OpenAI Poaches Anthropic's Major Customers with Discounts of Up to 90%
The Information reports that OpenAI is winning major customers away from Anthropic with steep discounts, and companies such as Rippling, Replit, and DataCamp have shifted more of their AI spending to OpenAI. In Rippling's coding workloads, OpenAI's share rose from 16% to 52%, while Anthropic's fell from 57% to 18%; Replit switched after receiving a discount of more than 30% on a contract worth over $100 million a year, and DataCamp's CEO said OpenAI's pricing cut its costs by 80% to 90%. A U.S. bank with more than $7 billion in assets doubled its ChatGPT seats to 500 for free, paying less than $7 per user instead of the usual $20 or more. OpenAI is partly sacrificing its own profits to gain market share, but it has also achieved real price cuts through its Sol and Luna model lines; according to an investor memo, Anthropic's growth slowed from Q2 to Q3, and both companies also face low-price pressure from Chinese models such as DeepSeek and Kimi.
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The original article uses specific share figures and discount numbers from three customers to illustrate the competitive landscape in which OpenAI trades concessions for market share while Anthropic's growth slows.
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OpenAI is reportedly pulling major customers away from Anthropic with aggressive discounts, and the strategy is working. Companies like Rippling, Replit, and DataCamp are shifting more of their AI spending to OpenAI, The Information reports . Rippling CEO Parker Conrad said his company boosted OpenAI's share of its coding workload 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 got its ChatGPT seats doubled to 500 employees at no extra charge, paying under $7 per user instead of the usual $20 or more.
OpenAI is partly buying market share at the expense of its own margins, but it has also achieved real price cuts through its Sol and Luna model lines thanks to more efficient models and infrastructure. Anthropic's growth slowed from Q2 to Q3 , according to an investor memo. Both companies also face growing price pressure from China, where new models by Deepseek and Kimi deliver comparable performance for a fraction of the cost.