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Replit CEO Amjad Masad confirmed during an onstage interview at TechCrunch Disrupt 2026 that the company is no longer working with Anthropic, citing cost, partnership, and performance reasons, and said GPT is now a better fit for Replit's workloads. He noted that Replit had been one of Anthropic's top five customers, and citing internal VBench and public benchmarks, said OpenAI's Sol and Astra models perform better at building vibe-coded apps from scratch. A subsequent TechCrunch AI report said Masad clarified that users can still access Anthropic models on the platform, but OpenAI's ChatGPT has become the default model. Masad also said the share of revenue from enterprise contracts rose from about 2% in 2025 to about 15% in 2026, with more than 50% of revenue now coming from B2B.
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OpenAI Poaches Anthropic's Major Customers with Discounts of Up to 90%Developments
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- Source:Unite.AI
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Oct 25
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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.
Oct 18
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