OpenAI offers discounts up to 90% to win Anthropic’s biggest customers
OpenAI is offering steep discounts to major customers of Anthropic, and several large users are shifting spending to OpenAI. Examples reported by The Information include Rippling raising OpenAI’s share of coding workload from 16% to 52% (while Anthropic fell from 57% to 18%), Replit switching after a >30% discount on a contract worth over $100M/year, DataCamp seeing an 80–90% cost cut, and an unnamed US bank getting 500 ChatGPT seats for under $7/user instead of $20+; OpenAI credits cheaper Sol and Luna model lines and infrastructure efficiencies, while Anthropic’s growth reportedly slowed from Q2 to Q3 amid broader price pressure including from Chinese rivals Deepseek and Kimi.