OpenAI memo touts Amazon partnership

Summary

CNBC's Kate Rooney reports on an internal OpenAI memo from chief revenue officer Denise Dresser. The memo highlights OpenAI's partnership with Amazon as a key driver for enterprise contracts, downplays the Microsoft relationship, and criticizes rival Anthropic for inflated revenue reporting. This reflects OpenAI's efforts to reduce reliance on Microsoft and compete in the AI market.

• OpenAI executive Denise Dresser sent an internal memo to employees.
• The memo touts OpenAI's deal with Amazon to win enterprise contracts.
• It downplays the Microsoft partnership, saying it limited OpenAI's ability to meet enterprises.
• Dresser criticizes Anthropic, claiming its $30 billion revenue run rate is inflated by accounting.
• OpenAI's revenue run rate is around $25 billion, per latest updates.
• The memo comes after Amazon's $50 billion investment in OpenAI.
• Dresser argues Anthropic grosses up revenue share, while OpenAI reports Microsoft revenue net.
• Anthropic has pushed back on the claims about its revenue.