OpenAI annualized revenue about $20 billion less than previously signaled: Source

a source confirming that the FT report that you mentioned that moved markets, we did confirm that there is a potential discrepancy in OpenAI's revenue numbers versus what had been widely reported. I did speak to somebody who confirmed OpenAI is now reporting $50 billion in annualized revenue. So that's about $20 billion lower than what had been out there. I had heard it was around 68 billion. Some had said 70 billion. That number from what we're hearing now included gross revenue from cloud partners which is something that Anthropic from what I'm hearing also does include this new number $50 billion figure does strip out the partner revenue so investors see it as a cleaner number from people that I'm talking to and the way they're describing it. Many are also doing the same for Anthropic as they really try to compare apples to apples. The updated numbers, Brian, they're not necessarily a drastic change or a drop, but it is a very different way of accounting, and it is part of an ongoing fund raise. From what I'm hearing, sources telling me, OpenAI is looking to raise around $30 billion. This would be at a $1.4 trillion valuation. From what I'm hearing, that round is gaining some momentum. The new figures are being shared with investors as part of that process. So, they were in a pitch deck. No comment from OpenAI on this, but the initial headline, as you mentioned, Brian, did very much move