过去两个月，OpenAI、Anthropic、DeepSeek等AI公司集中启动Token价格战，通过大幅降价、免费额度赠送和套餐优惠等手段争夺用户1。OpenAI的举措尤为激进，宣布将GPT-5.6 Luna的API价格下调80%，Terra降价20%，分别降至每百万Token 0.2美元/1.2美元和2美元/12美元1。此外，OpenAI还向YC创业公司提出每家最高可获得200万美元Token的投资方案1。
Agent应用的高速增长正推高Token消耗。Codex每周活跃用户已超过500万，较2月推出时增长超6倍1。用户使用深度也在提升，其中80.6%的Codex个人用户至少提交过相当于人类工作30分钟以上的任务，25.6%提交过8小时以上的任务1。Claude Code也表现强劲，年化收入已超过25亿美元，较年初翻倍，企业订阅数量增长4倍1。微软研究显示，编程Agent持续使用者合并的PR数量提高约24%1。
这场补贴竞争背后是AI公司商业策略的转变。业内人士坦言用户忠诚度正在消散——Pylon的CEO表示从一家模型供应商处获得价值约160万美元的免费Token，并直言"我完全看不到任何忠诚度"1。在头部模型差距缩小、用户迁移成本下降的背景下，AI公司正从技术竞争转向商业化竞争，试图通过补贴争夺用户长期工作流和消费习惯1。
Over the past two months, major artificial intelligence companies including OpenAI, Anthropic, DeepSeek, and MiniMax have simultaneously rolled out token discount strategies in a competitive bid to attract and retain users 1. The promotional tactics span price reductions, free token allocations, and bundled subscription packages 1.
OpenAI has made particularly aggressive moves, slashing API prices for GPT-5.6 Luna by 80% to $0.2 per million tokens and reducing Terra pricing by 20% to $2 per million tokens and $12 for higher-tier access 1. The company has also offered a novel investment approach to Y Combinator startups, providing eligible founders up to $2 million in token credits per company 1. This pricing warfare reflects underlying market pressures: Codex's weekly active users have surpassed 5 million, more than six times the figure recorded when the service launched in February 1. Among Codex's individual users, 80.6% have submitted tasks equivalent to at least 30 minutes of human work, while 25.6% have submitted tasks requiring 8 hours or more 1.
Anthropic's Claude Code has demonstrated similarly robust growth, achieving annualized revenues exceeding $2.5 billion—double the figure from the beginning of the year—alongside a fourfold increase in enterprise subscriptions 1. The competition has become so intense that Pylon's CEO acknowledged receiving approximately $1.6 million in free tokens from one model supplier, while candidly observing, "I see absolutely no loyalty whatsoever" 1. Microsoft research has further validated the productivity impact of agent technology, finding that consistent users of programming agents increased their merged pull requests by approximately 24% 1.
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