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๐ฅAnthropic revenue surpasses OpenAI, investors question the reasonableness of OpenAI's valuation
According to The Information, Anthropic has experienced rapid revenue growth this year, surpassing OpenAI. Compared to Anthropic's $380 billion valuation, investors are questioning OpenAI's $852 billion valuation. The report points out that part of the revenue gap is due to different reporting methods for cloud partner revenue sharing. Accounting differences only explain a small portion of the gap. Investors are focusing on OpenAI's pricing strategy and valuation reasonableness, highlighting the tension between AI company growth rates and funding valuations.