儘管燃燒率達 850 億美元，OpenAI 仍趕超 Anthropic 衝擊 IPO
openai 秘密提交了 ipo 申請，旨在趕在競爭對手 anthropic 之前上市。此舉迫使公開市場在資本稀缺的情況下吸納巨額的 ai 虧損。
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.