# Source: 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 (The Information) — retained record

> Retained news record from news:digg-verification:theinformation.com.

Canonical: https://highsignal.app/data/records/59f55e39f6b43955

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source: [news](https://highsignal.app/data/news) (news:digg-verification:theinformation.com)  published 2026-10-26 18:34 ingested 2026-10-26 18:34

[Anthropic PBC](https://highsignal.app/entities/ANTHROPIC)[original source ↗](https://www.theinformation.com/articles/anthropics-margin-openais-opportunity)

## retained text



```
Techmeme permalink: https://www.techmeme.com/261024/p8#a261024p8

<a href="https://www.theinformation.com/articles/anthropics-margin-openais-opportunity"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/261024/i8.jpg" vspace="4" /></a>
<p><a href="https://www.techmeme.com/261024/p8#a261024p8" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> <a href="https://www.theinformation.com/">The Information</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://www.theinformation.com/articles/anthropics-margin-openais-opportunity">Source: 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</a></b></span>&nbsp; &mdash;&nbsp; OpenAI's efforts to undercut Anthropic on price are producing some results.&nbsp; &mdash;&nbsp; For instance, in May, Anthropic models powered 57% &hellip; </p>
```



document fetched 2026-10-26 22:33 · canonical https://theinformation.com/articles/anthropics-margin-openais-opportunity
