Anthropic’s Margin is OpenAI’s Opportunity

OpenAI’s efforts to undercut Anthropic on price are producing some results. For instance, in May, Anthropic models powered 57% of the coding work of hundreds of engineers at Rippling, an HR software firm, while OpenAI models handled 16% of that work. Since then, the situation has reversed: 52% of the coding work is now handled by OpenAI models and 18% with Anthropic ones, as the company sought to cut costs and OpenAI proved cheaper, CEO Parker Conrad said.