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OpenAI's annualized revenue reportedly nears $50B; fired safety researchers dispute misconduct claims

The Financial Times reports the figure is roughly $20B below prior estimates; three fired researchers warn of chilled debate.

1 Source, 1h ago, first seen 1h ago

TLDR

The Financial Times reported that OpenAI told investors its annualized revenue approached $50B at the end of September, roughly $20B below earlier estimates. Three fired safety researchers, including Jasmine Wang, disputed misconduct claims in an open letter and warned of a chilling effect on debate. A separate post quotes an explanation that Anthropic counts gross cloud-partner sales as revenue while OpenAI counts only its share, leaving investors unable to compare the figures accurately.

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Fred Pope@fred_pope“Anthropic counts the gross amount of sales through cloud partners like http://Amazon.com Inc. as revenue. OpenAI recognizes only its share of revenue generated from such partners, including Microsoft Corp. As a result, OpenAI’s estimates could make it look like it’s significantly lagging Anthropic — even if it isn’t. Investors have tried to re-calculate the figures so they align, only to conclude they don’t have enough information to do so accurately. “1h
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    Fred Pope@fred_pope“Anthropic counts the gross amount of sales through cloud partners like http://Amazon.com Inc. as revenue. OpenAI recognizes only its share of revenue generated from such partners, including Microsoft Corp. As a result, OpenAI’s estimates could make it look like it’s significantly lagging Anthropic — even if it isn’t. Investors have tried to re-calculate the figures so they align, only to conclude they don’t have enough information to do so accurately. “1h
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