OPENAI SLAMS ANTHROPIC IN MEMO TO SHAREHOLDERS AS ITS LEADING AI RIVAL GAINS MOMENTUM

Summary from the TLDR newsletter

OpenAI plans to have 30 gigawatts of compute by 2030. Anthropic is expected to have roughly seven to eight gigawatts by the end of 2027. OpenAI recently sent a memo to investors saying that Anthropic was operating on a meaningfully smaller curve, characterizing the company as compute-constrained. Both Anthropic and OpenAI are gearing up for IPOs, potentially this year. They have to convince investors that they have sustainable business models that can withstand the pressure of going up against cash-rich rivals.