Anthropic收入激增 vs OpenAI

大家都说AI会毁掉App Store，结果现在完全相反，事情正在朝另一个方向发展。

Everyone said AI was going to kill the App Store, but it turns out the exact opposite is currently happening.

今年应用上线数量同比涨了60%，四月份到现在更是翻了一倍多。

App launches are up 60% year over year and over a 100% so far in April.

咱们来聊聊为啥会这样——提前剧透一下，原因就是AI。

So we're gonna break down why, and spoiler alert, it is because of AI.

OpenAI下个周日，4月27号，就要关停Sora了，而Sora的产品负责人、首席产品官和企业CTO，全都在同一天辞职走了。

OpenAI is shutting down Sora next Sunday, April 27, and the head of Sora, the product chief, and the enterprise CTO all walked out the door on the exact same day.

OpenAI内部肯定出事了，我想说说这事。

Something is happening inside of OpenAI, and I wanna talk about it.

接下来，AI芯片公司Cerebras刚提交了IPO申请。

The next thing is that Cerebras, the AI chip company, just filed for an IPO.

估值230亿美元，跟OpenAI签了100亿美元的订单，还跟AWS达成了新合作。

$23,000,000,000 valuation and a $10,000,000,000 deal with OpenAI and a new agreement with AWS.

他们CEO直接放话，说自家的推理业务抢走了OpenAI原来给英伟达的单子。

The CEO is openly saying they took the fastest inference business at OpenAI away from NVIDIA.

这说法可真不小啊。

This is quite a big claim.

接下来，斯坦福的新AI指数刚发布，中美顶尖模型的性能差距已经缩小到美国仅领先2.7%。

The next thing is that Stanford's new AI index just dropped, and the performance gap between the best US and Chinese models has collapsed to a 2.7% lead in favor of The United States.

同一份报告还显示，AI代理在真实电脑任务中的成功率，一年内从12%飙升到了66%。

Also in this same report, AI agents jumped from 12% success on real computer tasks to 66% in one year.

接下来咱们就细聊这些，说实话，我看到的东西真不少。

So we're gonna get into all of that, and personally, I'm seeing a lot there.

我还想说另一件事：Anthropic的年收入刚超过OpenAI，达到300亿美元，而OpenAI是250亿，关键是，他们用的算力少得多。

The other story that I wanna talk about is that Anthropic just passed OpenAI in revenue, $30,000,000,000 in annualized versus 25,000,000,000 for OpenAI, and they did it while training their models with way less compute.

一旦你开始看这些图表，这可能是我最近见过最离谱的事了。

This is probably the most insane thing I've seen in a long time once you start looking at these charts.

如果你一直在琢磨怎么真正用AI来干活，不只是跟模型闲聊，而是搞点小自动化省时间，推荐你试试我自己的创业项目——AI Box dot AI。

And if you've been trying to figure out how to actually use AI for your work, not just chatting with one model, but actually building little automations to save you time, check out my own startup, AI Box dot AI.

这工具我自己天天都在用。

It's a tool I have personally used a ton.

你在一个账户里就能访问80多个AI模型。

You get access to something like over 80 plus AI models inside one account.

如果你已经在分别付费使用ChatGPT、Claude或Gemini，那在AI Box上把它们全打包起来，每月只要8.99美元。

So if you're already paying for ChadGPT or Claude or Gemini separately, then you stack them all together and get it for $8.99 a month over on AI Box.

这样你就能省下所有这些订阅费了。

You can save all of those subscriptions.

我最喜欢的部分是我们有个自动化构建器。

The part that I love is that we have an automation builder.

你只要用大白话描述你想干嘛，我们的AI构建器就会自动把不同的模型、提示词连起来，帮你把工具和自动化流程搭好。

You literally describe what you want in plain English, and our AI builder will link the other different AI models, input prompts, and build the tool, the automation, for you.

你可以去aibox.ai看看。

You can go check it out at aibox.ai.

简介里有链接。

There's a link in the description.

过去这一年，一直有个说法，说AI聊天机器人和智能代理会干掉各种App。

So there's been this whole narrative for the last year that AI chatbots and agents were going to kill apps.

你明明可以直接问Claude天气，干嘛还要专门打开天气App？有AI助手能帮你追踪健身，又何必下载个健身追踪器呢？

Why would you, you know, wanna open a weather app when you can just ask Claude, or why would you download a fitness tracker when an AI assistant can handle it?

你肯定听过Nothing家的Karl Perry说过这番话。

So you've heard this take from Karl Perry over at Nothing.

