OpenAI’s revenue chief says Microsoft has “limited our ability” to reach enterprise clients and touts Amazon as the path forward

In an internal memo viewed by CNBC, OpenAI Chief Revenue Officer Denise Dresser told staffers that the company's Microsoft partnership “has limited our ability to meet enterprises where they are,” pointing to Amazon's Bedrock platform as a key growth driver and saying inbound demand since the February Amazon partnership announcement has been “frankly staggering.” Dresser also took direct aim at Anthropic, alleging its $30B revenue run rate is “inflated” by around $8B due to accounting treatment that grosses up revenue share with Amazon and Google, and claiming Anthropic made a “strategic misstep to not acquire enough compute.” Anthropic has said its accounting treatment is consistent with GAAP practices and that it is the principal in transactions where cloud partners act as distribution channels.