Commenters focused on the FT report that OpenAI trimmed an earlier claimed annualised revenue figure, and on what that says about comparisons with Anthropic. Several observed that the discrepancy apparently came from investors “grossing up” OpenAI’s run rate to match Anthropic’s method of including cloud-partner sales, and argued that both firms use inconsistent “annualised revenues” metrics that can be deceptive (as several likened the practice to extrapolating a short-term spike). Others accused both companies of intentional spin or lying about numbers, while a few defended the behavior as typical startup accounting or as the result of different legitimate accounting treatments. Some also pointed to product changes that affect billed usage and thus run-rates.
Debate widened to implications: some commenters said the opacity undercuts confidence in OpenAI’s $1tn-plus valuation and suggested the company would have gone public if fundamentals were strong, while others blamed modern private-capital markets and VCs for keeping profitable firms private. A number predicted strategic motives - undermining Anthropic ahead of an IPO or trying to manage a future dump - and a few warned of an eventual AI-hype correction. Views split between seeing clever corporate communications and seeing systemic market rot or looming failure.
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