Johnny Ive跟OpenAI搞AI硬件的时候也这么讲过，还有无数写技术博客的作者，只要开了Substack，都这么说。

You've heard this from Johnny Ive working with OpenAI on whatever AI hardware thing they're building and basically every other tech writer with a substack.

可我看到这些说法之后，真没想到事情会是这样。

So it's was pretty shocking to me after seeing all of this.

App Figures刚发布了最新数据，结果完全相反。

App figures just put out new numbers, and it is the exact opposite.

2026年，全球在苹果App Store和谷歌Play商店上新发布的App，同比增加了60%。

Worldwide app releases in 2026 are up 60% year over year across both Apple's App Store and Google Play.

尤其是iOS平台，增幅高达80%。

And on iOS specifically, it's up 80%.

就拿今年四月来说，到目前为止，新上架的App数量比去年同期暴涨了104%。

In April so far, the month that we're in, total app releases are up a 104% compared to the same window last year.

苹果的格雷格·乔斯维亚克说得特别到位。

Apple's Greg Josswiak put it really well.

他说，关于苹果商店即将消亡的传言，简直被夸大得离谱。

He said the rumors of Apple Store's death have been greatly exaggerated.

而且，生产力类应用现在稳居前五名。

And, basically, productivity apps are the top five categories.

首次有工具类应用冲到了第二名。

For the first time, utility jumped to number two.

我个人觉得，现在正在发生的就是这么回事。

This is what I think personally is happening.

我觉得‘氛围编程’真的奏效了。

I think vibe coding is working.

ClaudeCode、Replit 这些工具变得太强大了，没编程背景的人也能靠点子做出应用上线了。

Clog ClaudeCode, Replit, all of these tools have gotten so good that people with ideas and no engineering background are shipping apps.

现在我觉得，这简直就是淘金热，而苹果应用商店正因此大获其利。

Right now, I believe it truly is the gold rush, and the App Store is basically benefiting in a huge way.

对了，如果你感兴趣，想学怎么把自己的生意做起来、扩大规模，还想了解我是怎么用 vibe coding 的，我专门开了个叫‘AI搞钱学院’的社群。

And by the way, if you want to, learn how to grow and scale your own business and take courses and learn how I personally am vibe coding, I actually have a school community called the AI hustle school community.

简介里有链接。

There's a link in the description.

我们在里面聊的都是怎么用 AI 把生意做大，怎么 vibe coding，怎么把东西推出来。

We talk about, everything that we're doing with AI to grow and scale our businesses, how we're vibe coding, how we're putting stuff out there.

你去瞅一眼吧。

You go check it out.

行了。

Okay.

接下来我想聊聊 OpenAI 和 Sora。

The next thing I wanna talk about is OpenAI and Sora.

现在 OpenAI 有个大新闻。

There's actually a huge story about OpenAI right now.

简单说，他们要停掉 Sora 了。

Basically, they are discontinuing Sora.

我们之前聊过很多次了，但这个应用正式停运日期是4月26号。

We've talked about this a ton, but the app officially closes on April 26.

也就是我录这期内容的六天后。

So six days from me recording this.

API接口则会在九月关闭。

And the API follows in September.

说白了，这就是他们做的那个文字生成视频的产品。

So, basically, this is their text to video product.

去年上线的时候铺天盖地地宣传，用户一度冲到百万级别，但很快跌到五十万以下，而他们每天烧掉的算力成本，根据不同的报道，介于一百万到五千万美元之间。

They launched this with a massive amount of hype last year, and it peaked at around a million users, then it collapsed under 500,000 while they were burning somewhere between a million and $50,000,000 a day in compute depending on which report you believe.

我看过一些关于这项目成本的报道，简直吓人。

I've seen some eye watering reports on the costs of this.

不管怎么说，这事儿根本没法持续下去。

Either way, it was not sustainable.

就在关停时间敲定的同一天，OpenAI还丢了三位核心高管。

Then on basically the same day, the shutdown timeline locked in, OpenAI lost three of their major executives.

所以他们失去了产品负责人凯文·怀尔。

So they lost their product chief, Kevin Whale.

连Sora项目的负责人比尔·皮布尔斯，还有企业CTO也都走了。

They lost Sora head, Bill Peebles, and their enterprise CTO, also was going.

这情况可真不妙。

So this wasn't fantastic.

一天之内，三个核心高管同时离职。

They had three exits in the same twenty four hours.

