OpenAI touts Amazon alliance in leaked memo, flags limits of Microsoft deal
Follow UsIn a memo, OpenAI chief revenue officer, Denise Dresser, described the Amazon partnership as a key driver for its enterprise business.
She also acknowledged that OpenAI's partnership with Microsoft has created certain limitations.
Dresser also encouraged employees to stay focused despite growing competition in the industry.
OpenAI’s newly appointed chief revenue officer, Denise Dresser, has highlighted the company’s partnership with Amazon as a key way for expanding its enterprise business, while also acknowledging that its long-standing relationship with Microsoft has created certain limitations.
SurveyIn a memo sent to employees on Sunday and viewed by CNBC, Dresser described the Amazon partnership as a key driver for its enterprise business. The memo comes less than two months after Amazon announced plans to invest up to $50 billion in OpenAI as part of a broader strategic collaboration.
Microsoft has been one of OpenAI’s most important backers, investing more than $13 billion in the AI company since 2019. However, Dresser suggested that the partnership has made it harder for OpenAI to serve enterprise customers that rely on Amazon’s cloud ecosystem.
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‘Our Microsoft partnership has been foundational to our success. But it has also limited our ability to meet enterprises where they are — for many that’s Bedrock,’ Dresser wrote. ‘Since we announced the partnership at the end of February, inbound demand from our customers for this offering has been frankly staggering.’
Dresser also used the memo to criticise Anthropic’s strategy and financial reporting. ‘They use accounting treatment that makes revenue look bigger than it is, including grossing up rev share with Amazon and Google,’ she wrote. ‘We report Microsoft rev share net, which is more inline with standards we would be held to as a public company.’
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Anthropic recently said its run-rate revenue has crossed $30 billion, up from about $9 billion at the end of last year. But Dresser claimed the figure may be ‘inflated’ by around $8 billion.
In the memo, Dresser also encouraged employees to stay focused despite growing competition in the industry. She wrote that the market can be ‘noisy, volatile and distracting at times,’urging teams to focus on spending time with customers.
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