OpenAI undercuts Anthropic on coding: Replit shifts $100M+ spend, Rippling share falls to 18%
mark_k · x · 2026-10-25
Per The Information, OpenAI is winning Anthropic's coding customers on price: Replit moved most of its AI spend to OpenAI at over 30% off in a deal worth more than $100M a year, while at Rippling Anthropic's share of engineers' coding work fell from 57% in May to 18%, with the CEO citing cost. The AI coding fight is turning into a price war weeks before Anthropic's IPO.
Related event: OpenAI Wins Enterprise Coding Clients from Anthropic with Deep Discounts(6 posts)→
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