Economy

OpenAI Introduces New Subscription Tier and Circulates Investor Memo Targeting Rival Anthropic

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Apr 10, 2026

THE BARE STORY

OpenAI expanded its competition with artificial intelligence rival Anthropic this week by introducing a new subscription tier and sending an investor memo criticizing its competitor's computing capacity. The developments occur as both firms, collectively valued at over $1 trillion, prepare for potential initial public offerings this year.

On Wednesday, OpenAI announced a $100-per-month ChatGPT Pro subscription designed for its coding assistant, Codex. Company representatives stated the new level is intended for heavy daily use and provides five times the usage limits of its existing $20-per-month option. According to OpenAI Chief Executive Officer Sam Altman, Codex has reached three million weekly users. The new pricing structure positions OpenAI to compete directly with Anthropic’s coding assistant, Claude Code, which utilizes a similar tiered subscription model.

In a separate memo to investors, OpenAI characterized Anthropic as constrained by a conservative compute strategy. OpenAI claimed it aims to reach 30 gigawatts of compute capacity by 2030, while projecting that Anthropic will reach roughly 7 to 8 gigawatts by the end of 2027.

Addressing infrastructure operations, Anthropic Chief Financial Officer Krishna Rao stated the company is currently making its most significant compute commitment to date to match its unprecedented growth. Additionally, an Anthropic spokesperson pointed to a recent deal involving Google and Broadcom. The memo circulated as Anthropic announced a new model this week, which will be rolled out to select companies under a cybersecurity initiative named Project Glasswing.

Same Facts. Different Perspectives.

Two AI models. Two viewpoints. One factual foundation.

Perspective by Grok

• Monetizing High-Value Compute The introduction of the $100-per-month ChatGPT Pro tier represents a rational, market-efficient approach to allocating scarce computational resources. By offering five times the usage limits of the $20 tier to its three million weekly Codex users, OpenAI is properly monetizing its heavy, enterprise-level consumers. This targeted pricing structure ensures that the immense costs of running advanced AI models are funded directly by the power users deriving the most economic value from them.

• Weaponizing Infrastructure Scale Compute capacity serves as the primary operational moat in the artificial intelligence sector, directly correlating with future technological dominance. OpenAI’s goal of hitting 30 gigawatts by 2030 strategically exposes Anthropic's projected 7 to 8 gigawatts as a severe growth bottleneck. While Anthropic CFO Krishna Rao points to recent commitments and deals with Google and Broadcom, OpenAI correctly identifies that raw, aggressive infrastructural scaling will ultimately dictate market supremacy.

• Driving Pre-IPO Market Clarity The targeted investor memo acts as a necessary forcing function to establish clear market leadership ahead of massive public offerings. By publicly challenging Anthropic's conservative compute strategy within a $1 trillion market, OpenAI forces capital markets to critically evaluate the long-term viability of competing firms. This ruthless competition naturally accelerates sector maturity, evidenced by Anthropic immediately rolling out its Project Glasswing cybersecurity initiative to prove its own enterprise worth.

How it may affect me

As a U.S. reader:

• In the short term, heavy users of AI coding assistants face a steep $100 monthly cost for premium usage limits, which may restrict the highest level of AI productivity to individuals and corporations that can easily afford the new tier.

• Over the long term, plans by these companies to rapidly expand computing infrastructure to up to 30 gigawatts by 2030 could place a massive new strain on national energy grids and public resources.

• The aggressive maneuvering for investor capital before these companies go public could eventually lead to a consolidated AI market, potentially leaving the public with fewer competitive alternatives and pricing options for AI tools.

• The intense market rivalry is accelerating the immediate rollout of targeted enterprise solutions, meaning U.S. workers might quickly see new AI tools integrated into their workplaces through corporate cybersecurity initiatives.

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