Artificial Intelligence
OpenAI cuts prices to win Anthropic customers
OpenAI reportedly discounted contracts for enterprise customers, and companies including Rippling, Replit and DataCamp said the lower prices shifted more of their AI spending away from Anthropic as it traded margins for share.
- The Information reported that OpenAI had used steep discounts to take business from Anthropic customers.
- Parker Conrad said Rippling raised OpenAI’s share of its coding workload from 16 percent to 52 percent and cut Anthropic’s from 57 percent to 18 percent.
- Replit switched after OpenAI offered more than 30 percent off a contract worth over $100 million a year.
- Jonathan Cornelissen said OpenAI’s pricing reduced DataCamp’s costs by 80 percent to 90 percent.
- The article said OpenAI had also given a US bank with more than $7 billion in assets 500 ChatGPT seats at under $7 per user.
The Information reported that OpenAI had used steep discounts to draw business away from Anthropic. The article said the change showed up in spending shifts at Rippling, Replit and DataCamp.
Rippling chief executive Parker Conrad said OpenAI’s share of his company’s coding workload rose from 16 percent to 52 percent. He said Anthropic’s share fell from 57 percent to 18 percent.
Replit said OpenAI had offered more than 30 percent off a contract worth more than $100 million a year. DataCamp chief executive Jonathan Cornelissen said the lower pricing cut his company’s costs by 80 percent to 90 percent.
The article said OpenAI was accepting lower margins to gain market share, but it also said some of the lower prices came from its Sol and Luna model lines and more efficient infrastructure. It added that Anthropic’s growth slowed between Q2 and Q3, and that Deepseek and Kimi were adding more price pressure.
Named in this story
People
- Parker Conrad
- said Rippling’s OpenAI share rose and Anthropic’s fell
- Jonathan Cornelissen
- said DataCamp’s costs fell after the price cut
Companies
- OpenAI
- used discounts to win business from Anthropic customers
- Anthropic
- lost share as customers shifted spending to OpenAI
- Rippling
- moved more of its coding workload to OpenAI
- Replit
- switched after OpenAI offered a discounted contract
- DataCamp
- said OpenAI’s pricing sharply reduced its costs
Products and systems
- ChatGPT
- had seats doubled for a US bank at no extra charge
- Sol
- was named as one of OpenAI’s model lines tied to lower prices
- Luna
- was named as one of OpenAI’s model lines tied to lower prices
- Deepseek
- was cited as a Chinese rival adding price pressure
- Kimi
- was cited as a Chinese rival adding price pressure
How the source tells it
The piece uses a brisk competitive register, with market-share language and success claims giving the discounts a promotional edge.
- competitive urgency loaded verbs and market-share language frame the pricing as a race for customers
- vendor boosterism the article repeats the company’s efficiency story to explain the cuts
- success framing the claim that the strategy is working turns a few examples into a win narrative