我觉得现在OpenAI正在做一次彻底的转向。

What I think is happening right now is that OpenAI is making a very hard pivot.

他们这是要彻底甩掉那些不相干的项目。

They're calling you know, they're they're basically getting off of these side quests.

现在专心搞编程和企业市场，这倒是很明智。

They're focusing on coding and enterprise, which makes a lot of sense.

现在Anthropic在这块儿已经把他们甩开好几条街了。

That's where Anthropic is absolutely eating their lunch right now.

我们待会儿深挖的时候再细说，但砍掉Sora这个决定，我觉得是个非常明确的信号。

We're gonna get into this on the deep dive later on, but killing Sora, I think, is a really good signal in this direction.

原因在于，Anthropic第一次在年经常性收入增速上正式超过了OpenAI，这我真没料到——毕竟他们融资更少，用户也少得多。

And the reason why is because Anthropic, the first time, which I'll talk about later, has officially passed OpenAI in annual recurring revenue run rate, and that is something I did not see coming from a lab that has raised less and, you know, I mean, basically, has way less users.

明白了。

Okay.

接下来一件事是，Cerebras刚提交了上市申请。

The next thing, though, is that Cerebras has just filed to go public.

就是这家做AI芯片的公司。

This is the AI chip company.

他们总部在森尼韦尔，主打自己是训练和推理速度最快的硬件。

They're based in Sunnyvale, and they're basically they're pitching themselves as the fastest hardware for training and inference.

这可是真正在跟英伟达正面硬刚，而且抢的就是英伟达目前完全垄断的那块市场。

This is basically an actual competitor to NVIDIA, and I think on the part of the market that NVIDIA currently owns completely, they're, you know, competing with them directly.

顺带提一句，他们2024年就试过上市，结果因为阿布扎比G42的投资被联邦审查，被迫撤了。

So as a bit of a background, they tried to IPO back in 2024, and they had to pull up because of a federal review over an investment from g forty two in Abu Dhabi.

他们去年又搞了11亿美元的G轮融资，今年二月再融了10亿美元，估值高达230亿美元。

They came back with a, you know, $1,100,000,000 series g last year, and then they did another, billion in a series h in February at a $23,000,000,000 valuation.

2025年他们营收达到5.1亿美元，净利润约2.37亿美元。

They did 510,000,000 in revenue in 2025, and they had a net income of about $237,000,000.

虽然这个数字里可能包含一些一次性收益，但已经非常惊人了，他们计划五月中期上市。

So although that number has, I think, some, you know, onetime items in it, it's still pretty impressive, and they're shooting for mid May for their IPO.

我觉得最厉害的是，他们跟AWS签了协议，要把芯片放进亚马逊的数据中心，还跟OpenAI签了笔据说超过100亿美元的合同。

So the thing that I think was the most impressive in all of this, they've announced a deal with AWS to put these chips inside of Amazon data centers, and they have a deal with OpenAI that's reportedly worth more than $10,000,000,000.

他们的CEO安德鲁·费尔德曼公开说：‘NVIDIA不想失去OpenAI的高速推理业务，结果我们给抢过来了。’

Their CEO, Andrew Feldman, went on record saying, quote, NVIDIA didn't want to lose the fast inference business at OpenAI, and we took that from them.

我觉得这话说得够大胆的。

So I think this is a big claim.

对吧？

Right?

他们明摆着就是在从NVIDIA手里抢生意。

They're they're saying they're they're basically stealing business from NVIDIA.

多年来，OpenAI 的计算策略一直是 AI 领域对英伟达依赖最深的故事。

OpenAI's compute strategy has basically been the single most NVIDIA dependent story in AI for years.

只要他们的一点推理负载转到 Cerebras，我觉得那就是英伟达在前沿领域垄断地位的第一个真正裂口。

If even a slice of their inference workload is moving to Cerebras, I think that is, you know, the first real crack in NVIDIA's monopoly at the frontier.

这些公司的上市定价走势绝对值得关注。

Definitely worth watching where these IPO prices go.

我对这件事特别兴奋。

I'm excited about this.

斯坦福刚发布了新的 AI 指数，里面有两项数据我想特别提一下。

Stanford's new AI index is out, and there are two numbers in it that I wanna call out specifically.

首先是中美顶级 AI 模型之间的性能差距。

First, there's a performance gap between the best American and Chinese AI models.

到 2023 年 5 月，这个差距已经缩小到 2.7% 了，具体看哪个评测基准吧。

It is now 2.7% back in May 2023, depending on what benchmark you looked at.

