OpenAI, $85B 자금 소진 속에서도 Anthropic과 IPO 경주
openai가 경쟁사 anthropic보다 먼저 상장하는 것을 목표로 비공개로 ipo를 신청했습니다. 이 조치는 공개시장이 막대한 ai 손실을 흡수하도록 압박합니다.
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.