{"id":4818,"date":"2026-04-14T10:55:07","date_gmt":"2026-04-14T10:55:07","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/4818\/"},"modified":"2026-04-14T10:55:07","modified_gmt":"2026-04-14T10:55:07","slug":"openai-backers-question-valuation-amid-anthropic-competition","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/4818\/","title":{"rendered":"OpenAI Backers Question Valuation Amid Anthropic Competition"},"content":{"rendered":"

OpenAI\u2019s<\/a> $852 billion valuation is reportedly causing some unease among the startup\u2019s own investors.<\/p>\n

As the Financial Times (FT) reported<\/a> Tuesday (April 14), this growing scrutiny comes amid OpenAI\u2019s new focus on enterprise customers and dealing with competition from rival artificial intelligence (AI) startup Anthropic<\/a>.<\/p>\n

In the past few months, OpenAI has made a series of moves<\/a> to further a new strategy<\/a>, one that involves sustaining ChatGPT\u2019s place as the dominant consumer AI product, while also competing with Anthropic for corporate customers.<\/p>\n

However, some OpenAI investors say these changes could leave the company vulnerable to Anthropic and Google<\/a> as it prepares to go public.<\/p>\n

\u201cYou have ChatGPT, a 1 billion-user business growing 50-100 per cent a year, what are you doing talking about enterprise and code?\u201d one early investor in OpenAI told the FT. \u201cIt\u2019s a deeply unfocused company.\u201d<\/p>\n

The report added that OpenAI leadership remains confident, having already gone through numerous successful pivots. CEO Sam Altman last month landed $122 billion in funding from high-profile investors that included SoftBank<\/a>, Amazon<\/a>\u00a0and Nvidia<\/a>.<\/p>\n

Advertisement: Scroll to Continue<\/p>\n

\u201cThe suggestion that investors are not supportive of our strategy defies the facts,\u201d said Sarah Friar<\/a>, OpenAI\u2019s chief financial officer. \u201cOur\u2009.\u2009.\u2009.\u2009raise, the largest in history<\/a>, was oversubscribed, completed in record time and backed by a broad set of global investors, reflecting strong conviction in both our direction, current business momentum and long-term value.\u201d<\/p>\n

The report also includes a comment from an investor who has backed both OpenAI and Anthripic, who said that to underwrite an investment in OpenAI\u2019s recent round, they would have to assume an IPO valuation<\/a> of at least $1.2 trillion.<\/p>\n

That has become harder to defend considering the cheaper proposition of buying into Anthropic, most recently valued at $380 billion<\/a>, the FT said. The investor added that OpenAI was in danger of being left \u201cin no man\u2019s land.\u201d<\/p>\n

Writing about competition between the various AI platforms last week, PYMNTS CEO Karen Webster argued that this race will be determined more by how user habits are formed<\/a> than by product releases, and by \u201cwhether the platforms understand that they aren\u2019t just competing for users, but for the order in which those users show up at their prompt.\u201d<\/p>\n

\u201cThe consumer who opens ChatGPT before she\u2019s had her coffee isn\u2019t likely to be pulled away by a better feature set alone,\u201d Webster added. \u201cIf she changes her behavior at all, it will be because another model earns a specific role in her routine.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"OpenAI\u2019s $852 billion valuation is reportedly causing some unease among the startup\u2019s own investors. As the Financial Times…\n","protected":false},"author":2,"featured_media":4819,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,53,25,580,523,66,157,310,4472,311],"class_list":["post-4818","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ai","tag-ai","tag-anthropic","tag-artificial-intelligence","tag-chatgpt","tag-enterprise-ai","tag-news","tag-openai","tag-pymnts-news","tag-valuations","tag-whats-hot"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/4818","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=4818"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/4818\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/4819"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=4818"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=4818"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=4818"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}