据《The Information》周六报道，OpenAI 向 Replit 提供了超过 30% 的折扣，此后 Replit 在近几个月将其大部分 AI 支出从 Anthropic 转移到了 OpenAI。
Replit moved most of its AI spending from Anthropic to OpenAI in recent months after OpenAI offered a discount of more than 30%, The Information reported on Saturday.
一位知情人士向《The Information》透露，这份合同每年价值超过 1 亿美元。该报道由劳拉·布拉顿和斯蒂芬妮·帕拉佐洛撰写。Replit 原本计划继续与 Anthropic 合作，后者此前曾对其模型给予折扣。但报道称，Anthropic 不愿在没有更大支出承诺的情况下延长这一折扣。
The contract is worth over $100M a year, a person familiar with the deal told The Information, in a story by Laura Bratton and Stephanie Palazzolo. Replit had planned to stay with Anthropic, which had discounted its models before. But Anthropic would not extend that discount without a bigger spending commitment, the report said.
TNW 尚未独立核实这些数字。今年 9 月，《The Information》还报道称，一旦客户用完其承诺的 token 额度，Anthropic 就会终止折扣。
TNW has not independently verified the figures. In September, The Information also reported that Anthropic ends discounts once customers use up their committed tokens.
OpenAI 的折扣在吸引其他客户的同时，也在撬走其他客户。人力资源软件公司 Rippling 首席执行官帕克·康拉德告诉《The Information》，OpenAI 的模型目前承担了该公司 52% 的编程工作，高于 5 月份的 16%。同期，Anthropic 的份额从 57% 降至 18%。
Other customers moving The OpenAI discounts are pulling other customers too. Rippling chief executive Parker Conrad told The Information that OpenAI models now handle 52% of the HR software company’s coding work, up from 16% in May. Anthropic’s share fell from 57% to 18% over the same period.
数据教育平台 DataCamp 首席执行官乔纳森·科内利森告诉《The Information》，OpenAI 的定价使他的成本降低了 80% 至 90%。报道称，一家资产超过 70 亿美元的美国银行将其 ChatGPT 席位免费翻倍至 500 名员工。该银行每用户支付不到 7 美元，而通常价格为 20 美元或更高。
DataCamp chief executive Jonathan Cornelissen told The Information that OpenAI’s pricing cut his costs by 80% to 90%. A US bank with more than $7bn in assets had its ChatGPT seats doubled to 500 staff at no extra charge, the report said. It pays under $7 per user, against the usual $20 or more.
Replit 方面的说法 据 TechCrunch 报道，Replit 首席执行官阿姆贾德·马萨德此前已在 TechCrunch Disrupt 大会上表示，OpenAI 的模型在其基准测试中表现更好。
Replit’s own account Replit chief executive Amjad Masad had already said at TechCrunch Disrupt that OpenAI’s models perform better on its benchmarks, TechCrunch reported.
“这是一个基于成本、合作伙伴关系和性能的决定。”——阿姆贾德·马萨德，Replit 马萨德后来告诉 TechCrunch，用户仍然可以选择 Claude。
“It was a decision based on both cost, partnership, and performance.”Amjad Masad, Replit Masad later told TechCrunch that users can still pick Claude.
“Replit 仍然保持模型无关。我们的用户可以选择 Anthropic 的 Claude 或其他支持的模型。”——阿姆贾德·马萨德，对 TechCrunch 表示 自 6 月以来的价格战 两家实验室今年都大幅下调了标价。9 月 22 日，OpenAI 通过其 Sol 和 Luna 模型将 GPT-6 的价格减半。同一天，Anthropic 推出了更便宜的 Opus 5.5。Anthropic 表示，新模型运行所需的算力比 Opus 5 更少。
“Replit remains model agnostic. Our users can choose Anthropic’s Claude or other supported models.”Amjad Masad, to TechCrunch A price war since June Both labs have cut list prices sharply this year. On 22 September, OpenAI halved GPT-6 prices with its Sol and Luna models. The same day, Anthropic launched a cheaper Opus 5.5. Anthropic said the new model needs less computing power to run than Opus 5.
中国的开放权重模型从下方增添了压力。月之暗面（Moonshot）于周五发布了Kimi K3.1 Pro，开放权重定于11月4日发布。
Chinese open-weight models add pressure from below. Moonshot released Kimi K3.1 Pro on Friday, with open weights due on 4 November.