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离Anthropic，这一策略正在发挥作用。 包括Rippling、Replit和DataCamp等公司，撕裂CEO帕克·康拉德·称他的公司将OpenAI的编码工作量份额从16%提升到52%，而Anthropic的股份则从57%下降到18%.
在OpenAI提供30%以上一年价值超过1亿美元的合同后换掉 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%. 一个资产超过70亿美元的美国银行获得了ChatGPT的席位翻了一番，达到500名雇员，无需额外收费，每名用户支付不到7美元，而不是通常的20美元或以上。
OpenAI部分以自身利润为代价购买市场份额，但是由于更高效的模型和基础设施，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价格压力，Deepseek公司和Kimi公司的新模型在成本中提供了相当的性能。
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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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