According to a leaked internal memo from OpenAI, the company's Chief Revenue Officer, Denis D'Almeida, has outlined a strategic blueprint for the second quarter of 2026. The memo reveals that OpenAI is preparing to counter its competitor Anthropic through technological iterations and ecosystem alliances.
Code Name: Spud - The Next-Generation Reasoning Flagship
The memo disclosed a new AI model codenamed Spud (suspected to be GPT-5o or GPT-5.5). This model is explicitly positioned as the core weapon targeting Anthropic's Claude Mythos.
Blackwell Architecture: It is reported that this model was trained using NVIDIA Blackwell chips.
Performance Breakthrough: Early customer feedback indicates that Spud performs better in complex reasoning, intent recognition, and reliability in production environments.
SuperApp Vision: OpenAI plans to integrate this model into its core products, driving product evolution toward a "SuperApp" form.
Frontier Platform: Defining Enterprise Agent Standards
OpenAI is building a platform called Frontier, aiming to become the default foundation for enterprise autonomous agents.
Computing Power Disruption: Leveraging computing resources to provide higher token limits and lower latency.
Deep Governance: Strengthened system capabilities for orchestrating, controlling, and governing complex workflows and security in real business environments.
D'Almeida expressed a subtle attitude towards the collaboration with Microsoft in the memo, believing that over-reliance on Microsoft limited its ability to reach more customer scenarios.
AWS Bedrock: Since the partnership began in late February, demand for this platform has been extremely high.
Stateful Runtime Environment: The memo emphasized the advantages of Amazon Stateful Runtime Environment, which supports memory and context continuity across interactions, lowering the adoption barrier for regulated industry customers.
Public Relations Campaign: Criticizing Anthropic's "Strategic Mistakes"
The memo included sharp accusations against Anthropic:
Computing Power Bottleneck: D'Almeida stated that Anthropic's failure to secure enough computing power led to customer throttling, which is a major "strategic mistake."
Narrow Positioning: It criticized Anthropic for focusing too much on programming tools in its early stages, which would put it at a disadvantage in platform-based competition.
Questioning Revenue Figures: The memo accused Anthropic of inflating its revenue run rate (approximately $30 billion), citing that it counted portions paid to Amazon and Google as total revenue, which does not conform to the net revenue recognition standards for public companies.
The leak of this memo suggests that by 2026, the focus of global AI competition has shifted from mere "parameter battles" to "enterprise implementation" and "ecosystem infrastructure" competition.
