OpenAI Exec Reveals New Strategy in Leaked Memo: Attack Anthropic

Over the weekend, OpenAI’s chief new revenue officer, Denise Dresser, sent a memo to employees meant to detail the company’s strategy going forward, but somehow ended up spending a considerable amount of ink on how little the company thinks of Anthropic. The memo, reported on by The Verge, included some direct shots at OpenAI’s biggest rival, including claiming that Anthropic has been juicing its revenue figures. Per the memo, Dresser claimed that Anthropic uses “accounting treatment that makes revenue look bigger than it is,” and that has given a false impression of how long the company’s run rate is. Just last week, Bloomberg reported Anthropic’s annualized revenue is trending over $30 billion. OpenAI is throwing cold water on that, claiming that it believes Anthropic is overstating its situation by about $8 billion, dropping it to $22 billion. And wouldn’t you know it, that puts Anthropic behind OpenAI, which has a reported run rate of around $24 billion. One of the objections that Dresser took with Anthropic’s alleged revenue included “grossing up” revenue-sharing agreements that the company has with Google and Amazon, instead of using net revenue figures. Funnily enough, thoug