OpenAI 年化收入较此前信号低 200 亿美元,口径差异引发虚高报道
OpenAI annualised revenues $20B less than previously signalled
FT 报道称 OpenAI 年化收入比此前释放的信号低 $20B,原因是其投资者为与 Anthropic 的年化收入做直接对比而试图“做大”该数字。
文章解释了 OpenAI 与 Anthropic 年化收入口径差异,读者可理解融资叙事中的指标对比陷阱。
Gift link: https://giftarticle.ft.com/giftarticle/actions/redeem/f77156...
Apparently they overstated revenue in an attempt to try to provide a direct comparison with Anthropic's reported metrics.
From the article: "According to a person with knowledge of the matter, the discrepancy arose from attempts by OpenAI’s own investors to produce a direct comparison with Anthropic’s annualised revenues. The pair calculate the figure in different ways, with Anthropic including the revenue from sales via cloud partners such as AWS and Google Cloud, while OpenAI does not. Efforts to “gross up” OpenAI’s annualised revenue led to reports that the group’s annualised revenue had hit $40bn in August. The company has since told investors its revenues have grown more than 70 per cent, leading to the $70bn figure"
来源:Hacker News · 首页 · news.ycombinator.com