Anthropic would place 5% of its shares in a public-benefit fund, while Replit CEO Amjad Masad says OpenAI now powers the coding platform’s agent by default.
Two developments involving Anthropic and OpenAI show how competition in artificial intelligence is taking shape beyond model releases: companies are making decisions about ownership and about which systems power software tools. Anthropic plans to put 5% of its shares into a public-benefit fund, Reuters reported October 18. Replit, meanwhile, has made OpenAI its default model provider for Replit Agent, CEO Amjad Masad said, according to TechCrunch.
Anthropic’s proposed fund would be a wholly owned limited liability company. The share transfer is subject to shareholder approval. Under the proposed structure, the fund could also receive an additional 2% of Anthropic’s shares for every 50% increase in the company’s valuation. The initial valuation baseline has not been disclosed.
The fund could support nonprofit donations, direct payments to specific populations and programs addressing AI’s effects on the labor market. Anthropic said its equity would not be used for lobbying or political contributions. The company said the structure would offer “increased flexibility and scale to make donations for the public good.”
The proposal adds to existing commitments described in the reporting. Anthropic’s co-founders have pledged to donate 80% of their equity, and the company has an employee-matching program. Together, those commitments could dedicate approximately 20% of Anthropic’s shares to public-purpose initiatives, excluding future additions. That estimate combines the proposed fund with the other commitments; it is not a finalized share of the fund alone.
The plan comes as Anthropic prepares for a potential public offering. Reuters described the IPO as potentially one of the largest in history. The fund’s final terms and governance arrangements remain subject to approval and further detail. The report does not establish how the structure would affect shareholder priorities or company decisions.
For organizations using Claude, the proposal is a change in the ownership and public-purpose framework around a major AI vendor. The supplied reporting does not describe a change to Claude’s models, availability or pricing, nor does it include a newly announced Anthropic model release or major funding round.
Replit’s move is more directly relevant to developers choosing AI coding tools. Masad said OpenAI now powers Replit Agent by default, replacing Anthropic’s model as the default provider, TechCrunch reported. The account does not identify the OpenAI model, provide benchmark comparisons or pricing, or say when the change took effect. It also does not explain whether users can choose another provider.
Those gaps leave practical questions for teams using coding agents: how reliably the system handles larger codebases, whether generated changes are easy to review, and whether the switch changes costs or output consistency. Replit’s decision confirms a provider change, but the reporting does not say whether it reflects model performance, commercial terms or another consideration. It is not a published comparison proving one provider outperforms the other.
TechCrunch also reported that Anthropic’s workforce has become less junior and employees are spending more time in meetings. The available account provides no headcount, percentages or detailed explanation. It is not enough to determine whether the change reflects rapid scaling, organizational complexity or a shift in business priorities.
Together, the reports point to two questions for AI companies as they grow: how to define public-purpose commitments, and how to become the default engine inside software products. Neither report supplies evidence of a broad change in model performance. Anthropic’s proposed share fund and Replit’s switch to OpenAI are the clearest strategic moves in the material, while details that would help customers judge their practical consequences remain limited.
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