# OpenAI内部质疑Anthropic营收：300亿美元ARR实为220亿

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-04-14 04:24
- AIHOT 链接：https://aihot.virxact.com/items/cmnxpbvj8010msl9oqgjbq3pm
- 原文链接：https://x.com/rohanpaul_ai/status/2043787337424089298

## AI 摘要

OpenAI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。

## 正文

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.

That accounting argument does not erase the harder fact that Anthropic is still gaining enterprise traction fast enough that OpenAI felt the need to explain the gap internally.

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officechai .com/ai/anthropic-is-overstating-its-revenue-run-rate-by-8-billion-openai-tells-employees/