Anthropic Books Gross, OpenAI Counts Only Net Share — SkimNews
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- Anthropic books gross sales through cloud partners in its reported revenue, while OpenAI records only its net share from the same cloud-distributed contracts.
- The differing accounting methods leave investors without a reliable way to measure the head-to-head race between the two AI leaders, since their headline revenue numbers describe fundamentally different things.
Why it matters: If OpenAI's reported revenue is net and Anthropic's is gross, then any narrative that one is 'winning' the AI revenue race on raw dollars is comparing two different measures — investors using these figures to size competitive position risk getting the ranking of the two companies wrong, depending on which cloud-distributed sales are included.
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