Discussion

• @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

• @mikeisaac Rat King on x

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

• @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…

• @beffjezos @beffjezos on x

  That CRO nailed it. “Your aura farming is our opportunity” Calling it now: major OpenAI comeback coming

• @mattdabit Matthew Dabit on x

  @haydenfield I will never understand internal leakers. Why are you hurting your coworkers pockets, let alone your own? It's like punching yourself in the face

• @reedalbergotti Reed Albergotti on x

  It's still true that Anthropic 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 enterpr…

• @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]

• @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/…

• @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…

• @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

• @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.

• @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.

• @_nathancalvin Nathan Calvin on x

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

• @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!

• @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]

• @boazbaraktcs Boaz Barak on x

  Neither company should caricature the other. I've said multiple times that I'm glad Anthropic exists. It would be very bad if only one company was making frontier AI, whether it's OpenAI, Anthropic, Google or anyone else..

• @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

• @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).

• @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

  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?

• @ashleycapoot Ashley Capoot on x

  Scoop w/ @Kr00ney: OpenAI CRO Denise Dresser sent a memo to staffers touting the company's alliance with Amazon as a key growth driver for its enterprise business, while noting the constraints of its long-standing tie-up with Microsoft. More here: https://www.cnbc.com/...

• @stocksavvyshay Shay Boloor on x

  OpenAI is reportedly leaning further into $AMZN for enterprise distribution with its CRO saying $MSFT has “limited our ability” to meet customers where they are. She added that demand through Amazon has been “staggering” as OpenAI looks to broaden enterprise reach beyond Azure. […

• @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]

• r/plugpowerstock r on reddit

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

• r/technology r on reddit

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

• @deliprao @deliprao on x

  CRO telling their AI researchers that code generation models are not foundational is not going to inspire confidence in the leadership. [image]

• @gailcweiner Gail Weiner on x

  I would literally jump out a 100 story window if I had to read this Corporate slop from my boss on a Sunday evening,

• @tekbog @tekbog on x

  no more AGI vague posting we are doing sales now

• @scaling01 @scaling01 on x

  OpenAI CRO: emphasizes the need to lock in users and build a moat so in other words: OpenAI has no moat and needs to lock in users or they would simply move to better providers like Anthropic, Google or Meta

• @scaling01 @scaling01 on x

  desperately trying to stop employees leaving OpenAI for Anthropic lmao [image]

• @ameliabarty Amelia Bartholomew on x

  “lock in users” “build a moat” do you see anon? are your eyes open? these are the people we have entrusted our future to in America we don't build businesses anymore, only monopolies

• @firstadopter Tae Kim on x

  OpenAI: “The opportunity ahead is massive, and our biggest constraint right now is not demand. It is capacity. That is why talent remains a top priority in Q2.” “We have everything we need to extend our lead from here. We have the compute. We have the products.” [Next model]

• @sethlazar Seth Lazar on x

  We wrote about the prospect of platform agents last year; it's interesting to see the dynamics we described then being self-consciously part of the strategy of the companies now. As we put it in our ICML paper, we think folks should build agent advocates, not platform agents.

• r/ClaudeCode r on reddit

  OpenAI CRO memo to employees leaked, part of it says that Anthropic made a “strategic misstep to not acquire enough compute” and are “operating on a meaningfully smaller curve”.