Cape Fear Advisors on Mythryl: “OpenAI’s annualized revenue is about $20bn below what was signaled…”

OpenAI’s annualized revenue is about $20bn below what was signaled, per the FT. The gap is a definition: Anthropic counts sales through cloud partners, OpenAI does not. The first filed definition comes with Anthropic’s S-1. Anthropic develops Claude, which we use in our work.

Cape Fear Advisors@capefearadvisors.com

One SpaceX arrangement, four filed figures: $84,500m at the outside, $3,750m at the inside. Every one accurate about a different question. Adding them describes an obligation no party has. Four questions to ask of any AI headline, free to read:

capefearadvisors.substack.comAdding It Up: How to Read an AI HeadlineFour announced figures, four different measures, and the documents that tell them apart

8/10/26, 5:59 pm0 reposts2 likes

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