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OpenAI weighs major price cuts to win users from Anthropic

OpenAI reported a -122% adjusted operating margin in Q1 2026, and ChatGPT's share of AI web traffic fell from 77.6% to 53.7% year-over-year. Anthropic's annualized run rate surged 422% to $47B, driven largely by Claude Code, while OpenAI is playing catch-up with its own coding tool Codex.

OpenAI weighs major price cuts to win users from Anthropic — AIBriefs