OpenAI、850億ドルの資金焼却率にもかかわらずAnthropicとIPOレースを展開
OpenAIが非公開でIPOを申請し、ライバルのAnthropicに先駆けて上場することを目指す。この動きは、莫大なAI損失を公開市場が吸収するよう圧力をかけるものとなる。
openai filed a draft registration statement with the sec, racing anthropic to public markets before spacex potentially absorbs available capital. the filing follows a $122 billion raise and comes despite openai missing user targets and projecting an $85 billion burn rate for 2028. cfo sarah friar cited concerns over supporting massive data center spending, with positive cash flow not expected until 2030. anthropic recently surged to a $1 trillion valuation on secondary markets, setting a high comp that could constrain openai's pricing.