A Four-Page Internal Letter: What Card Is OpenAI Playing?
OpenAI's internal memo, revealed by The Information, outlines a strategic narrative against Anthropic across three key areas: revenue accounting, enterprise competition, and compute capacity.
First, OpenAI CRO Denise Dresser challenged Anthropic’s reported $30B annualized revenue, claiming the actual net figure—using OpenAI’s accounting method—is $22B. The discrepancy stems from differing GAAP interpretations: Anthropic books gross revenue (including cloud partner shares), while OpenAI records net revenue after partner deductions.
Second, enterprise adoption data from Ramp shows Anthropic rapidly closing the gap with OpenAI, narrowing from an 11% to a 4.6% difference within months. Anthropic already leads in high-value sectors like tech, finance, and professional services. Dresser acknowledged Anthropic’s edge in coding capabilities but warned against being a "single-product company" in a platform war.
Third, while current compute capacity is comparable (OpenAI ~1.9 GW vs. Anthropic ~1.4 GW), OpenAI’s long-term plans aim for 30 GW by 2030—four times Anthropic’s projected 7-8 GW by 2027. Anthropic’s growth depends on sustaining enterprise revenue to cover rising cloud costs, estimated to reach $6.4B by 2027.
The memo also highlighted OpenAI’s strategic shift: reducing reliance on Microsoft (which “limited customer reach”) and partnering with Amazon, which invests in both OpenAI and Anthropic. This places Amazon’s Bedrock platform as a battleground where both models compete for the same enterprise clients.
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