The memo, which was viewed by The Verge, repeatedly underlines the importance of building a moat around its AI products, to combat how easy it is for users to switch between whichever model is topping the charts on any given day or week. Dresser, who recently took over much of former COO Brad Lightcap’s duties as he transitions to a new role focused on special projects, also emphasizes the importance of focusing on enterprise clients. It’s part of the company’s recent strategy to avoid focusing on “side quests” and go all in on its biggest revenue drivers. CNBC earlier reported on the memo.

“Multi-product adoption makes us harder to replace,” Dresser wrote, later adding, “We should stop thinking like a company with separate product lines. We should think like a platform company with multiple entry points and one integrated enterprise offering.”

Dresser also addressed the intensifying competition between OpenAI and its longtime rival Anthropic, writing that “the market is as competitive as I have ever seen it” and that though Anthropic’s “coding focus gave them an early wedge,” “you do not want to be a single-product company in a platform war.” The memo also accuses Anthropic of inflating its stated run rate and says it was a “strategic misstep” for the company to not acquire enough compute. Both OpenAI and Anthropic reportedly plan to go public this year.

“Their story is built on fear, restriction, and the idea that a small group of elites should control AI,” Dresser wrote of Anthropic.