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Value Add Research
- AI & Technology · Sep 18, 2026Dali Rajic: OpenAI's New Chief Revenue Officer
- AI & Technology · Aug 6, 2026Is Anthropic Profitable? $80.7B H1 Loss, $16.8B Q3
- AI & Technology · Jul 31, 2026$74B vs $41B — OpenAI-Anthropic Revenue Dispute
- VC & Investing · Jul 23, 2026Yes, RVI Holds OpenAI — $75M Stake Explained
- AI & Technology · Jul 14, 2026OpenAI Valuation: $852B, Seeking $30B at $1.4T+
- Market & Trends · Jun 14, 2026OpenAI IPO: Early 2027 at the Earliest, $852B Last Valuation
- AI & Technology · Jun 11, 2026How Does Anthropic Make Money? Business Model & 2026 Revenue
- AI & Technology · Jun 11, 20261B Weekly Users — ChatGPT vs Gemini Race (2026)
Latest Pulse
- Sep 12, 2026Altman Confirms OpenAI Won't IPO Until 2027Sam Altman told Fortune an OpenAI IPO in 2026 would be an "ill-advised moment" given AI safety concerns, ruling out a listing this year as the company still targets a $1 trillion valuation.→
- Sep 2, 2026OpenAI and Anthropic Race to List Without Breaking SafetyBoth labs have confidentially filed with the SEC and both spent the past week publicly disclosing safety failures, setting up the hardest question in their prospectuses: how to price a company whose main risk factor is its own product.→
- Aug 27, 2026Anthropic Pitches a $30 Trillion Market, OpenAI SlipsAnthropic is preparing to tell IPO investors its addressable market tops $30 trillion, exceeding SpaceX's record TAM claim, while OpenAI's CFO has told employees a public listing is more likely in 2027 than 2026.→
- Aug 21, 2026Anthropic and OpenAI's Parallel Paths to Going PublicAnthropic and OpenAI both have draft S-1s in motion, but their public postures differ sharply -- Anthropic racing toward a size comparable to SpaceX, OpenAI's CFO explicitly declining to treat the process as a race.→
- Aug 21, 2026Anthropic Eyes IPO Big Enough to Beat SpaceXAnthropic is preparing to file publicly for an IPO it expects to match or exceed SpaceX's record-setting size, with some investors modeling a valuation above $2 trillion.→
- Aug 20, 2026It's Greg Brockman's OpenAI Now, Ahead of an IPOOpenAI co-founder and president Greg Brockman has absorbed ChatGPT's product business, go-to-market, enterprise and compute teams into his own remit, consolidating operating control as the company prepares for a 2027 IPO.→
- Aug 19, 2026OpenAI 'Will Be a Public Company in 2027,' CFO Tells StaffOpenAI CFO Sarah Friar told employees at an all-hands meeting the company will be public by 2027 or sooner, framing the IPO as a fundraising milestone rather than a finish line, while acknowledging Anthropic could go public first.→
- Aug 19, 2026OpenAI CFO Tells Staff: Public Company 'in 2027', Maybe SoonerOpenAI CFO Sarah Friar told an all-hands that the company 'will be a public company in 2027' or sooner if growth keeps inflecting, and said Anthropic listing first is 'no problem' since OpenAI is 'running our own race.'→
- Aug 16, 2026Anthropic's Quarterly Revenue Rockets to $11.5BAnthropic's preliminary Q2 revenue surpassed $11.5 billion, a more than 14-fold jump year over year and roughly 2.4 times its Q1 total, with the company posting positive adjusted operating income for the first time.→
- Aug 14, 2026OpenAI's Enterprise Revenue Just Overtook ConsumerOpenAI CFO Sarah Friar told investors enterprise revenue has surpassed consumer revenue for the first time, two quarters ahead of her own earlier forecast, with annualized revenue now running at roughly $40 billion.→