Denise Dresser, the new revenue head at OpenAI, sharply criticized both the company’s top partner and its biggest competitor in an internal memo.
She told staff that the partnership with Microsoft has “limited” OpenAI’s ability to fully serve enterprise clients, while highlighting surging demand through Amazon’s Bedrock platform since their recent collaboration.
Dresser also targeted rival Anthropic, claiming its reported $30 billion revenue run rate is overstated by around $8 billion due to accounting practices tied to revenue-sharing deals with Amazon and Google.
She framed Anthropic’s broader strategy as driven by “fear and restriction,” suggesting it promotes tighter control of AI by a limited group.
In a separate investor memo, OpenAI argued that Anthropic is operating at a smaller scale, projecting 30 gigawatts of compute capacity by 2030 compared to Anthropic’s estimated 7–8 gigawatts by 2027.
The criticism comes as Anthropic gains traction in the enterprise market. At a recent conference in San Francisco, Arvind Jain described demand for its Claude model as reaching “mania” levels among business users.
Despite OpenAI’s pushback, prediction markets like Polymarket currently favor Anthropic, giving it higher odds of leading in AI model rankings and going public before OpenAI.
Both companies are backed by Amazon, which has invested heavily in each, while Microsoft—OpenAI’s long-time partner—has invested over $13 billion into the company since 2019.