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Established Models & releases Signal 18d ago
⚡ 2999 h early

I think Anthropic and OpenAI have found product-market fit

4 experts across 2 network communities independently surfaced this.

4 experts 2 communities 1 sources clustered

“I wrote about why I think they've hit product market fit back in May simonwillison.net/2026/May/27/...”

“I think Anthropic and OpenAI have found product-market fit - Simon Willison simonwillison.net/2026/May/27/pr… #AI #finances”

3 experts discussed this · 57 posts
Ed Zitron: So far the only retort from the AI boosters appears to be “2025 doesn’t matter” and I’m not kidding
Simon Willison: Well yeah... your replies are filled with people who seem to think those 2025 numbers represent the current financial state of the company, when they very clearly do not
Ed Zitron: Anthropic fans don’t even try and defend the company anymore they just look at you like this
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Developing AI field signal Signal 2d ago

11632d03 358c 454b af95 d06d4072932b

3 experts across 3 network communities independently surfaced this.

3 experts 3 communities 1 sources clustered

“"Anthropic told investors on Wednesday distillation accounted for 5 per cent to 7 per cent of revenue" If true, and Q2 revenue was $11.5B, then that's more than half a billion dollars spent by other labs to distill Anthropic's models! www.ft.com/content/116…”

“Something tells me Anthropic ain't worth $2T. www.ft.com/content/1163...”

2 experts discussed this · 2 posts
Sung Kim: Something tells me Anthropic ain't worth $2T. www.ft.com/content/1163...
Gus: why do you think so? (not a challenge!!, real curiosity)
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What experts are discussing without an anchoring article

5 experts · 20 posts · 15d ago
Multiple readings Concern & critique · 1 Research & technical analysis · 1
Simon Willison: Being a computer scientist who refuses to find anything about LLMs interesting right now is a bit like being a geneticist who refuses to find anything interesting about the recently opened Jurassic…
rev. howard arson: Being a computer scientist who refuses to find anything about LLMs interesting right now is a bit like being a geneticist who refuses to find anything interesting about the recently opened Jurassic…
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3 experts · 3 posts · 3d ago
Simon Willison: I spotted Claude doing something similar recently, didn't realize ChatGPT had that too I don't really understand these features :/
Alondra Nelson: Apparently ChatGPT on macOS, when starting a conversation in "work" mode, grants continued remote access to the computer it was started on to anyone logged in to the same account, including the web…
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2 experts · 5 posts · 14d ago
Dare Obasanjo: One thing I dislike about the current AI-native focus across tech is how difficult it is to give advice to entry-level PMs. Few companies want to hire you, and those that do increasingly want you t…
Simon Willison: Do you think it makes sense to coach them in learning how to build interactive prototypes?
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