OpenAI Discounts Are Pulling Customers From Anthropic
By Sidra Salman · October 26, 2026 OpenAI is not just competing with Anthropic on model quality anymore. According to a new report from The Information, published October 25, 2026, OpenAI is competing on price — and winning some of Anthropic's biggest customers in the process. The report, summarized by several outlets over the weekend, names three companies that have shifted meaningful AI spending from Anthropic to OpenAI after steep discounts: Replit, Rippling, and DataCamp. A fourth example, an unnamed U.S. bank with more than $7 billion in assets, reportedly doubled its ChatGPT seats to 500 employees at no extra charge, paying under $7 per user instead of the standard $20 or more. Neither OpenAI nor Anthropic has publicly confirmed the deals described in the report, and The Information's original article sits behind a paywall. What follows is what the reporting says, what is still unconfirmed, and why it matters even if you never buy an enterprise AI contract. What The...