Discussion

• @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.

• @mikeisaac Rat King on x

  the openai/anthropic feud is like the mad men elevator meme but both companies are ginsberg

• @bearlyai @bearlyai on x

  Newly leaked OpenAI memo says Anthropic's reported annual run rate of $30B is inflated by $8B. Anthropic includes gross revenue from cloud resellers (expenses their share as sales & marketing). OpenAI nets cloud sales. If correct, OpenAI at $25B run rate vs. Anthropic at $22B. [i…

• @klendathucap @klendathucap on x

  Was there not a report on this a couple of weeks ago that Ant counts its revenue differently? I wouldn't trust any of these people, and especially the Effective Altruists who can justify any sin so long as they believe it results in the greater good (eventually).

• @miles_brundage Miles Brundage on x

  OpenAI leaders should stop caricaturing Anthropic. It encourages tribalism at a time when safety cooperation is urgently needed Don't know this person so am assuming she is genuine but Anthropic's “story” is not “built on fear, restriction, and the idea that a small group of

• @lefthanddraft Wyatt Walls on x

  I hope this internal OpenAI memo was written for the public to read, because this is a dangerous amount of Kool-Aid to be giving to employees [image]

• @wordgrammer @wordgrammer on x

  The end result of startups counting dirty revenue is 3 “agentic commerce” companies, all founded by former HFT guys, round tripping the same $125k a hundred times per second. They will raise the first quadrillion dollar Series A

• @zeffmax Max Zeff on x

  OpenAI's chief revenue officer is telling employees that Anthropic is juicing its ARR by $8 billion 👀 from @haydenfield [image]

• @haydenfield Hayden Field on x

  OpenAI's chief revenue officer sent a 4-page memo to employees on Sunday about the company's strategic direction, emphasizing the need to lock in users, build a moat and grow its enterprise business. (It also threw shade at its longtime rival Anthropic.) https://www.theverge.com/…

• @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 🍿

• @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

• @obrien Chris O'Brien on x

  Congrats to OpenAI to sorta figuring out Anthropic's playbook one year too late. But it's still clear based on this, they don't completley understand the structural advantages. And if they think Anthropic is a “one product company”...Ooof. Hope the new podcast helps tho!

• r/plugpowerstock r on reddit

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

• @reedalbergotti Reed Albergotti on x

  Great scoop from The Verge on The OpenAI internal memo. I scooped last week that the different accounting used by the two companies could cause up to an $8 billion discrepancy in how revenue is counted. OpenAI is sharing that number internally now. It's still true that Anthropic

• @reedalbergotti Reed Albergotti on x

  is catching up. OpenAI is still chasing Anthropic on the enterprise front. But I'd argue winning consumer is the much more important battle for OpenAI. You only have one chance to win consumer AI. You will have many chances to win in the enterprise.

• @chatgpt21 Chris on x

  Holy shit OpenAI's CFO is basically saying Anthropic's stated run rate is inflated by around $8B at the current $30B ARR figure because they gross up rev share with Amazon and Google on a gross basis instead of netting out the partner cut. And that was not even the only shot. [im…

• @_nathancalvin Nathan Calvin on x

  OpenAI memo: Anthropic believes in “restrictions,” we believe in “safeguards.” What exactly is the difference?