valuation proxy

Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag | TechCrunch

microsoft clearly had a solid quarter. interesting here is the relative valuation proxy for the 2 frontier labs.

For the year, Microsoft’s OpenAI investment generated a $5 billion gain and added $0.67 on EPS, respectively, the company reported. (Microsoft reported $17.95 EPS for its fiscal year.) Still, it is noteworthy that Microsoft reported nearly as much of a gain on Anthropic in one quarter as it did for the year on OpenAI. In fact, it is so noteworthy that Microsoft disclosed it.