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OpenAI reportedly uses deep discounts to win Anthropic customers

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OpenAI reportedly uses deep discounts to win Anthropic customers

OpenAI is reportedly pulling major customers away from Anthropic with aggressive discounts, and the strategy is working, according to a report by The Information that The Decoder relays. Companies such as Rippling, Replit and DataCamp are shifting more of their AI spending to OpenAI.

The clearest numbers come from Rippling. Its CEO, Parker Conrad, said the company raised 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 company's costs by 80 to 90 percent. That is the figure behind the "up to 90 percent" in the original headline; it is one customer's reported saving, not a list discount.

The report also describes a US bank with more than $7 billion in assets. It got its ChatGPT seats doubled to 500 employees at no extra charge, and now pays under $7 per user instead of the usual $20 or more. The bank is not named.

The Decoder's own reading is that OpenAI is partly buying market share at the expense of its own margins, but has also achieved real price cuts through its Sol and Luna model lines, thanks to more efficient models and infrastructure. On the other side, Anthropic's growth slowed from Q2 to Q3, according to an investor memo. The Decoder adds that both companies face growing price pressure from China, where new models by Deepseek and Kimi deliver comparable performance for a fraction of the cost.

Key facts

  • Rippling CEO Parker Conrad says OpenAI's share of its coding workload rose from 16 to 52 percent, while Anthropic's 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 says OpenAI's pricing cut his costs by 80 to 90 percent.
  • A US bank with more than $7 billion in assets had its ChatGPT seats doubled to 500 employees at no extra charge and pays under $7 per user instead of the usual $20 or more.
  • Anthropic's growth slowed from Q2 to Q3, according to an investor memo; both companies face price pressure from Deepseek and Kimi models.

Why it matters

The story is about price as a weapon in the enterprise AI market. If the report is right, OpenAI is winning large accounts from Anthropic by cutting what they pay, and the shifts are big: Rippling moved from Anthropic as its main coding provider (57 percent) to OpenAI (52 percent). The Decoder says OpenAI is partly buying market share at the expense of its own margins, while also gaining real price cuts through its Sol and Luna model lines from more efficient models and infrastructure.

Who it affects

Anthropic is the one losing share, and an investor memo says its growth slowed from Q2 to Q3. OpenAI takes on lower margins in exchange for volume. The customers named are Rippling, Replit and DataCamp, plus an unnamed US bank with more than $7 billion in assets. Both labs also face price pressure from Chinese models by Deepseek and Kimi, which the Decoder says deliver comparable performance for a fraction of the cost.

How to use it

This is a market report, not a product launch, so there is nothing to switch on. The price points in the report are the useful part: more than 30 percent off a contract worth over $100 million a year for Replit, 80 to 90 percent lower costs for DataCamp, and under $7 per ChatGPT user at the bank against the usual $20 or more, with seats doubled to 500 at no extra charge. They show what large buyers are reportedly getting.

How solid is it

Moderate. The story is secondhand: The Decoder relays a report by The Information, which is paywalled, and the retelling uses The Decoder's summary. Two named CEOs, Parker Conrad of Rippling and Jonathan Cornelissen of DataCamp, are cited for their figures. No statement from OpenAI or Anthropic is quoted. The Decoder itself frames the discounting as "reportedly".

Risks and caveats

The headline's "up to 90 percent" is DataCamp's reported cost reduction (80 to 90 percent), not a general OpenAI discount; Replit's was more than 30 percent. The bank is anonymous. The Rippling shares cover only its "coding workload", with no further detail on workloads or period. The report gives no figure for the size of Anthropic's slowdown, no year for Q2 and Q3, and no price or size of the cuts from the Sol and Luna lines.