这场价格战直接关系到企业 AI 采购成本，做技术选型的团队和开发者值得关注——Anthropic 在编码场景的渗透可能改变市场格局，OpenAI 的降价策略将影响你的账单。
据《华尔街日报》报道，OpenAI 正考虑大幅降价，以应对与 Anthropic 日益激烈的竞争。Anthropic 的增长主要来自开发者和编码工作流，尤其是 Claude Code 的高 token 消耗场景，使其快速融入企业日常。OpenAI 在消费品牌上仍占优势，但竞争焦点已转向企业团队为编码代理、自动化和内部工具支付的高额账单。Anthropic 在高投入技术工作中更具优势，而 OpenAI 需在保持 ChatGPT 广泛领先的同时，防止 Claude 成为企业默认工具。
WSJ: OpenAI is considering deep price reductions a…
WSJ: OpenAI is considering deep price reductions as competition with Anthropic intensifies.
Anthropic is pressuring OpenAI because its strongest growth is coming from developer and coding workflows, specially with Claude Code, where users can generate huge token volume every day and quickly make Claude part of their normal work.
OpenAI is still the bigger consumer brand, but in this fight the valuable prize is not casual chat users, it is enterprise teams paying metered bills for coding agents, automation, and internal tools.
The difference is that Anthropic seems to have a sharper wedge in high-spend technical work, while OpenAI has to defend ChatGPT’s broad lead and stop Claude from becoming the default tool inside companies.
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wsj. com/tech/ai/openai-considers-drastic-price-cuts-anticipating-war-for-users-with-anthropic-9b8c178e