AI 行业格局正在重塑，关注前沿模型竞争的开发者或投资者值得一看——Anthropic 的企业产品策略可能改变市场格局。
Gary Marcus 在 X 上发文，直言 OpenAI 已失去领先地位，几乎没有任何理由选择他们而非 Anthropic。他指出 OpenAI 承诺过多但无法兑现，领导层失去信誉，且缺乏盈利计划。The Information 报道称，Anthropic 在企业级产品如 Claude Code 和 Claude Cowork 上已超越 OpenAI，营收表现更优。两家前沿实验室均计划上市，但 Anthropic 凭借企业专注度取得了优势。
OpenAI is hosed. There is almost no reason to prefer them over Anthropic, they have lost their lead ...
OpenAI is hosed. There is almost no reason to prefer them over Anthropic, they have lost their lead (despite every advantage in the world), they have made commitments far far beyond their means, their leader has lost credibility, and they don’t have a plausible plan for becoming profitable. The Information @theinformation OpenAI just filed for its IPO, but “they have been eclipsed by Anthropic in revenue”, @erinkwoo reports. This remains significant since both frontier labs are aiming to go public soon. “Anthropic through products like Claude Code, Claude Cowork has really been able to surpass OpenAI because of this enterprise focus.” Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 7 🔄 5 ❤️ 39 👀 4348 📊 10 ⚡