{"id":430402,"date":"2026-06-12T11:11:16","date_gmt":"2026-06-12T05:41:16","guid":{"rendered":"https:\/\/dripp.zone\/news\/openai-wants-a-price-war-with-anthropic-is-it-proving-deepseek-right-crypto-news\/"},"modified":"2026-06-12T11:19:23","modified_gmt":"2026-06-12T05:49:23","slug":"openai-wants-a-price-war-with-anthropic-is-it-proving-deepseek-right-crypto-news","status":"publish","type":"post","link":"https:\/\/dripp.zone\/news\/openai-wants-a-price-war-with-anthropic-is-it-proving-deepseek-right-crypto-news\/","title":{"rendered":"OpenAI Wants a Price War With Anthropic\u2014Is It Proving DeepSeek Right? &#8211; Crypto News"},"content":{"rendered":"<div style=\"position:relative;overflow:visible;font-size:1.2em;line-height:1.58\">\n<div class=\"pt-8 pb-10 border-t border-b border-decryptGridline \">\n<h4 class=\"sc-b2a202e4-4 bNRGqr gg-dark:text-white\" color=\"#333\">In brief<\/h4>\n<ul>\n<li class=\"font-meta-serif-pro font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">OpenAI is considering significant token price cuts in anticipation of similar moves from Anthropic.<\/li>\n<li class=\"font-meta-serif-pro font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">The move emerges as both companies race toward dueling IPOs.<\/li>\n<li class=\"font-meta-serif-pro font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">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.<\/li>\n<\/ul>\n<\/div>\n<p class=\"font-meta-serif-pro scene:font-noto-sans scene:text-base scene:md:text-lg font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">OpenAI is considering slashing the prices it charges developers and enterprises, <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.wsj.com\/tech\/ai\/openai-considers-drastic-price-cuts-anticipating-war-for-users-with-anthropic-9b8c178e\" target=\"_blank\" class=\"sc-adb616fe-0 bJsyml\">per the Wall Street Journal<\/a>, in anticipation of similar cuts from Anthropic. Discussions are described as still in flux as both companies filed confidentially for IPOs this month, and neither has turned a profit.<\/p>\n<p class=\"font-meta-serif-pro scene:font-noto-sans scene:text-base scene:md:text-lg font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">&#8220;I think we&#8217;ll have a lot of ways we can help people get more value for less spend,&#8221; Sam Altman said at a recent event, according to the <i>Wall Street Journal<\/i>. That quote landed against a backdrop of OpenAI posting a <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.theinformation.com\/articles\/openai-held-1-billion-revenue-lead-anthropic-first-quarter\" target=\"_blank\" class=\"sc-adb616fe-0 bJsyml\">-122% adjusted operating margin<\/a> in Q1 2026\u2014meaning it lost $1.22 for every dollar it brought in.<\/p>\n<p class=\"font-meta-serif-pro scene:font-noto-sans scene:text-base scene:md:text-lg font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">The pressure is real. As <i>Decrypt<\/i> previously reported, <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/decrypt.co\/367884\/chatgpt-losing-ground-anthrophic-google-numbers\" target=\"_blank\" class=\"sc-adb616fe-0 bJsyml\">ChatGPT&#8217;s share<\/a> of global generative AI web traffic fell from 77.6% in May 2025 to 53.7% by April 2026. For the first time, more companies tracked by the Ramp AI Index are paying for Anthropic than for OpenAI. Anthropic&#8217;s annualized run rate went from $9 billion at the end of 2025 to <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/decrypt.co\/369434\/anthropic-nears-1-trillion-valuation-topping-openai-65-billion-raise\" target=\"_blank\" class=\"sc-adb616fe-0 bJsyml\">$47 billion by May 2026<\/a>\u2014a 422% jump in five months\u2014driven almost entirely by Claude Code, with Q2 2026 being the company\u2019s first profitable quarter ever.<\/p>\n<p class=\"font-meta-serif-pro scene:font-noto-sans scene:text-base scene:md:text-lg font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">OpenAI has since made its own coding tool, Codex, a company priority. But it\u2019s playing catch up.