A leaked memo from OpenAI chief revenue officer Denise Dresser shows the company shifting its enterprise AI focus toward agent platforms, full-stack deployment, and broader distribution, while also critiquing Anthropic’s product and revenue claims.

OpenAI CRO Denise Dresser sent a four-page internal memo accusing Anthropic of inflating its annualized recurring revenue by roughly $8 billion via gross revenue recognition, putting its comparable ARR at $22B vs OpenAI's $25B.