Anthropic的Fable 5模型使用率低，引发对定价策略的质疑，了解AI成本对企业决策的影响。
Anthropic的Fable 5模型使用率仅占公司工具总投入的11%，面临定价挑战。62%的组织表示AI成本影响了业务决策，其中40%需董事会级别升级。中国模型在美国公司中的使用份额从1月的4.4%飙升至60%。模型路由器采用率稳步上升，但仅6.1%的企业使用模型服务或推理平台。
源： https://t.co/MKkTOLGr9K
源： x.com/trevornoren/st… Trevor Noren @trevornoren "Anthropic’s US customers are using cheaper alternatives to its most powerful AI tool, raising questions about the group’s high-spending business model ahead of what is expected to be the biggest IPO of all time. Spending on Fable 5, Anthropic’s largest and priciest model, has plateaued at only about 11 per cent of overall outlay on the company’s tools, more than two months after its release, according to spending data from 70,000 companies collected by payments group Ramp." A few stats suggesting why the pricing power challenge Anthropic faces is likely to only get worse: - 62% of organizations say an unexpected AI cost materially altered a business decision this past year, of which 40% required board-level escalation, 33% triggered emergency spending freezes, and 25% triggered a delay or the canceling of an AI initiative outright. - Chinese models accounted for just 4.4% of token usage by US companies in January. That share had skyrocketed to over 60% as of writing this. - Adoption of model routers has been steadily increasing. Yet, as of July, only 6.1% of AI-spending businesses used model-serving or inference platforms. Far more to come in my next report! Learn about Sage Road Research here: sageroadresearch.com . Interested in subscribing? Message me. FT link: ft.com/content/5ee497… 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 121 ⚡