Anthropic Cleaned Up Accounting to Make Revenue Comparable to OpenAI
Gavin Baker · Why AI Demand Is Outrunning Compute Supply · Aug 31, 2026 · at 3:31
Investor Gavin Baker and a16z general partner David George discuss frontier AI lab competition, financials, and revenue definitions.
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“If you're anthropic, one, I think they probably trued up and cleaned up some accounting. You would, you'd rather do that. So you rebased and now you're comparable to open AI.”
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