OpenAI reportedly wins Anthropic customers with discounts of up to 90 percent

OpenAI is pulling major customers away from Anthropic with aggressive discounts, The Information reports, according to The Decoder. Rippling CEO Parker Conrad said OpenAI's share of the company's coding workload rose from 16 to 52 percent, while Anthropic's share fell from 57 to 18 percent. Replit switched after OpenAI offered more than 30 percent off a contract worth over $100 million a year. DataCamp CEO Jonathan Cornelissen said OpenAI's pricing cut his costs by 80 to 90 percent. A US bank with more than $7 billion in assets had its ChatGPT seats doubled to 500 employees at no extra charge, paying under $7 per user instead of the usual $20 or more. The report says OpenAI is partly buying market share at the expense of its own margins, but that it has also achieved real price cuts through more efficient models and infrastructure in its Sol and Luna model lines. An investor memo says Anthropic's growth slowed from the second quarter to the third. Both companies also face price pressure from Chinese models such as DeepSeek and Kimi, which deliver comparable performance for a fraction of the cost. For enterprise buyers, the competition is lowering prices.