The AI industry is in a state of ice and fire: developers spend real money to invest in Agent, but the CEO falls into "AI psychosis" and collectively lays off employees
In the same week, two explosive articles revealed the deep divisions in the AI industry: Simon Willison used data to prove that Anthropic and OpenAI have found product-market fit, and enterprise customers are facing skyrocketing costs; at the same time, Box CEO Aaron Levie warned that tech executives are falling into "AI psychosis" and have laid off 115,000 people in the first five months of 2026.
2026 5 ， Hacker News 500 ， AI
- （PMF） Python Simon Willison ，Anthropic OpenAI Agent —— API $2,180， $200 。。
- ** CEO **Box Aaron Levie CEO "AI "——， AI 。 2026 5 ，tech 11.5 ， AI 。
****AI Agent ， CEO 。 AI，， Demo 。
HN
5 27 ， Python Simon Willison 《I think Anthropic and OpenAI have found product-market fit》， HN ， 545 662 。，TechCrunch Julie Bort 《Tech CEOs are apparently suffering from AI psychosis》， 499 261 。
AI， Agent，？
| Simon Willison PMF | TechCrunch CEO | |
|---|---|---|
| API $2,180/ vs $200 | 115,430 （2026 5 ） | |
| 2025 ， API ， 10-50 | ClickUp CEO 22% 3,000 AI Agent，"100 " | |
| — | UC Berkeley AI | |
| GPT-5.5 GPT-5.4 2 ；Opus 4.7 Opus 4.6 1.4 | MIT Agent 2029 80-95% | |
| Agent "" | CEO Demo Agent | |
| API $1,000+/vendor | AI ， AI |
Agent
Simon Willison 。 ccusage ， 30 API
- Anthropic Claude Code：$1,199.79
- OpenAI Codex：$980.37
- **$2,180.16 token ， $200 **
，。Anthropic 2025 11 "" **$20// + API **。OpenAI 2026 4 ， Codex API token 。
？。The Information 4 14 Anthropic 2025 11 ——。
Willison 。" IPO，**，/ Agent **。"
OpenAI **703 **， 32.6%（229 ）；Anthropic **390 **，。，。
CEO "AI
，TechCrunch 。Box Aaron Levie "CEO ， AI 。"
CEO " AI"，， Agent ——、 bug、、。
- 2026 5 ，tech **115,430 **（ 152 ）， 2025 124,636
- ClickUp CEO Zeb Evans 22% ， 3,000 AI Agent，"100 "
- UC Berkeley ，"AI ****"
- NBER AI ，"****"
MIT LLM ， 2029 80-95% ，。
HN 。Simon Willison ，" Agent "——、。 TechCrunch ，"CEO AI "——。
AI Agent ，？
——AI Agent 、、——
-
**Agent **。 Agent ，Anthropic OpenAI 。 Agent 。
-
** CEO **。 Demo "3,000 Agent 22% "，""——、、、。
- Agent 80% ， 20%
- Agent ，""
- Agent token ，
- AI ， Agent
- Agent
- token
- AI Agent
- 2026 Anthropic OpenAI IPO ，
AI Agent 。Anthropic、OpenAI、Claude、ChatGPT、Claude Code、Codex、GPT-5.5、Opus 。 tools ，（hover-card）。
Levie X "CEO AI， happy path ， 10 20 。" 。Michal Malewicz "CEO AI ——。"
， AI ，。OpenAI 。 CEO "AI "，。
AI Agent ？。
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