OpenAI Memo Says Anthropic Inflated $8B Run Rate
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- OpenAI CRO Denise Dresser sent a four‑page internal memo to staff on Sunday outlining strategic priorities and critiquing Anthropic’s revenue reporting.
- Anthropic is accused of inflating its $30 billion run‑rate by roughly $8 billion by gross‑up revenue share with Amazon and Google, according to the memo.
- OpenAI says Anthropic’s accounting includes gross cloud‑reseller revenue, while OpenAI reports net cloud sales, creating the $8 billion discrepancy.
- OpenAI previewed a new “Spud” model that the memo claims will make all its products “significantly better”.
- OpenAI stresses the need to lock in users, build a moat and expand its enterprise business to stay ahead of Anthropic.
Why it matters: Anthropic faces credibility pressure as OpenAI alleges an $8 billion inflation of its run‑rate, which could sway investors and partners, while OpenAI leverages the claim to highlight its own accounting clarity and to promote the upcoming ‘Spud’ model as a competitive edge.
