IndustryMulti-source
Ramp 数据显示 Anthropic Q4 支出增速放缓至 15%-25%
Why we picked it
Ramp 数据显示 Anthropic 支出增速从 47% 掉到 15%-25%，之前基于 Q2 的预测可能太乐观了。
据 Ed Zitron 援引 Ramp 的估算，Anthropic 的企业支出增长正从 Q2 到 Q3 的 47% 回落，Q4 环比增速趋向 15% 至 25%。Gary Marcus 借此认为 Anthropic Q2 的激增属于异常值，此前基于该季度表现做出的收入预测并不成立。若数据属实，这说明 Anthropic 的收入正在减速。
Original · Gary Marcus
Further evidence for what I keep saying - Anthropic’s Q2 was an anomaly, and all the projections based on their spectacular rise in Q2 were fantasy. Ed Zitron @edzitron Ramp estimates Anthropic Q4 business spend growth is trending toward 15% to 25% growth quarter over quarter, down from 47% from Q2 to Q3. Seems like a sign that revenue is decelerating 🔗 View Quoted Tweet 💬 2 🔄 1 ❤️ 16 👀 1519 📊 3 ⚡