那时候差距还在 17 到 32 个百分点之间。

The gap was somewhere between seventeen and thirty two points.

而中国做这些事，花的钱可少多了。

And China is doing this in you know, for way less money.

去年美国私营AI领域的投资大约是2860亿美元。

US private AI investments was about $286,000,000,000 last year.

中国那边大概只有1240亿，差不多少了23倍。

In China, it was about $124,000,000,000, rougher roughly, you know, 23 times less.

他们的顶尖模型，性能只差不到三个百分点。

And their top model is under three points behind.

这简直太惊人了。

So that is pretty insane.

第二点我想说的是，AI代理在真实电脑任务中的成功率，一年前才12%，现在直接飙到66%了。

The second thing I wanna cover is that AI agents went from about 12% success on real computer tasks a year ago to 66% now.

也就是说，AI代理现在真能自己操作软件了。

So this is agents actually navigating software.

比如自己填表、点按钮这些事儿。

You know, they're clicking through forms.

它们在提取数据。

They're pulling data.

它们能在真实系统里完成多步骤的任务。

They're finishing multistep jobs in real systems.

66%肯定还不足以让AI完全放手去做那些重要的事，但用来给它分配一个很窄的、边界清晰的任务，再检查它的成果，确保它干得更快，那就绰绰有余了。

You know, 66% is definitely not good enough to let something completely loose unsupervised on anything that really matters, but it's good enough for giving an agent a really narrow bounded job and checking its work, making sure that it's getting stuff done faster.

你可以扩大规模，让一堆这样的AI替你干活，比你自己一个人强多了。

You can scale it up and having, you know, more of these doing things than yourself.

如果你最近几个月还没试过给AI分配一个实际任务，我强烈建议你这周再试一次。

If you haven't tried giving an agent a real job in the last couple months, I would definitely try again this week.

感觉我们真的往前跃进了一大步。

It feels like we've moved forward a ton.

我在节目里一直聊这个话题。

I've been talking about it a lot on the show.

说真的，现在我旁边就挂着个屏幕，正在跑Claude Cowork。

I mean, as we're speaking, I have a monitor off to my side that's running Claude Cowork.

它在帮我搭建数据库，迁移数据，把项目需要的资料都导入进去。

It is setting up databases, migrating stuff, importing data for projects I'm working on.

其实这个66%的数据是斯坦福那边说的。

And it's honestly these numbers were Stanford saying like 66%.

我对这个模型具体咋回事，还有时间线，特别好奇。

I'm curious of the model and I'm curious of the time frame on this.

我现在有85%的任务它都能彻底搞定。

I'm getting like 85% of tasks completed completely.

有些任务它还是卡壳，但像建网站、抓数据、解析信息、整理东西这些，简直太牛了。

Some tasks it just struggles with, but like the tasks that I know, you know, building websites, gathering data, parsing data, sorting stuff, it is just insanely impressive.

所以我觉得，现在每个人都该去试试看。

So, you know, I think this is basically something that everyone should be trying right now.

明白了。

Okay.

让我震惊到不行的是，Anthropic的年收入已经超过OpenAI了。

Something that shocked me, absolutely shocked me, is that Anthropic has just passed OpenAI in annualized revenue.

Anthropic的年营收已经达到了300亿美元。

The run rate is $30,000,000,000 at Anthropic.

而OpenAI那边大概是250亿美元左右。

That's about $25,000,000,000 over at OpenAI.

所以这两家公司一比，Anthropic整整多出了50亿。

So the comparison between these two companies I mean, Anthropic's up 5,000,000,000.

为了让大家更清楚，我觉得这事得从几个方面来看。

And for full context, because I think this is there's a couple different pieces to this.

首先是增长曲线。

First is the growth curve.

Anthropic在2025年的时候，年营收大概还是90亿美元。

Anthropic was at roughly $9,000,000,000 in annualized revenue at the 2025.

也就是说，就在去年12月的时候。

So, you know, just in December.

他们到今年3月初就冲到了200亿，4月初直接干到了300亿。

They hit $20,000,000,000 in early March and $30,000,000,000 in early April.

所以从三月到四月，收入从二百亿涨到三百亿美元。

So March to April, twenty to thirty billion dollars.

一下子猛增了十亿美元。

That's a $10,000,000,000 jump.

走到这一步可花了好几年。

It's taken years to get here.

他们2020年12月的时候，年收入才九百亿左右。

They were at $9,000,000,000 in '20 at the you know, in December.

