OpenAI's 80% price cut drove 10-13x usage, squeezing Anthropic's premium IPO story
rohanpaul_ai · x · 2026-09-09
Per The Information, OpenAI's roughly 80% price cut drove 10-13x usage growth, pressuring Anthropic's premium pricing economics. Anthropic's IPO story partly rests on investors believing it can keep charging premium prices while growing revenue fast — an assumption OpenAI's price-cut experiment now calls into question.
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