Rippling's receipts: OpenAI's coding share 16% → 52% since May; Anthropic's 57% → 18%

The Information's report comes with receipts from Rippling, the payroll platform that sees what companies actually buy: OpenAI's share of coding work grew from 16% in May to 52%, while Anthropic's dropped from 57% to 18%.

The piece runs under the headline “Anthropic's Margin is OpenAI's Opportunity” — the price war is now a market-share war, and the discount is the weapon.