<\/p>\n<p><iframe loading=\"lazy\" style=\"border:0\" src=\"https:\/\/myriad.markets\/embed\/market\/who-ipos-first-d112e68a-b7d1-4991-9f77-ca2db82cdc99\" width=\"100%\" height=\"415px\"><span style=\"width:0px;overflow:hidden;line-height:0\" data-mce-type=\"bookmark\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p class=\"font-meta-serif-pro scene:font-noto-sans scene:text-base scene:md:text-lg font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">Both companies are fighting a not so silent war to attract as many clients as possible in the middle of the world\u2019s biggest tech fever since the dot-com era. Companies of every sort are now racing to use AI in some way or another. Uber&#8217;s CTO burned through its entire 2026 AI budget by April, some JP Morgan employees are <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.semafor.com\/article\/06\/03\/2026\/ai-token-costs-are-exceeding-some-employees-salaries\" target=\"_blank\" rel=\"nofollow external noopener\" class=\"sc-adb616fe-0 bJsyml\">spending more<\/a> on AI use than their own salary, per the bank&#8217;s chief data officer for its payments division.<\/p>\n<p class=\"font-meta-serif-pro scene:font-noto-sans scene:text-base scene:md:text-lg font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">This is the practice Silicon Valley has taken to calling &#8220;tokenmaxxing&#8221;\u2014burning through as many AI tokens\u2014the bits of data processed by AI models\u2014as possible, often without clear return on investment. Palantir CEO Alex Karp <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.businessinsider.com\/alex-karp-compares-tokenmaxxing-to-porn-addiction-2026-6\" target=\"_blank\" class=\"sc-adb616fe-0 bJsyml\">compared<\/a> it to a porn addiction at AIPCon last week. JP Morgan analysts published a note this month titled &#8220;<a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/x.com\/zerohedge\/status\/2064861200001671630?s=20\" target=\"_blank\" rel=\"nofollow external noopener\" class=\"sc-adb616fe-0 bJsyml\">AI Bills Are Out of Control<\/a>.&#8221; The companies most exposed to the blowback are the ones now contemplating a price war.<\/p>\n<p class=\"font-meta-serif-pro scene:font-noto-sans scene:text-base scene:md:text-lg font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">Tommy Shaughnessy of Delphi Ventures laid out the structural trap in a widely shared <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/x.com\/shaughnessy119\/status\/2061807418829578413?s=46\" target=\"_blank\" rel=\"nofollow external noopener\" class=\"sc-adb616fe-0 bJsyml\">X post this week<\/a>: The $20\/month flat fee rate was always priced below what heavy usage actually costs\u2014a loss-leader designed to drive adoption, not cover compute. Once a real business needs AI at scale, it moves to the API, paying per token, but consuming much more compute power.<\/p>\n<p class=\"font-meta-serif-pro scene:font-noto-sans scene:text-base scene:md:text-lg font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">Not everyone agrees with this take. Some believe the oligopoly of AI in the Western hemisphere allows for companies to charge increasingly high prices for processing their prompts\u2014Chinese models charging so little being proof of this. If this is the case, there may be room for drastic price changes while still being on solid financial ground.<\/p>\n<div class=\"relative w-full\">\n<blockquote class=\"twitter-tweet mx-auto\">\n<p lang=\"en\" dir=\"ltr\">Hot take: They&#8217;re not subsidized their margins are insane. They are just absolutely raping api customers. Anyone who has used deepseek or hosted anything and done the math on hardware\/power costs knows this <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/t.co\/XQ477Qw3Vv\" data-wpel-link=\"internal\">https:\/\/t.co\/XQ477Qw3Vv<\/a><\/p>\n<p>\u2014 Roy (@usr_bin_roygbiv) <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/x.com\/usr_bin_roygbiv\/status\/2065003509947281629?ref_src=twsrc%5Etfw\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">June 11, 2026<\/a><\/p>\n<\/blockquote>\n<\/div>\n<p class=\"font-meta-serif-pro scene:font-noto-sans scene:text-base scene:md:text-lg font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">Real enterprise deployments are moving to metered API pricing, and companies are burning credits far faster than flat fees ever suggested. Meanwhile, open-source inference providers (companies that provide compute power so AI models can process information) are scaling fast, with agentic tools being the catalyst for their growth. These platforms serve China\u2019s leading AI models like DeepSeek, GLM, MiMo, Kimi or Minimax, which compete with Claude Opus on coding benchmarks, at a <span style=\"font-weight:400\">roughly one-thirteenth<\/span> the price of the closed alternative.