Apr. 14 at 7:12 PM
$TEAM $CRM $MNDY $NOW $ADBE , these companies are the next enron, when this shitshow unfolds, all sw gonna go exponential, youwont be able to time it when it does ..... "OpenAI CRO Denise Dresser's four-page memo to employees accuses Anthropic of inflating its
$30B run rate by roughly
$8B through gross revenue accounting on cloud-partner sales.
OpenAI reports Microsoft share net, putting it closer to public-company standards, while Anthropic books full AWS, Azure and Google Cloud billings as top-line revenue.
A parallel investor memo projects OpenAI at 30 gigawatts of compute by 2030 versus 7–8 gigawatts for Anthropic by end-2027, an argument Anthropic disputes.
Ramp data shows Anthropic at 30.6% of enterprise AI-paying customers versus OpenAI's 35.2%, with a projected crossover within two months ahead of dual IPOs."
