OpenAI is winning Anthropic's biggest customers with deep discounts, The Information reports

#What happened

OpenAI is offering steep negotiated discounts to win Anthropic's largest accounts, according to reporting on The Information's "Anthropic's margin is OpenAI's opportunity". At Rippling, OpenAI's share of the coding workload went from 16 to 52 percent while Anthropic's share fell from 57 to 18 percent, per CEO Parker Conrad. Replit switched after OpenAI offered more than 30 percent off a contract worth over $100 million a year. DataCamp's CEO said OpenAI's pricing cut his costs by 80 to 90 percent. A US bank with over $7 billion in assets doubled its ChatGPT seats to 500 employees at no extra charge and pays under $7 per user against a usual rate of $20 or more. An investor memo cited in the same reporting says Anthropic's growth slowed from Q2 to Q3.

#Why it matters

These are negotiated deals described by a single outlet, not a published price cut, and the 90 percent figure is one customer's cost reduction. But with Anthropic weeks from a reported listing, its biggest logos are now on the record explaining how much cheaper the competition got. The price war that started with GPT-6.1 Sol and Claude Sonnet 5.5 landing a day apart at the same $2/$10 price has moved from list prices to private discounts.

Verified October 25, 2026