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TechCheck

OpenAI Memo Touts Amazon Partnership, Criticizes Anthropic 4/13/26

TechCheck

CNBC

Faang, Business, Cnbc, Management, Investing, Disruptors, Tech, Technology

4.566 Ratings

🗓️ 13 April 2026

⏱️ 3 minutes

🧾️ Download transcript

Summary

CNBC’s Kate Rooney reports the latest news regarding OpenAI, including an internal memo praising the company’s partnership with Amazon over Microsoft and criticizing rival Anthropic.

Transcript

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0:00.0

Open AI executives praising the company's partnership with Amazon and this new internal memo over the weekend.

0:05.2

But taking some swipes at Microsoft and Anthropic, our Kate Rooney's been covering that all morning today on today's tech check.

0:11.2

Hey, Kate.

0:12.1

Hey, Carl. So this is all according to an internal memo that we viewed. It was sent out by a top Open AI executive sent to employees on Sunday.

0:19.0

It came from Denise Dresser, the chief revenue officer over there,

0:22.1

who talks up Open AI's new deal with Amazon in a way that, and says it's a way that open

0:26.9

AI could actually win contracts with companies looking to use chat GPT for business, at the same time

0:32.3

downplaying Microsoft. So Dressor is a former CEO of Slack as well. She writes in this, our Microsoft

0:38.2

partnership has been foundational to our success, but she says it is also limited our ability

0:43.8

to meet enterprises where they are. She says for many, that's bedrock. She's referring there

0:48.6

to Amazon's AI offering. And since we announced the deal, she says, in February, that Amazon

0:53.7

deal, she says, inbound demand from our customers for this offering has been, frankly, staggering.

0:59.0

The memo does come, guys, a couple months after Amazon agreed to invest up to $50 billion in OpenAI.

1:04.6

It does also underline efforts.

1:06.4

Recently, we've seen to reduce a reliance on Microsoft from OpenAI,time backer of that company, Microsoft has invested more than $13 billion in this company since 2019.

1:17.5

And Open AI has also been trying at the same time to diversify into more cloud providers.

1:22.1

We've seen evidence with Google and Oracle and then Microsoft, on the other hand, working on its own AI model.

1:27.8

No comment from Microsoft on this, but both companies have said that relationship remains strong.

1:32.0

And finally, Dresser also slams rival Anthropic and the $30 billion revenue run rate this

1:37.4

company put out recently for contacts.

1:39.0

Open AI is closer to $25 billion, according to its latest update.

1:43.2

Dresser does claim that Anthropics run rate is, quote, inflated by around $8 billion.

...

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