从去年12月到现在，直接从九百亿干到了三千亿。

So since December till now, we go from 9,000,000,000 to 30,000,000,000.

老天，这简直太吓人了。

Guys, this is this is mind boggling.

这太疯狂了。

This is insane.

这绝对是史上最强的增长势头了。

This is the the, you know, the absolute greatest run ever.

说实话，我一点都不惊讶。

And, you know, to be honest, I'm not shocked.

我已经彻底不用ChatGPT了。

I use I've completely stopped using ChatGPT.

现在我所有事情都用Anthropic。

I use Anthropic for absolutely everything right now.

我最近跟老婆聊到这个，关于ChatGPT，确实能跟它聊天，

And the thing that I was recently talking to my wife about with this is, you know, with ChatGPT, sure, you can chat with it.

挺不错的，

It's great.

但也就那样吧，

Whatever.

Anthropic是真的在替我做事。

But Anthropic is literally doing things for me.

就说现在，我侧边栏里有好几个智能代理，正在帮我收集数据、建网站、做报告，干的都是没API能调用的活。

Like, as we speak, I have agents on my, you know, side panel that are gathering data, building out websites, doing reports, doing things that there is no API for.

它们会帮我抓取网站信息，收集数据。

They scrape websites for me and gather information.

还帮我整理这些简报。

They help me put together these briefs.

天啊，现在发生的事也太多了吧。

Like, so much is happening.

这可不是那种我以前在ChatGPT上用的、能反复调用的自定义GPT，我每天早上六点都有自动任务。

And it's not like, you know, Oh, there's like a little custom GPT that I can go to and use over and over again like I was doing at OpenAI on ChatGPT, I have scheduled tasks every day at 6AM.

我设了定时任务。

I have a scheduled task.

每天一睁眼，它就自动登录我所有播客分发平台，把那些没API的数据都扒下来，上传到表格，再推到Claude Code帮我搭的仪表盘里，我能看到以前根本看不到的数据。

Get up, log in to all of my podcast distribution platforms, gather all of the data that there's no no API for, upload it to a spreadsheet, upload it into upload it into, like, a dashboard that Claude Code built for me, and I get to see data I've never been able to see before.

简直太神奇了。

It's incredible.

它帮我省了太多时间了，这种事儿我自己压根儿不会去干。

It saves me I mean, it's just something I would never do, so I'm saving so much time.

简直太厉害了。

It's just amazing.

对吧？

Right?

行吧。

Okay.

好了，咱们说点别的。

So enough enough from beyond that.

嗯，好的。

Okay.

接下来我想聊聊客户的构成。

The next thing I wanna talk about is the customer mix specifically.

Anthropic 大约 80% 的收入都来自企业客户。

About 80% of Anthropic's revenue comes from business customers.

而 OpenAI 的用户则更多是普通消费者。

OpenAI is much more consumer heavy.

他们家ChatGPT每周还有九亿多活跃用户。

They still have 900,000,000 plus weekly active users on ChatGPT.

这可是个巨大的护城河啊，关键是这么多人在用ChatGPT。

This is, you know, this is a massive moat but just the fact that so many people are using ChatGPT.

但我觉得真正在赚钱的是企业市场，而这块儿Anthropic现在完全拿捏住了。

But I think the enterprise side is where the actual dollars are, and that's the side that Anthropic absolutely owns right now.

今年二月，就有五百多家企业客户每年在Claude上花超过一百万美元。

Back in February, they had over 500 customers each spending more than $1,000,000 a year on Claude.

到了四月，这个数字已经超过了一千家。

By April, that number is over 1,000.

短短两个月就翻了一倍。

It doubled in about two months.

还有一件事我觉得被严重低估了——Anthropic训练模型花的钱只有OpenAI的四分之一左右。

The other thing that I think is really underrated is that Anthropic is doing this while spending roughly four times less on training than OpenAI.

这简直太离谱了。

That is insane.

他们用更小的训练量赚了更多的钱。

They're making more money with smaller training runs.

如果这种情况持续下去，Anthropic 的单位经济效益明显比其他前沿公司强多了。

And if that holds, basically, the unit economics on the Anthropic side look way better than for anyone else on the frontier.

我觉得，投资者接下来会一直盯着这一点不放。

And I think, basically, that's what investors are going to keep pulling on.

对吧？

Right?

而且除了这些，你再看看 Anthropic 现在签的那些算力合约。

And then in addition to all of that, you can look at all of the compute deals that Anthropic has going on right now.

