Harris
@harris_p10
The panic sell-off over OpenAI revenue news is completely misguided.
The discrepancy is from investors trying to compare OpenAI with Anthropic despite differences in how they report partner revenue (see table below):
- Anthropic records the full customer payment as revenue,
The discrepancy is from investors trying to compare OpenAI with Anthropic despite differences in how they report partner revenue (see table below):
- Anthropic records the full customer payment as revenue,
*Walter Bloomberg@DeItaone · Oct 8OpenAI annualised revenues $20bn less than previously signalled
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