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OpenAI offers discounts up to 90 percent to poach Anthropic's biggest customers

AnnouncementFundingOct 25, 2026

Rippling CEO Parker Conrad said OpenAI's share of his company's coding workload rose from 16 to 52 percent while Anthropic's fell from 57 to 18 percent. OpenAI is using discounts up to 90 percent to win Anthropic customers, including Replit, which switched after a discount on a contract worth over $100 million annually. DataCamp CEO Jonathan Cornelissen said pricing cut costs by 80 to 90 percent. OpenAI attributes cuts partly to efficiency from its Sol and Luna model lines.

Why it matters

OpenAI is winning over large Anthropic customers by offering steep discounts, and the shift is already visible in how businesses allocate their AI workloads. Rippling's CEO Parker Conrad said OpenAI now handles the majority of his company's coding work, a reversal from Anthropic's earlier dominance. Replit moved after a significant price reduction on a large annual contract, and DataCamp's CEO Jonathan Cornelissen described dramatic cost savings from OpenAI's pricing. The report also details a US bank that received expanded ChatGPT access at no additional charge, illustrating how far OpenAI will go to land enterprise accounts. The strategy appears to trade margin for market share, though OpenAI credits genuine efficiency gains from its Sol and Luna model lines for part of the price cuts. Meanwhile, an investor memo reportedly shows Anthropic's growth slowing between consecutive quarters, and both firms face cheaper alternatives from Chinese developers Deepseek and Kimi. The story matters because pricing, not just model quality, is now shaping enterprise AI adoption.

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Evidence

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Citation chain · 1 source

01high
the-decoder.comOfficialhttps://the-decoder.com/openai-offers-discounts-up-to-90-percent-to-poach-anthropics-biggest-customers/The Information's reporting documents specific enterprise defections and discount terms, providing concrete evidence that OpenAI's price-cutting strategy is shifting major customers away from Anthropic.
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OpenAICompanyChatGPTModelAnthropicCompanyKimiCompanyDeepseekCompanySolModelLunaModelThe InformationCompanyRipplingCompanyReplitCompanyDataCampCompanyParker ConradPersonJonathan CornelissenPerson

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Canonical: https://the-decoder.com/openai-offers-discounts-up-to-90-percent-to-poach-anthropics-biggest-customers/