Open Source · Sam Altman · Anthropic · DeepSeek · OpenAI · China · Decrypt
OpenAI is considering slashing the prices it charges developers and enterprises, per the Wall Street Journal
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OpenAI is considering slashing the prices it charges developers and enterprises, per the Wall Street Journal, in anticipation of similar cuts from Anthropic.
Key facts
- As Decrypt previously reported, ChatGPT's share of global generative AI web traffic fell from 77.6% in May 2025 to 53.7% by April 2026
- Tommy Shaughnessy of Delphi Ventures laid out the structural trap in a widely shared X post this week: The $20/month flat fee rate was always priced below what heavy usage costs—a loss-leader
- Uber's CTO burned through its entire 2026 AI budget by April, some JP Morgan employees are spending more on AI use than their own salary, per the bank's chief data officer for its payments division
- Palantir CEO Alex Karp compared it to a porn addiction at AIPCon last week
Summary
OpenAI is considering significant token price cuts in anticipation of similar moves from Anthropic. Open-source inference providers are already serving DeepSeek V4 at a fraction of closed-model pricing, giving corporate customers a viable exit before any price war even begins. "I think we'll have a lot of ways we can help people get more value for less spend," Sam Altman said at a recent event, . The pressure is real.