OpenAI's Chief Revenue Officer, Denise Dressel, sent a four-page memo to employees, questioning the credibility of competitor Anthropic's data. A week ago, Anthropic announced that its annualized revenue had reached $30 billion, surpassing OpenAI. However, the memo pointed out that Anthropic used the 'gross method' in handling revenue sharing with cloud service providers, thereby inflating its revenue by $8 billion. Its true annualized revenue is approximately $22 billion, which does not exceed OpenAI's $25 billion. OpenAI, on the other hand, uses the 'net method' to handle revenue, which is more in line with the standards of listed companies. Additionally, the memo mentioned that Anthropic lacks sufficient computing power support, leading to a poor customer experience when using its Claude products. At the same time, Anthropic's products are overly focused on programming scenarios, making it difficult to win in platform competition, while OpenAI is building a complete enterprise AI system. The memo also criticized Anthropic's philosophy, emphasizing that OpenAI is an advocate of 'democratizing AI.' On the same day, OpenAI announced the acquisition of AI financial application company Hiro Finance, which will cease operations. This move may be aimed at supplementing OpenAI's capabilities in 'life scenarios' and acquiring talent in areas such as understanding financial products, but it may also face challenges in terms of accuracy, compliance, and trust.
