economy
OpenAI’s $852 billion valuation is under scrutiny from its own investors
Some backers say OpenAI has revised its product roadmap twice in six months and risks losing focus ahead of an IPO expected as early as Q4 2026. OpenAI’s new CRO has accused Anthropic of overstating its $30B run rate by $8B through gross accounting on cloud partner revenue. Both companies say they follow standard accounting practices.
TL;DR
- OpenAI investors express concern over product roadmap changes and potential loss of focus.
- An IPO for OpenAI is anticipated as early as Q4 2026.
- OpenAI's CRO alleges Anthropic overstated its run rate by $8 billion through gross accounting on cloud partner revenue.
- Both OpenAI and Anthropic state they follow standard accounting practices.