Anthropic’s Margin is OpenAI’s Opportunity

What happened: OpenAI's price cuts shifted customer usage away from Anthropic. At Rippling, Anthropic models powered 57% of coding work in May versus 16% for OpenAI; the split has since reversed to 52% OpenAI and 18% Anthropic. Key numbers: May: Anthropic 57%, OpenAI 16%. Now: OpenAI 52%, Anthropic 18%. Why it matters: Rippling CEO Parker Conrad said the company sought to cut costs and OpenAI proved cheaper, showing price competition can move enterprise usage between the two providers. Coverage: 5 outlets in 24h

OpenAI's price cuts shifted customer usage away from Anthropic. At Rippling, Anthropic models powered 57% of coding work in May versus 16% for OpenAI; the split has since reversed to 52% OpenAI and 18% Anthropic.

Rippling CEO Parker Conrad said the company sought to cut costs and OpenAI proved cheaper, showing price competition can move enterprise usage between the two providers.