Jim Cramer delivers strong verdict on OpenAI

Oct 9, 2026 2:59 PM

OpenAI didn't lose $20 billion; the market just doesn't know how to count AI money. While Anthropic inflates its figures by counting gross sales, OpenAI uses net revenue, creating a massive discrepancy that triggered a tech selloff. This proves AI valuations are built on inconsistent metrics that mislead even the most seasoned investors. If we can't agree on how to measure success, is the AI boom just a house of cards built on creative accounting? Do you trust these numbers?
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