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A look at OpenAI's and Anthropic's aggressive price cuts from June through September, driven by low switching costs and pricing pressure from open-weight models

Let's look at a quick timeline of the major LLM model announcements from both OpenAI and Anthropic over the past few months.

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Max Woolf's Blog — A look at OpenAI's and Anthropic's aggressive price cuts from June through September, driven by low switching costs and pricing pressure from open-weight models ↗

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The Information: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount

Wall Street Journal: OpenRouter: the share of business spending between OpenAI and Anthropic models was roughly even in September, vs. Anthropic commanding a 75% share in January

Reuters: OpenAI cuts GPT-5.6 Sol's API and credit prices by over 20% for the next three months, to $4/1M input tokens and $20/1M output tokens

@openrouter: OpenRouter users spent more on OpenAI's models than on Anthropic's in the week of September 7, the first time that happened since the week of February 26, 2024

SemiAnalysis: Analysis: Anthropic's subscriptions offer ~5x more API-equivalent value per month than OpenAI's for agentic workloads with Claude Opus 5.5 vs. GPT-6.1 Sol

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