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Replit shifts most AI spending from Anthropic to OpenAI

Original: the moat for AI models turned out to be a discount replit moved most of its AI spend from anthropic to openai, per the i

Replit has moved the bulk of its AI spending from Anthropic to OpenAI, according to The Information. OpenAI reportedly offered a discount of more than 30% on a deal worth over $100 million a year, after Anthropic ended its discount. Replit's coding agent now defaults to OpenAI models, though Claude remains selectable. The episode is being read as a sign that pricing, not model quality, is deciding major AI contracts.

Why now: The story suggests AI model providers compete mainly on price, undercutting claims that top models have a durable moat.

ReplitOpenAIAnthropicThe Information

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