Key points
- Rippling says OpenAI now handles 52 percent of its coding workload, up from 16, while Anthropic's slice dropped from 57 to 18 percent.
- Replit reportedly moved after OpenAI undercut a contract that runs above $100 million annually by more than a third of a point... see brief
- DataCamp's CEO says the new pricing shrank his AI bill by roughly 80 to 90 percent.
- Anthropic's growth slowed between Q2 and Q3, per an investor memo cited by The Information.
Why it matters for marketers: AI vendor prices are falling fast and are negotiable, so teams running content or coding workloads on one model have leverage to renegotiate or split volume across providers.
OpenAI is reportedly winning large customers from Anthropic by offering deep price cuts, according to The Information, as relayed by The Decoder. Rippling, Replit and DataCamp are among the companies sending more of their AI spending to OpenAI.
The examples are specific. Rippling CEO Parker Conrad said OpenAI's share of the company's coding workload rose from 16 to 52 percent, while Anthropic's fell from 57 to 18 percent. DataCamp CEO Jonathan Cornelissen said his costs dropped by 80 to 90 percent. Replit reportedly switched after OpenAI discounted its annual deal, which exceeds $100 million, by more than 30 percent. A US bank also got its ChatGPT seats doubled to 500 at no added cost.
The report says OpenAI is partly trading margin for market share, though it has also lowered prices through more efficient models and infrastructure in its Sol and Luna lines. An investor memo indicates Anthropic's growth slowed from Q2 to Q3. Both companies also face pricing pressure from Chinese models such as Deepseek and Kimi, which reportedly perform comparably at far lower cost.
For marketers and content teams, the takeaway is that list prices may not reflect what large buyers pay. If your workflows depend on a single model provider, it is worth testing alternatives and asking for revised terms. Watch whether the discounts last once OpenAI's push for share slows, and whether Anthropic responds with its own pricing moves.
Sources
This brief is our own summary. Read the full reporting at the source.
