simonw

61 ms·

1501.
by simonw 5mo ago
Did you read my piece? I covered the Uber CTO thing too: https://simonwillison.net/2026/May/27/product-market-fit/#th... > The most discussed has been Uber, based on this report where CTO Praveen Nepp
1502.
by simonw 5mo ago
> It's only good if revenue per user increases more than cost does. That's why it's so important for these labs that they're selling API tokens for more than the compute+energy costs needed to generate them. Every ind
1503.
by simonw 5mo ago
Not yet, but that's because it was almost all open source and I'm really bad at generating revenue from that. When I account for the amount of time it saved me there's no question $2,000 was worth it.
1504.
by simonw 5mo ago
Are you saying that Anthropic's huge leaps in revenue are caused by stupid company policies and token leaderboards, and the moment companies stop imposing AI on their employees revenue will drop to a point where Anthropic are unlikely
1505.
by simonw 5mo ago
I believe that API pricing runs at a healthy margin, at least compared to the server and energy costs used to serve the tokens. Recent conversation here on that topic: https://news.ycombinator.com/item?id=47062534#47063134
1506.
by simonw 5mo ago
I quoted exactly what they said in my piece, under the heading "The AI-failure stories around this are pretty thin": https://simonwillison.net/2026/May/27/product-market-fit/#th... > But the
1507.
by simonw 5mo ago
Oh I'm absolutely taking advantage of the fact that "product-market fit" has a bit of a nebulous meaning here. It's a great hook to build an article around. My core point is more that April 2026 was the point when Anth
1508.
by simonw 5mo ago
308 posts on AI ethics: https://simonwillison.net/tags/ai-ethics/ 52 on AI misuse: https://simonwillison.net/tags/ai-misuse/ 149 on the unsolved challenge of prompt injection: https:&#x
1509.
by simonw 5mo ago
I thought my post was pretty free of hype. I said that this new revenue "Maybe even enough to start covering their costs!"
1510.
by simonw 5mo ago
The more time I spend using agent tools the less I worry about knowledge worker job loss. It takes a skilled knowledge worker to use these things.
1511.
by simonw 5mo ago
Fun fact: the $20/month subscription fee for ChatGPT Pro - which set the standard for at least a couple of years - really was an arbitrary decision made based on a Google form: https://simonwillison.net/2025/Aug&#x
1512.
by simonw 5mo ago
> The parent there may be making the same assumption I am, that large enterprise _never_ pays sticker price. I shared that assumption until yesterday, when I found out that it wasn't holding for LLM pricing from OpenAI and Anthropic
1513.
by simonw 5mo ago
> The more AI causes productivity increases, the less and less number of workers will be needed. That only holds if companies have a fixed need for "productivity" which is met by their current employees, such that their employe
1514.
by simonw 5mo ago
Claude Code: Input tokens: 52,545,485 Output tokens: 5,767,253 Cache create tokens: 5,112,029 Cache read tokens: 1,475,069,465 Total tokens: 1,538,494,232 Total cost: $1,199.79 OpenAI Codex: I
1515.
by simonw 5mo ago
Insane Clown Posse, though given the context here probably Ideal Customer Profile.
1516.
by simonw 5mo ago
The SpaceX S-1 says they're charging Anthropic $1.25b a month.
1517.
by simonw 5mo ago
> API pricing drops DRAMATICALLY in enterprise agreements Do you have any numbers or reports to back that up?
1518.
by simonw 5mo ago
That trend held true for the past three years, but it doesn't feel as safe to me now. But memory costs are going way up. And both OpenAI and Anthropic bumped up the price of their frontier models in April.
1519.
by simonw 5mo ago
I believe the ccusage tool I used takes cached token pricing into account.
1520.
by simonw 5mo ago
That doesn't seem to be the case. From what I've seen enterprise deals get API pricing now. Have you seen evidence that's not true?
1521.
by simonw 5mo ago
I'm not sure what you're pushing back against here. I spent $200. If I had been paying API pricing it would have been $2,180.16. The article is about how enterprise customers get charged API pricing, which means if I had been empl
1522.
by simonw 5mo ago
I think it is applicable to a much wider range of knowledge work, but it's also harder to apply there. Software development has the huge advantage that mistakes and hallucinations are very easy to spot: the software works or it doesn&#
1523.
I think Anthropic and OpenAI have found product-market fit(simonwillison.net)
1094 points by simonw 5mo ago|1245 comments
1524.
by simonw 5mo ago
This is awesome! Anyone know who the humans behind the new company are?
1525.
by simonw 5mo ago
Here's similar thinking from the Catholic Herald, who are significantly more qualified to opine on this than I am! https://thecatholicherald.com/article/is-magnifica-humanitas...
1526.
by simonw 5mo ago
> What criticism of Palantir would the Pope be attempting to make here? The quote in question: > It is not our part to master all the tides of the world, but to do what is in us for the succour of those years wherein we are set, uproo
1527.
by simonw 5mo ago
The CEO of Shopify is filing PRs against their public repos: https://github.com/Shopify/liquid/pull/2056 (To be fair, he did build liquid and much of Shopify himself at the start of the company so he's n
1528.
by simonw 5mo ago
I count six submissions of this article on https://news.ycombinator.com/from?site=seangoedecke.com - but today's is the one that's getting the comments.
1529.
by simonw 5mo ago
As far as I can tell this entire story was derived from a 2 minute segment in this YouTube video: https://www.youtube.com/watch?v=y_mQ6xLcKyc&t=1616s - I linked directly to the relevant section at 26:56 in the video.
1530.
by simonw 5mo ago
They can do that, but I expect they see individual user accounts and enterprise account management and easy rollout of Claude.ai/Cowork/Claude Code/etc as worth an extra $20/month/person.

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