=== HEADLINE_SHORT ===
OpenAI Is Now #2 in AI Revenue

=== SHORT_SCRIPT ===
Anthropic just passed OpenAI in revenue for the FIRST TIME. The $852 BILLION company is now running second.

The Wall Street Journal reported April 28th that OpenAI missed its own internal revenue targets multiple times in early 2026. The company is running at $25 billion annualized against a $30 billion full-year goal, while projecting $25 billion in cash burn for 2026 alone. That means nearly everything OpenAI earns gets spent. CFO Sarah Friar reportedly warned executives and board members that the company may not be able to fund compute contracts already signed, and that OpenAI lacks the financial reporting infrastructure public markets require. Sam Altman still wants to IPO in Q4 2026. One WSJ article dropped on a Monday afternoon and wiped 7.7 percent off Oracle, 7.4 percent off CoreWeave, and 10 percent off SoftBank in a single session. All three are betting billions that OpenAI reaches $280 billion in annual revenue by 2030. Right now they are at $25 billion.

The Altman-Friar joint statement called the story ridiculous without disputing a single underlying number. The IPO market will price the gap between where they are and where the model needs them to be. Stay sharp.