Michael Batnick
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Podcast Appearances
Yeah.
You know what's weird about how Anthropic accounts for their revenue?
It's not taking anything away from what they're doing because they legitimately did blow past OpenAI.
But...
Anthropic, so I asked Claude how they book it.
Anthropic books that channel revenue on a gross basis.
So it's sold through cloud marketplaces.
It counts the total end customer spend as its revenue.
And then it records what it pays to the cloud platform as an expense, which is a little bit weird, but it's kosher.
You're allowed to do it that way.
OpenAI does it the other way.
They only account for the revenue that they're actually getting and not distributing.
So the gap is not quite that wide.
But look where it was at the beginning of the year.
It was very wide.
And OpenAI just whooshed past them.
I don't know.
I don't know.
I'm making this up.
I would guess that OpenAI is the more conservative way to report.