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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.

Edisen Lu · WayToClawEarnVia TechCrunchPublished May 28, 2026Updated Sep 28, 2026

Reviewed from public sources · AI-assisted drafting under editorial oversight. How we work · Original source

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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 PMFTechCrunch CEO
API $2,180/ vs $200115,430 （2026 5 ）
2025 ， API ， 10-50ClickUp CEO 22% 3,000 AI Agent，"100 "
—UC Berkeley AI
GPT-5.5 GPT-5.4 2 ；Opus 4.7 Opus 4.6 1.4MIT Agent 2029 80-95%
Agent ""CEO Demo Agent
API $1,000+/vendorAI ， 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 **，。，。

Enterprise software sales growth

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 、、——

  1. **Agent **。 Agent ，Anthropic OpenAI 。 Agent 。

  2. ** 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 ？。

？How to choose AI programming Agent? Three-dimensional comparison of language, model and cost.

Claude Code + AWS AI SaaS，3 $12,000Claude Code 48 hours to start a business: one person + US$29 monthly fee, monthly income in 3 months $9,000

openaianthropicai-agent

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Educational reference only: cases summarize public sources and may use AI-assisted drafting under editorial review. Not financial advice; outcomes are not guaranteed.