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The competition between OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) doesn’t appear to be cooling off.

In a memo to staff published by The Verge, OpenAI’s chief revenue officer Denise Dresser outlined a number of priorities for the company’s sales org this quarter, saying enterprise AI is “entering a more mature phase,” and that its biggest customers “want a system they can trust and build on.”

The most notable headline to emerge from Dresser’s memo, however, came from the concluding thoughts on the competitive landscape, namely, OpenAI’s biggest competitor, Anthropic.

“Their stated run rate is inflated,” Dresser wrote.

“They use accounting treatment that makes revenue look bigger than it is, including grossing up rev share with Amazon and Google. Our analysis shows that this overstates their run rate by roughly $8 billion (at the current $30 [billion] stated). We report Microsoft revshare net, which is more inline with standards we would be held to as a public company.”

Last week, Anthropic disclosed the $30 billion run rate figure, which signaled its growth rate had roughly tripled since the end of 2025.

Dresser’s memo also criticized Anthropic for telling a story “built on fear, restriction, and the idea that a small group of elites should control AI.”

The memo also said Anthropic made a “strategic misstep” in not acquiring enough compute to meet user needs and that its focus on coding, “gave them an early wedge. But you do not want to be a single-product company in a platform war. As AI spreads beyond developers into every team, workflow, and industry, that narrowness can become a real liability.”

Dresser also said OpenAI’s relationship has been “foundational” to its success, but that it “limited our ability to meet enterprises where they are.”

In February, OpenAI announced an expanded deal with AWS, which included a $50 billion investment from Amazon and an exclusive cloud deal with AWS to distribute OpenAI Frontier, its enterprise platform.