# OpenAI Misses Targets as Anthropic Hits $965 Billion

Page: https://stenobird.com/podcast/good-revenue-6621493/openai-misses-targets-as-anthropic-hits-965-billion
Text version: https://stenobird.com/podcast/good-revenue-6621493/openai-misses-targets-as-anthropic-hits-965-billion.md
Podcast: [Good Revenue News](https://stenobird.com/podcast/good-revenue-6621493)
Published: 2026-05-29T17:00:00+00:00
Episode link: https://shows.acast.com/good-revenue/episodes/anthropics-destroying-openai-will-investors-care
Audio file: https://sphinx.acast.com/p/open/s/64c1fb4a8e16bd00116ffd75/e/6a192630029c20a5f62c0137/media.mp3
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Duration seconds: 1031

## Resource

Anthropic just hit a $965B valuation and is now worth more than OpenAI. How did they get here so fast, and what does it mean for OpenAI's IPO? In this episode, we break down Anthropic's $65B Series H led by Sequoia, Altimeter, and Greenoaks, the Opus 4.8 model launch, and why Andrej Karpathy leaving for Anthropic matters. We also dig into OpenAI's IPO dilemma, their $25B revenue run rate versus Anthropic's $47B, missed user targets, and Sam Altman's surprising reversal on AI-driven job loss. CHAPTERS 00:00 Anthropic overtakes OpenAI in valuation 01:05 Capital efficiency and total fundraising compared 02:04 Anthropic revenue run rate hits $47B 03:00 Claude Code, Mythos preview, and the Discord hack 05:35 Andrej Karpathy joins Anthropic 06:30 Opus 4.8 features, effort control, and sub-agents 08:20 Benchmarks and third-party accuracy concerns 09:35 Carnegie Mellon sleep study and model performance 10:35 OpenAI's IPO dilemma and CFO tensions 12:30 OpenAI misses user targets and revenue lags 14:33 Sam Altman walks back the jobs apocalypse IF YOU LIKED THIS, WATCH: → Mythos Hacked by a Guess https://youtu.be/t-POODHfeZQ → Mythos is Too Powerful to Release: https://youtu.be/ai_oGfsNa2g → Pope Leo Comes for AI & Tech Despots: https://youtu.be/8HvB90SK-Fs SOURCES & FURTHER READING AI Model Releases and Product Updates Anthropic Series H Explained What It Means for the Future of AI Scaling: https://www.anthropic.com/news/series-h   Claude Opus 4.8 Capabilities Breakthrough Performance Benchmarks and Use Cases: https://www.anthropic.com/news/claude-opus-4-8   Claude Code Dynamic Workflows New Automation Features for Developers: https://claude.com/blog/introducing-dynamic-workflows-in-claude-code   New AI Research Paper Insights Into Next Generation Model Ar…

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