OpenAI 和 Anthropic 模型市场份额持续下滑
Master class in spin. Is it really a “positive for the AI infra trade” that OpenAI and Anthropic are...
OpenAI 和 Anthropic 的市场份额在持续下滑，现在开源模型在资金投入上已经超过了 OpenAI，这可能会影响整个 AI 基础设施行业。
OpenAI 和 Anthropic 的主流模型市场份额正在稳步下降，目前正朝着几乎没有任何份额的方向发展。当生成式 AI 变成具有近零毛利的公用事业时，Coreweave、Oracle 和 Nvidia 等公司会发生什么？当大量基础设施转移到海外时，过度依赖生成式 AI 的美国经济又会如何？当人们从豪华马匹转向廉价、大规模生产的汽车时，这对马匹品种是好是坏？Open 模型正在抢占份额，不仅是在令牌数量上，更是在资金投入上，现在花费在开源模型上的资金比 OpenAI 更多。这对 AI 基础设施贸易来说是件好事。开源模型抢占份额将利润从模型层转移到基础设施和应用层。
Master class in spin. Is it really a “positive for the AI infra trade” that OpenAI and Anthropic are...
Master class in spin. Is it really a “positive for the AI infra trade” that OpenAI and Anthropic are steadily losing market share top open models and on a track to have hardly any? What happens to Coreweave, Oracle, Nvidia etc when generative AI becomes a utility with near-zero margin? What happens to the US economy, too heavily loaded on GenAI, when a large fraction of that infrastructure moves off shore? Was it good for horse breeds when people switched from fancy horses to cheap, mass-produced cars? Gavin Baker @GavinSBaker Open models continue taking share. Not just tokens, more $ now spent on open models than OpenAI. Positive for the AI infra trade. Open models taking share shift $ margin from the model layer to the infra and app layers. 🔗 View Quoted Tweet 💬 6 🔄 12 ❤️ 31 👀 3559 📊 9 ⚡
