Lessin: Leaked OpenAI memo targeted Anthropic's ARR math and compute investment
Jessica Lessin · Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds · Apr 17, 2026 · at 27:05
Jessica Lessin describes a leaked OpenAI memo criticizing competitor Anthropic.
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“There was a memo that was leaked from OpenAI, an OpenAI memo that was leaked. I think it was in OpenAI's interest for this memo to be out there. I also think it was written in a way where they wanted it to be out there, where they came after Anthropic. Both for how it calculates ARR and also on this point of having under-invested in compute.”
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