<\/p>\n<p class=\"font-meta-serif-pro scene:font-noto-sans scene:text-base scene:md:text-lg font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">&#8220;Chinese labs open source frontier-grade models,&#8221; Shaughnessy <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/x.com\/Shaughnessy119\" target=\"_blank\" rel=\"nofollow external noopener\" class=\"sc-adb616fe-0 bJsyml\">wrote<\/a>. &#8220;The model is the single biggest cost an inference provider has, and they get it for free.&#8221; As long as that holds, the floor on intelligence pricing keeps falling toward zero\u2014and any margin recovery at OpenAI or Anthropic becomes a math problem with no clean solution.<\/p>\n<p class=\"font-meta-serif-pro scene:font-noto-sans scene:text-base scene:md:text-lg font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">The whole thesis breaks only if China goes closed-source, Shaughnessy noted, which would be bullish for the U.S. labs.<\/p>\n<p class=\"font-meta-serif-pro scene:font-noto-sans scene:text-base scene:md:text-lg font-normal text-lg md:text-xl md:leading-9 tracking-px text-body gg-dark:text-neutral-100\">So far, most of China\u2019s AI labs appear committed to the opposite approach.<\/p>\n<div class=\"my-4 border-b border-decryptGridline\">\n<div class=\"text-start p-8 md:py-12 md:px-12 max-w-prose relative\"><span class=\"border-t-4 border-l-4 w-4 h-4 md:border-t-[6px] md:border-l-[6px] md:w-6 md:h-6 border-decryptPurple dark:border-decryptNeon gg-dark:border-cc-pink-2 absolute top-4 left-4 md:top-6 md:left-6\"\/><span class=\"border-t-4 border-l-4 w-4 h-4 md:border-t-[6px] md:border-l-[6px] md:w-6 md:h-6 border-decryptPurple dark:border-decryptNeon gg-dark:border-cc-pink-2 absolute rotate-180 bottom-4 right-4 md:bottom-6 md:right-6\"\/><\/p>\n<h3 class=\"font-akzidenz-grotesk font-bold text-xl md:text-3xl md:text-center gg-dark:text-white\">Daily Debrief<!-- --> Newsletter<\/h3>\n<p>Start every day with the top news stories right now, plus original features, a podcast, videos and more.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>In brief OpenAI is considering significant token price cuts in anticipation of similar moves from Anthropic. The move emerges as both companies race toward dueling IPOs. 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. OpenAI is considering [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":430403,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[230,225,221,227,226,228,229,60,223,224,222],"class_list":["post-430402","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cryptocurrency","tag-brave","tag-coinbase","tag-crypto","tag-decentralised","tag-decentralized","tag-decentralized-exchange","tag-erc-20","tag-featured","tag-meme-coin","tag-robinhood","tag-solana"],"_links":{"self":[{"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/posts\/430402","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/comments?post=430402"}],"version-history":[{"count":1,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/posts\/430402\/revisions"}],"predecessor-version":[{"id":430404,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/posts\/430402\/revisions\/430404"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/media\/430403"}],"wp:attachment":[{"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/media?parent=430402"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/categories?post=430402"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/tags?post=430402"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}