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Gary Marcus直言OpenAI市值可能缩水七成,微软已经在找替代品,反映了AI行业格局变化。
OpenAI市场份额已降至50%以下,微软公开寻求更便宜的替代方案。Gary Marcus指出OpenAI资金紧张且烧钱严重,认为投资者更倾向于Anthropic而非OpenAI。他预测OpenAI将以约30%的估值被微软或亚马逊收购。
AI 翻译 · 中文
OpenAI市场份额已降至50%以下,微软公开寻求更便宜的替代方案。Gary Marcus指出OpenAI资金紧张且烧钱严重,认为投资者更倾向于Anthropic而非OpenAI。他预测OpenAI将以约30%的估值被微软或亚马逊收购。
and now OpenAI’s market share is down below 50% and *Microsoft* is publicly looking for cheaper alternatives. Gary Marcus @GaryMarcus OpenAI is in deep, deep trouble They are low on capital relative to the massive cash t…