I've heard this a lot that the consumption-based pricing would be easy to switch, but I don't feel like that's how it works in B2B subscriptions. At the company I'm at, we have Anthropic subscriptions for employees. Switching to OpenAI would be a ton of work involving legal, IT, and every employee. I actually think there's a lot of stickiness even if OpenAI has some better frontier models.
That's an interesting perspective. Do you know if the deal with Anthropic has an exclusivity provision? In theory, you don't have to "switch," you could just ADD an OpenAI subscription and start splitting your spend (or not consuming Anthropic tokens at all).
Also, shouldn't your AI efficiency gains shrink the switching costs by a lot? Legal can review for cheaper, IT can implement faster, etc.
F500 company I’m at switched off Claude code to copilot in 30 days across a 5000 person org.
There’s no moat. AI tools actually make the switching that much easier