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

OpenAI's efforts to undercut Anthropic on price are producing some results.

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In this story Anthropic OpenAI Replit

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

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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 ↗

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TechCrunch: CEO Amjad Masad says Replit is no longer working with Anthropic, citing cost and saying "ChatGPT is better now"; source: the partnership is still in place

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

Bloomberg: The GSA says OpenAI is replacing its $1-per-year pilot for US agencies with a usage-based deal at a 50% discount from October 1, including access to GPT-6 Astra

New York Times: PitchBook: 95+ investors put money into both Anthropic and OpenAI amid shifting norms; sources: Menlo, Lightspeed, and Iconiq each hold 1%-2% Anthropic stakes

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

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