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 Anthrop...
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 ⚡