OpenAI is offering large private discounts to move enterprise workloads away from Anthropic, according to customer accounts reported by The Information and summarized by The Decoder. The deals show how intensely frontier-model providers are competing beyond their published price lists.
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. Replit reportedly switched after receiving more than 30 percent off a contract worth over $100 million annually. DataCamp said its costs declined by 80 to 90 percent, while a US bank doubled a ChatGPT deployment to 500 seats without increasing its payment.
Some of the lower cost may come from more efficient models and infrastructure, but the report also describes OpenAI sacrificing margin to gain market share. Anthropic’s growth slowed between the second and third quarters, according to an investor memo. Lower-priced models from DeepSeek and Kimi add pressure from another direction.
These negotiated examples are not a general price guarantee. Large contracts can differ in volume commitments, support, data terms, model mix and duration, making headline percentage discounts difficult to compare. Enterprise buyers should evaluate total workload cost and switching risk rather than seat price alone. The deals nevertheless suggest that organizations with meaningful usage now have leverage to seek custom terms from competing providers.