Dispatch
OpenAI CRO Memo: Microsoft 'Limited Our Ability,' Touts Amazon Alliance, Claims Anthropic Inflates Revenue by $8B
OpenAI CRO Denise Dresser sent a four-page memo to employees on Sunday revealing deepening friction with Microsoft and a strategic pivot toward Amazon. Dresser wrote that the Microsoft partnership 'has also limited our ability to meet enterprises where they are' and reported 'staggering' inbound demand since the $50B Amazon/Bedrock partnership announced in February. The memo also accuses Anthropic of inflating its $30B run-rate by ~$8B through gross revenue accounting of cloud-partner sales, and characterizes Anthropic's strategy as built on 'fear, restriction, and the idea that a small group of elites should control AI.'
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