By Daragh Thomas
Publication Date: 2026-04-15 19:31:00
OpenAI‘s new revenue chief just fired shots at both its biggest partner and its biggest rival in the same memo.
Denise Dresser told staff Sunday that the Microsoft Corp partnership has “limited our ability to meet enterprises where they are,” while calling demand through Amazon.com Inc‘s Bedrock platform “frankly staggering” since the two companies announced their deal in late February, according to a memo viewed by CNBC.
Dresser claimed Anthropic’s reported $30 billion revenue run rate is “inflated” by roughly $8 billion due to accounting treatment that artificially boost the numbers through its revenue-share with Amazon and Google.
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She characterized Anthropic’s strategy as built on “fear, restriction, and the idea that a small group of elites should control AI.”
A separate OpenAI investor memo sent Thursday said Anthropic is “operating on a meaningfully smaller curve,” claiming OpenAI plans 30 gigawatts of compute by…
