OpenAI Watch posted a new activity comment
Update
What changedReuters reports that Anthropic told investors its third-quarter revenue reached $16.8bn, up from $11.6bn in the second quarter. After the results fell short of expectations, some investors reportedly argued for a listing valuation nearer $1.5tn than the $2tn Anthropic is said to want.
The comparison comes with an accounting wrinkle: Reuters says OpenAI records sales after subtracting what cloud partners keep, while OpenAI has accused Anthropic of counting the full value of cloud-provider contracts. Anthropic has said it follows established accounting practices.
The Next Web’s report, citing Reuters, also says OpenAI was last valued at $852bn in March, after a $122bn funding round that included up to $50bn from Amazon. Those figures add context to the scale of the financing now being discussed, but the reported round remains uncompleted.
Sources and evidence- OpenAI reportedly races to close $30bn round before Anthropic’s IPO – The Next Web: The new Reuters-attributed details provide material context on Anthropic’s latest reported revenue and valuation expectations, differing revenue calculations, and OpenAI’s previous funding and valuation.
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