Keep pulling the thread on Travis Kalanick.
A fire, a Molotov cocktail, and a bullet were reportedly shot into Sam Altman's house in the past week.
OpenAI's Chief Revenue Officer, Denise Dresser, sent a memo to employees alleging that Anthropic's $30 billion run rate is inflated by $8 billion due to revenue sharing and accounting practices with AI model providers.
OpenAI is pivoting its strategy to focus on winning business customers and the agent platform layer.
ChatGPT's market share is decreasing, despite user growth, due to significant gains by Google's Gemini and Anthropic's Claude.
Meta released its first proprietary large language model last week.
Chamath Palihapitiya predicts OpenAI could achieve a $7 to $9 trillion market capitalization by pursuing consumer and enterprise markets as separate, focused business units.
For the first time, secondary markets have priced Anthropic at a higher valuation than OpenAI.
According to Bloomberg, there are currently no buyers for OpenAI shares at the $850 billion valuation from its most recent funding round.
As of the beginning of Q2, both OpenAI and Anthropic were at an approximate $30 billion revenue run rate.
OpenAI's revenue has been growing at a rate of 3x to 4x per year.
Anthropic's revenue has been growing at a rate of approximately 10x per year.
Brad Gerstner predicted that Anthropic will end the current year with an $80 to $100 billion revenue run rate.