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Enterprise Software

OpenAI says Anthropic's $30B is off by $8B

OpenAI's chief revenue officer sent an internal memo claiming Anthropic overstates its headline $30B run rate by roughly $8B — a direct challenge to the accounting narrative anchoring Anthropic's $600B secondary valuation. Separately, $600M in OpenAI shares sit unsold on secondary platforms while $2B in buy-side demand chases Anthropic stock with zero sellers. Underneath all of it, SpaceX's public S-1 is weeks away — and it reshapes the IPO window for every company standing behind it.

Paul Smalera

Artificial Intelligence

April 15, 2026

Paul Smalera

Artificial Intelligence

April 15, 2026

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