行业多源确认
微软探索用DeepSeek替代OpenAI和Anthropic，影响两家IPO前景
精选理由
微软可能换掉OpenAI和Anthropic，改用DeepSeek给Copilot Cowork，还改了按用量收费。这事直接影响两家公司上市计划，值得关注。
微软正在探索将DeepSeek作为Copilot Cowork的底层模型，替代OpenAI和Anthropic。同时Copilot Cowork转向基于使用量的定价模式，微软表示有用户每周执行数百个任务，成本可能非常高。这一举动被分析认为伤害了OpenAI和Anthropic的潜在IPO。事件涉及Jevons悖论，即效率提升可能导致总用量增加。
原文 · Gary Marcus
Wild! Just by saying this out loud Microsoft has hurt the potential IPOs of both OpenAI and Anthropic. NIK @ns123abc BREAKING: Microsoft exploring DeepSeek over OpenAI and Anthropic as Copilot Cowork moves to usage-based pricing “We have users who do hundreds of tasks a week… the consequence is the costs can go very high...” Jevons paradox 🔗 View Quoted Tweet 💬 9 🔄 7 ❤️ 29 👀 3624 📊 10 ⚡