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Polymarket MoneyonX / Twitter23h ago
NEW IN: OpenAI claims Anthropic is over reporting its revenue "by roughly $8 billion". https://t.co/iaOC8R7UHv
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Analysis Summary
This is real and current โ OpenAI Chief Revenue Officer Denise Dresser did make this claim in an internal memo leaked just hours ago. The $8 billion figure stems from a genuine accounting difference: Anthropic counts gross revenue from cloud partners (AWS, Google Cloud), while OpenAI counts net revenue after the partner's cut. Both accounting methods are legal under US GAAP, but they produce different headline numbers. The underlying issue is legitimate โ when Anthropic goes public, these accounting choices will matter enormously for comparability.
Claims Analysis (1)
โOpenAI claims Anthropic is over reporting its revenue 'by roughly $8 billion'โ
OpenAI Chief Revenue Officer Denise Dresser made this claim in an internal memo to staff. Confirmed by multiple sources including Office Chai and The Decoder.
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