# Replit Moved Most of Its AI Spending From Anthropic to OpenAI After a 30%-Plus Discount, The Information Reports

Times of AI Desk · 2026-10-26 · Industry

[https://timesof.ai/2026/10/replit-shifts-ai-spend-openai-discount-anthropic](https://timesof.ai/2026/10/replit-shifts-ai-spend-openai-discount-anthropic)

> The Information reports that Replit, the AI coding platform, shifted most of its AI model spending from Anthropic to OpenAI in recent months after OpenAI offered a discount of more than 30% on its model prices. RuntimeWire, relaying the report, says the contract is worth more than $100 million a year. None of the three companies has confirmed the terms; Replit's CEO has said cost, performance and partnership drove the switch.

If The Information's numbers are right, a model-price discount was enough to move one of Anthropic's biggest customers to OpenAI. The Information reported on **Saturday, October 24** that Replit, in recent months, moved the majority of its AI spending to OpenAI after OpenAI offered a discount of more than 30% on its model prices as part of a contract.

## What has been reported

RuntimeWire, which relayed The Information's report, says the contract is worth more than $100 million a year and that The Information cited a person familiar with the situation. Replit, OpenAI and Anthropic have not publicly confirmed the financial terms, RuntimeWire says.

## What Replit has said

Replit CEO Amjad Masad said onstage at TechCrunch Disrupt that the company was no longer working with Anthropic and that "it was a decision based on both cost, partnership, and performance," TechCrunch reported on October 17. He later told TechCrunch that "Replit remains model agnostic" and that OpenAI is now its "preferred partner for powering Replit Agent, based on performance, economics, and the strength of our partnership." TechCrunch reported that customers can still choose Anthropic's models but OpenAI's is now the default.

Masad said Replit had until recently been one of Anthropic's top five customers, according to TechCrunch. TechCrunch also reported that a person familiar with the Anthropic–Replit partnership disputed Masad's onstage account and said the partnership was still in place.

## Margins against market share

The headline on The Information's piece, "Anthropic's Margin, OpenAI's Opportunity," points to the trade-off. Anthropic's S-1, made public on October 26, implies a gross margin of about 85% for the first half of 2026, based on [Times of AI's calculation from its cost-of-revenue note](https://timesof.ai/2026/10/anthropic-files-s1-nasdaq-ant-16-3b-revenue). A company with that margin could afford to match a 30% discount. Anthropic did not, at least for Replit, as it prepares a listing in which investors will look closely at margins.

OpenAI has been using price to win accounts elsewhere. In government, it reached a token-based deal with a 50% discount that took effect at the start of October, against the 40% in [Anthropic's own OneGov agreement](https://timesof.ai/2026/10/anthropic-gsa-onegov-40pct-discount-state-local), Nextgov reported. In May, Sam Altman offered companies that switched to Codex [two months of free usage](https://timesof.ai/2026/05/openai-offers-two-months-free-codex-to-enterprises). If The Information is right, Replit is the clearest case so far of a large customer moving on price, which suggests coding models are becoming interchangeable enough for discounts to work.

## Limits

- The discount and contract figures rest on The Information's single, paywalled report, known here through its teaser and RuntimeWire's summary.
- The 30%-plus discount appears in The Information's teaser; the $100 million-a-year figure reaches us only through RuntimeWire.
- RuntimeWire dates The Information's report to October 25; The Information's page lists 19:45 UTC on October 24, which is used here.
- Claims by other outlets that more companies have made the same switch are not included because they could not be confirmed.
- The 85% margin is computed from S-1 figures, not reported by Anthropic, and the Margins section is analysis.

## Sources

- [Nextgov/FCW: GSA unveils token-based OneGov pricing for Claude (October 27, 2026)](https://www.nextgov.com/acquisition/2026/10/gsa-unveils-token-based-onegov-pricing-claude/416855/)
- [SEC EDGAR: Anthropic, PBC Form S-1 (October 26, 2026)](https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm)
- [The Information: Anthropic's Margin, OpenAI's Opportunity (October 24, 2026; paywalled)](https://www.theinformation.com/articles/anthropics-margin-openais-opportunity)
- [RuntimeWire: Replit shifted most AI spending to OpenAI under a reported $100M-a-year deal (October 25, 2026)](https://runtimewire.com/article/replit-openai-model-spending-discount-contract)
- [TechCrunch: Replit makes OpenAI its default over Anthropic, CEO says (October 17, 2026)](https://techcrunch.com/2026/10/17/replit-is-no-longer-working-with-anthropic-ceo-says/)