The headline should've been "OpenAI annualised revenues $20B less than previously signalled by us". The FT is just reporting high number to create a story, then a low number to create another story.
Sorry Bence I trust the FT journalists to have due diligence w.r.t. what evidence of AR they got from investors (who got it from OpenAI). I completely believe that the company helmed by "not consistently candid" sama bullshits investors about their AR which is the point of this article.
Though I agree with your sentiment that FT is reporting this stuff in a way to stir the pot and create outrage. Speculating about a private company like this is stupid.
No. You should read the article
> based on information that was provided to investors.
It was OpenAI spreading their bullshit annualized revenue.
OpenAI and Anthropic always play this silly game to pretend they are in anyway viable. It is always ARR, "adjusted" revenue, etc. "We are profitable when we pretend we don't have expenses".
Exactly.
Media was mislead by second hand information and misled the public, now they are 'shocked' they reported incorrectly..Still, seems it is still true that their number is not directly comparable to Anthropic's because they calculate it differently, I think that part still stands and is pretty relevant here.