OpenAI 以最高九折优惠挖走 Anthropic 大客户
原标题：OpenAI offers discounts up to 90 percent to poach Anthropic's biggest customers
AI 摘要
据 The Information 报道，OpenAI 以最高 90% 的折扣从 Anthropic 手中争夺大客户，Rippling、Replit、DataCamp 等公司已将更多 AI 支出转向 OpenAI。Rippling 的编程负载中 OpenAI 份额从 16% 升至 52%，Anthropic 从 57% 降至 18%；Replit 因获得超 30% 折扣而切换，DataCamp 称成本降低 80-90%。OpenAI 部分是以牺牲自身利润率为代价换取市场份额，但也通过 Sol 和 Luna 模型系列实现了真实降价；Anthropic 增速从 Q2 到 Q3 放缓，两家公司还面临来自 DeepSeek 和 Kimi 等中国模型的低价压力。
正文节选
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 switch