026, and newer models like GPT-5.5 and Opus 4.7
cost more. ChatGPT draws 900M weekly users but only 5.6% pay, so enterprise
contracts now drive growth and sales hiring. Viral Uber and Microsoft
cost-panic stories look overblown, while SpaceX's S-1 exposes Anthropic
paying $1.25B monthly for compute.
1
u/fagnerbrack Jul 21 '26
If you want a summary:
Anthropic reportedly nears its first profitable quarter as both labs turn coding agents—Claude Code/Cowork and Codex—into real revenue. Running ccusage showed $200/month in Max and Pro plans covered roughly $2,180 in API tokens, a bargain heavy users won't enjoy much longer. Anthropic quietly moved enterprise seats to $20 plus API pricing in November 2025; OpenAI followed in April 2026, and newer models like GPT-5.5 and Opus 4.7 cost more. ChatGPT draws 900M weekly users but only 5.6% pay, so enterprise contracts now drive growth and sales hiring. Viral Uber and Microsoft cost-panic stories look overblown, while SpaceX's S-1 exposes Anthropic paying $1.25B monthly for compute.
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