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Openai Leaked Memo Slams Anthropic: Chatgpt Maker Accuses Rival of ‘Fear-Based’ Ai Approach, Reveals Report

Denise Dresser says OpenAI’s enterprise push rests on customer deployment, multi-product deals and a new Amazon channel as it disputes Anthropic’s revenue figures.

  • OpenAI Chief Revenue Officer Denise Dresser recently outlined a strategy to dominate enterprise AI in a memo, introducing the new "Spud" model as the foundation for a future super-app.
  • Dresser also targeted rival Anthropic, claiming the company uses "accounting treatment that makes revenue look bigger than it is" to inflate its reported $30 billion annualized revenue.
  • OpenAI contends Anthropic's true run rate is closer to $22 billion, while leveraging partnerships with Microsoft and Amazon to maintain competitive advantage.
  • Scaling distribution through Amazon's Bedrock, the company aims to lower adoption friction and integrate its platform into production runtime for security-sensitive enterprise buyers.
  • By enabling memory and continuity across complex processes, the company intends to move beyond stateless model access, establishing a system functioning as comprehensive operating infrastructure.
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Some investors in the US company OpenAI are questioning its $852 billion valuation, the Financial Times (FT) reported on Tuesday, citing unnamed financial backers. The group is starting to focus more on the corporate customer segment, where critics say it faces increased competition from products from Anthropic and Google.

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OpenAI's Chief Revenue Officer, Denise Dresser, criticized rival Anthropic in a leaked memo. Dresser questioned the company's business practices and financials.

·New Delhi, India
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Shots fired.

·United States
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OpenAI's internal memo attacks its rival in front of it. Accounting, strategy, philosophy: everything goes on. Just a few months away from a double IPO, rivalry turns to the settlement of accounts.

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The Verge broke the news in United States on Monday, April 13, 2026.
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