OpenAI向偷猎者提供高达90%的折扣 Anthropic最大的客户
据报道，OpenAI正以激进的折扣将主要客户拉出Anthropic，这一策略正在发挥作用。 Rippling、Replit和DataCamp等公司将更多的AI支出转移到OpenAI，他的公司将OpenAI的编码工作量份额从16%提高到了52%，而Anthropic的份额则从57%下降到了18%。
在OpenAI提供30%以上一年价值超过一亿美元的合同后换掉 DataCamp首席执行官乔纳森·科内利森(Jonathan Cornelissen 称 OpenAI)的定价将他的成本削减了80%至90%. 一家资产超过70亿美元的美国银行获得了ChatGPT的席位，翻了一番，达到了500名雇员，不收取额外费用，每个用户支付不到7美元，而不是通常的20美元或以上。
OpenAI部分购买了市场份额而牺牲了自身的利润，但是由于提高了模型和基础设施的效率，它也通过它的Sol和Luna模型线实现了削减的实际价格。 Anthropic的增长从Q2减慢到Q3，根据投资者的备忘录。 两家公司还面临着来自中国的日益增长的出价压力，Deepseek和Kimi的新型号以成本的一小部分提供可比较的性能。
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OpenAI offers discounts up to 90 percent to poach Anthropic's biggest customers
OpenAI is reportedly pulling major customers away from Anthropic with aggressive discounts, and the strategy is working. Companies like Rippling, Replit, and DataCamp are shifting more of their AI spending to OpenAI, The Information reports. Rippling CEO Parker Conrad said his company boosted 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 costs by 80 to 90 percent. A US bank with more than $7 billion in assets got its ChatGPT seats doubled to 500 employees at no extra charge, paying under $7 per user instead of the usual $20 or more.
OpenAI is partly buying market share at the expense of its own margins, but it has also achieved real price cuts through its Sol and Luna model lines thanks to more efficient models and infrastructure. Anthropic's growth slowed from Q2 to Q3, according to an investor memo. Both companies also face growing price pressure from China, where new models by Deepseek and Kimi deliver comparable performance for a fraction of the cost.
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