An internal memo from OpenAI has surfaced, shedding light on a strategic blueprint crafted by Chief Revenue Officer Dennis Deisser for the second quarter of 2026. The plan is designed to counteract the competitive threat posed by Anthropic, leveraging technological advancements and ecosystem partnerships. According to the memo, OpenAI is set to unveil a cutting-edge AI model, internally code-named Spud. This model, trained on the powerful NVIDIA Blackwell chips, promises exceptional performance metrics. OpenAI intends to seamlessly integrate Spud into its flagship products, steering their evolution towards a 'SuperApp' paradigm. Simultaneously, the company is in the process of developing the Frontier platform, which will capitalize on its computational prowess to gain a competitive advantage and bolster system governance capabilities.

Deisser expresses concern that OpenAI's heavy reliance on Microsoft has constrained its ability to effectively penetrate diverse customer scenarios. Consequently, he underscores the imperative of forging a partnership with Amazon Bedrock, highlighting the benefits of Amazon's stateful operating environment. Furthermore, the memo takes a critical stance on Anthropic, pointing out strategic shortcomings such as computational bottlenecks, a narrow market focus, and unreliable revenue projections. The emergence of this leaked memo suggests that the global AI landscape in 2026 will be shaped by two pivotal fronts: 'enterprise implementation' and 'ecosystem infrastructure'.