Altman 的自主 AI 代理愿景将让 token 消耗暴增，但企业客户已在抱怨成本——做 AI 采购或预算决策的团队，看完会重新评估供应商定价策略。
Sam Altman 在直播中透露，OpenAI 内部顶级用户每月消耗 1000 亿 tokens，六年前仅 10 万。外部客户消耗更高，成本抱怨已成为他听到的第二大客户问题。Altman 计划推出“始终在线”的自主 AI 代理，这将使 token 消耗量远超当前水平。然而，GitHub Copilot 刚转为 token 计费两天，用户就用光了月额度。Ramp 数据显示 Anthropic 在企业支出上已超越 OpenAI，客户正在抵制高成本。IBM CEO 也质疑行业 6-8 万亿美元资本支出的合理性。Altman 描绘的无限需求愿景与客户降本诉求之间存在根本矛盾。
“Altman just described a future where consumption goes up by orders of magnitude while his customers...
“Altman just described a future where consumption goes up by orders of magnitude while his customers are already asking how to bring the bill down. Those two things can't coexist for long.” Hedgie @HedgieMarkets 🦔Sam Altman says OpenAI's top internal user burns 100 billion tokens per month. Six years ago that number was 100,000. An external customer uses even more. Cost complaints are now the second most frequent issue he hears from clients. And his next move is "always on" AI that runs autonomously in the background, which would multiply consumption far beyond current levels. Altman shared this during a livestream on enterprise AI adoption covered by Axios. My Take Altman just described a future where consumption goes up by orders of magnitude while his customers are already asking how to bring the bill down. Those two things can't coexist for long. GitHub Copilot switched to token billing two days ago and users burned through a month of credits in hours. Ramp data already shows Anthropic passing OpenAI in enterprise spend, which means the competition for these customers is heating up at the exact moment the customers are pushing back on cost. IBM's CEO said this week the industry needs $6 to $8 trillion in capex and the revenue to justify it probably doesn't exist. Altman is previewing autonomous agents that would multiply current token consumption without anyone requesting it. Either the cost per token drops fast enough to make that affordable, or enterprises start capping their AI spend. One customer already exceeds 100 billion tokens a month. Scale that across autonomous agents at every enterprise and nobody has budgeted for what comes next. Altman is selling a vision of infinite demand while admitting the customers paying for current demand are already flinching at the price. Hedgie🤗 🔗 View Quoted Tweet 💬 1 🔄 1 ❤️ 1 👀 88 📊 1 ⚡