OpenAI Leaked Memo Attacks Anthropic Over Revenue Claims
TL;DR
A Gizmodo summary says OpenAI's Denise Dresser circulated a leaked memo detailing a competitive strategy that also directly attacks Anthropic, alleging its revenue is inflated through accounting tricks; OpenAI counters Bloomberg's claim that Anthropic's annualized revenue exceeds $30 billion by estimating about $22 billion, with OpenAI's run rate near $24 billion; the memo notes Anthropic's enterprise edge in coding but warns against being a single-product company in a platform war, and it criticizes Anthropic's leadership as fear-driven; the piece also references Amazon's up-to-$50 billion investment in OpenAI and Microsoft’s partnership shaping enterprise deployment.
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