Discussion

• @quinnypig Corey Quinn on x

  “Working with Microsoft limited our ability to reach enterprise customers via Amazon” my friend do you HEAR yourself?

• r/technology r on reddit

  OpenAI touts Amazon alliance in memo, says Microsoft has ‘limited our ability’ to reach clients

• @ns123abc Nik on x

  🚨OpenAI Chief Revenue Officer memo to employees LEAKED: >"Claude has become a religion, that's the level of that mania" >"Anthropic's strategy is fear, restriction, and the idea that a small group of elites should control AI" >"They made a strategic misstep to not acquire [image]

• @bdsams Brad Sams on x

  The gloves are coming off 🍿

• @edzitron.com Ed Zitron on bluesky

  OpenAI (who reports/leaks revenues with their Microsoft revenue share included) accuses Anthropic of “grossing up” their runrate, inflating it by “roughly” $8bn.  Cannot wait for these companies to file their S-1s.  They're so mad at each other.  [embedded post]

• @bdsams Brad Sams on x

  @EthanChoi7 ... Reminds me tangentially of how Microsoft previously reported cloud revenue so that it couldn't be compared directly to AWS

• @ethanchoi7 Ethan Choi on x

  @bdsams ... Yes. SEC tends to care about comparability for direct competitors that are public but will look at the substance of the contracts. Either way, would be helpful to see apples-to-apples NET revenue to each company for comparability

• @emollick Ethan Mollick on x

  At this point, I assume that every internal memo at an AI lab is just written for public release. The labs are certainly capable of keeping secrets that don't leak, so they must realize that all-hands memos or announcements just go right to The Information or Wired or whatever.

• r/plugpowerstock r on reddit

  OpenAI touts Amazon alliance : Dean Fullerton should call its old friends