OpenAI's reported Q3 growth would be a sharp re-acceleration after it slowed to roughly 18% quarter-on-quarter in Q2. Listen
Rory O'Driscoll said OpenAI grew 18% quarter-on-quarter from Q1 to Q2, implying just under 100% annual growth. Over the same period Anthropic was growing about 10x, and in Q2 Anthropic's GAAP revenue ($11B) exceeded OpenAI's ($6.8B) for the first time. A 70% (or even 60%) Q3 figure, if accurate, would restore OpenAI's narrative, which he said matters given its forward commitments on compute, data centres and land. He said the open question is whether that growth came at Anthropic's expense.
“the gap wherever you grow from Q1 to Q2 was 18 % quarter on quarter. And you did that math and it was that implied, you know, just under 100 % year on year growth rate, which was massive deceleration Anthropic was still going 10x”
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