OpenAI is discounting hard to win Anthropic's enterprise customers, with Replit and others moving spend

OpenAI is cutting prices steeply to take enterprise customers from Anthropic, and some are moving. The Information reported that Replit shifted most of its AI spending to OpenAI after OpenAI offered more than 30% off a contract worth over $100m a year, once Anthropic discontinued Replit's prior discount. The specific terms come from a person familiar with the deal, not an official announcement, and the companies have not confirmed them.

The named numbers

Two executives put figures to the shift on the record. Rippling CEO Parker Conrad said OpenAI's share of the company's coding workload rose from 16% to 52%, while Anthropic's fell from 57% to 18%. DataCamp CEO Jonathan Cornelissen said OpenAI's pricing cut the company's costs by 80 to 90%. The Decoder also cited a US bank with over $7 billion in assets that doubled its ChatGPT seats to 500 employees at no extra charge, paying under $7 per user.

Why it matters

The story worth acting on is the unit price of frontier model capacity: it is negotiable and moving fast. A workload that looked locked to one vendor can get materially cheaper on a competitor, and the companies above acted on that. But price is only half of the decision the Rippling and DataCamp numbers imply: a cheaper model is a saving only if it does the same work. Before moving spend, the figure to protect is value per dollar — what the output is actually worth on your own tasks — not just the invoice.