According to monitoring by 1M AI News, the Financial Times interviewed several OpenAI investors, revealing financial details amid the current competitive landscape between the two companies. Anthropic's annual revenue surged from $9 billion at the end of 2025 to $30 billion by the end of March this year, primarily driven by demand for programming tools, seemingly surpassing OpenAI's reported $25 billion in February. However, the two companies use different accounting methods: OpenAI's new Chief Revenue Officer, Denise Dresser, accused Anthropic in an internal memo sent to employees on Sunday of recording distribution revenue from Amazon and Google at full value, which she claimed inflated their revenue by about $8 billion. Anthropic responded that the company is the transaction entity and that cloud partners are merely distribution channels, asserting that full revenue recognition complies with standard accounting principles. Secondary market data reflects a more direct judgment: demand for Anthropic's stock has for the first time exceeded that for OpenAI, with buyers willing to pay a premium above OpenAI's valuation. Roy Luo, a partner at Iconiq Capital, stated bluntly, "In a winner-takes-all scenario between the top two, we made a choice and invested heavily in Anthropic." Iconiq has invested over $1 billion in Anthropic while holding a small stake in OpenAI. Another investor with holdings in both companies noted that to endorse OpenAI's last funding round (valued at $852 billion), one must assume its IPO valuation exceeds $1.2 trillion, while Anthropic's current valuation is only $380 billion, making it comparatively "cheaper." An early supporter of OpenAI described it as a "severely unfocused company," questioning why a consumer business with 1 billion users and an annual growth rate of 50-100% would seek to compete in the enterprise software market. OpenAI's CFO, Sarah Friar, denied claims that the company is losing investor support, stating that the recently completed $122 billion funding round was oversubscribed and set a record. On the infrastructure front, OpenAI disclosed to investors last week that it has secured 8 gigawatts of computing capacity, claiming that Anthropic will not reach this scale until the end of 2027. OpenAI's AI programming tool, Codex, has been designated as the core battleground for the enterprise market, with insiders revealing that its long-term priority may surpass that of ChatGPT. Jai Das, president of Sapphire Ventures, which does not hold stakes in either company, compared OpenAI to "Netscape of the AI era," referring to the internet pioneer that once dominated the browser market but was ultimately surpassed by Microsoft and acquired by AOL.