Rohan Paul@rohanpaul_ai · XOpenAI内部消息称，Anthropic宣称的300亿美元年经常性收入（ARR）在扣除云合作伙伴分成后实际约为220亿美元。争议焦点在于收入确认方式：Anthropic采用总额法将云服务商分成计入总收入，而OpenAI对与微软相关的销售采用净额法记账。两种方法均符合美国通用会计准则，但造成80亿美元的账面差异。尽管存在会计口径争议，Anthropic在企业市场的快速渗透仍是OpenAI需要正视的竞争现实。
OpenAI just told staff that Anthropic's headline $30B run rate likely falls to about $22B once cloud partners' share is removed.
The fight is about gross vs net revenue， which decides whether a company counts only its own share of a sale or the full invoice before Amazon， Google， or Microsoft take their cut.
Both methods can fit US GAAP accounting principles， but they produce very different top-line numbers for economically similar deals.
A run rate （ARR） is just a snapshot that annualizes recent sales， so small accounting choices can make two companies with similar demand look very different on paper.
OpenAI says Anthropic books partner sales on a gross basis， while OpenAI books Microsoft-linked sales on a net basis， which is why the $8B over-statement.