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Coding app Replit reportedly moved most AI spending to OpenAI after a 30%+ discount

The Information reports, citing a source, that Replit recently moved most of its AI spending from Anthropic to OpenAI. According to the report, OpenAI gave a discount of more than 30% in a deal worth over $100 million a year, after Anthropic ended its own discount. The Information frames it as a sign that OpenAI's push to undercut Anthropic on price is working.

Why it matters: It suggests AI companies are now competing on price for big customers. That could lower costs for app makers, but this rests on one source.
Single-source reportTechmeme / The Information