对吧？

Right?

他们跟谷歌、博通签了，总共能拿到 35 亿瓦的下一代 TPU 算力，2027 年开始供货。

They have Google, Broadcom, about about 3.5 gigawatts of next gen TPU capacity, and that starts in 2027.

再加上他们已经锁定的约 10 亿瓦谷歌算力，2026 年就能用上，现在又多了 35 亿瓦。

And on top of the roughly one gigawatt of Google compute they already have lined up for 2026, they have 3.5 gigawatts.

这可以说是迄今为止公开的最大规模AI基础设施投入之一了。

This is, you know, one of the largest publicly announced AI infrastructure commitments ever for scale.

差不多相当于三座以上核反应堆的发电量，全用来跑Claude。

That's roughly the output of three plus nuclear reactors dedicated to running Claude.

那这到底意味着什么？

So what does this actually mean?

我觉得，这一切里最让人感兴趣的就在这儿。

This is what I think is the most interesting with all of this.

一年前，AI圈普遍觉得OpenAI的领先优势根本没法超越。

A year ago, you know, the working assumption in AI was that OpenAI had basically this insurmountable lead.

他们有品牌影响力。

They had the brand.

还有算力，用户规模，这些全都有。

They had the compute you know, the consumer scale.

就说现在吧，九亿周活跃用户，简直让人难以想象。

I mean, even today, 900,000,000 weekly active users is mind boggling.

你知道，他们还有微软的合作，渠道资源也一大堆，但现在这个假设已经不成立了。

You know, they had the Microsoft partnership as well and a lot of distribution, and that assumption now is broken.

你就看看微软就知道了。

I mean, just look at Microsoft.

Anthropic 已经深度嵌入微软的所有产品，Claude 现在内置在每一个里面，我身边好多人天天都在用。

Anthropic has gotten in there with all of the Microsoft products and has Claude running inside all of them, and I hear people using that all the time.

我觉得，拥有最强的编程模型、成为企业默认选择，这比当消费者的默认选择值钱多了——至少现在是企业真金白银在为 AI 买单。

It also turns out, I think, having the best coding model and being the kind of enterprise default is way more valuable than being the consumer default, at least while enterprises are the ones actually paying, you know, full freight for AI.

我自己每个月花 200 美元买 Cloud Code，以前真没为 OpenAI 花过这么多，因为觉得不值。

Personally, I'm paying $200 a month for Cloud Code, and I never really paid that for OpenAI because I didn't get the value out of it.

现在呢，我感觉我每个月从 Cloud Code 里赚回的价值至少三万美金，要是请人帮我干我这些活儿，得花这么多钱。

Right now, I'm getting, like you know, I would say I'm getting $30,000 a month of value out of Cloud Code if I had to pay someone to do all of, you know, the the projects that I'm working on.

对我来说，这回报率简直离谱。

So it's just the ROI is so insane to me.

我觉得，OpenAI 现在可能也到了一个转折点。

And I think we also have, you know, probably a moment for OpenAI where they're shifting.

他们正在关停一堆周边项目，连Sora都停了，就为了集中精力做这个。

They're shutting down a bunch of side projects, side quests, like even Sora so they can focus on this.

我觉得接下来肯定会有一场硬仗，但OpenAI肯定不会坐以待毙。

So I do think we're gonna see a pretty strong, I don't think OpenAI is going down without a fight.

未来一段时间竞争肯定会很激烈，不过Anthropic在几个关键领域已经明显领先了，尤其是真金白银的收入上。

I think we're gonna see some really strong competition, in the near future, but it seems like Anthropic is really pulling ahead, in a certain in a few certain areas, and one of those is just pulling in pure money.

今天的内容就到这里。

That's the show for today.

非常感谢你的收听。

Thank you so much for tuning.

如果你能帮个大忙，给节目在Spotify或者Apple上留个评价，那真的会帮大忙——这样更多像你这样的精彩用户才能找到我们。

If you could do me one massive favor that would help the show out so much, if you could leave a review on Spotify or Apple, it basically helps the show get found out by more incredible people like yourself.

对了，还没去看过aibox.ai的话，赶紧去看看。

Also, quick reminder, go check out aibox.ai if you haven't yet.

那里有80多个模型，任你搭建自己的自动化工具。

There's over 80 models building your own automations.

每月8.99美元。

It's $8.99 a month.

链接在简介里。

The link is in the description.

好嘞。

Alright.

咱们下期再见！

I'll catch you guys all in the next episode.