Ah the beauty of circular financing. By owning the company who pays me to provide a service, I stand to gain massively by giving them a discount, making them look profitable, and fooling investors in to providing my exit liquidity.
The criticism has been about folks downstream of Anthropic being circularly financed. I haven’t seen credibly claims of Anthropic’s revenue being circular, but if you have a source, by all means.
I don't understand all the wild speculation and question here - openai is selling a shit ton of inference through third parties. these third parties want to provide inference to their customers who use gcp (and don't want to also inference through bedrock or azure ai foundary.
these are all zdr engagements and thus "enterprise" contracts.
basically it boils down to - anthropic already provides inference direct through GCP, Azure, and AWS - so to compete openai is doing the same.
> If you read the news headlines these days, you would be forgiven for thinking that the Western labs are getting spawn-camped by Chinese labs en masse.
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