OpenAI's leaked memo says new "Spud" model will make all its products "significantly better"

THE DECODER / 4/14/2026

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Key Points

An internal OpenAI memo reportedly outlines five enterprise-focused strategic priorities, including a new codename “Spud” model meant to improve all of OpenAI’s products significantly.
The memo emphasizes a platform strategy aimed at AI agents, suggesting OpenAI wants to move beyond models alone toward agent-oriented infrastructure.
It reportedly includes a direct allegation that Anthropic is overstating revenue by $8B, highlighting intensifying competitive scrutiny in the AI enterprise market.
The leaked document frames these moves as part of a coherent enterprise business plan, indicating near-term product and platform direction rather than purely research goals.

An internal OpenAI memo lays out five strategic priorities for the enterprise business - including a new model codenamed "Spud," a platform play for AI agents, and the blunt accusation that Anthropic is overstating its revenue by 8 billion dollars.

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