Rory O’Driscoll, General Partner at Scale Venture Partners, breaks down the divergent revenue accounting methods used by Anthropic and OpenAI when recognizing indirect distribution revenues.
“There was this kind of whole meme of OpenAI reports net on their partner revenue and Entropic reports gross. And what they're saying there is if OpenAI sells through Microsoft and Microsoft takes some money off the top, OpenAI only reports the net amount. If Antropic sells through AWS and they sell a hundred dollars worth of revenue, they report the gross amount, and then they give 20 grand, 20 dollars back to Amazon as a cost of sale. So there's two different methods for what looked like the same revenue kind of mix, same revenue approach.”
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