Chinese contentApollo 首席经济学家 Torsten Slok 发布报告：AI 宏观影响有限，企业把 token 支出当成本
Apollo 的经济学家 Slok 放了份看空 AI 的报告，说企业不愿为最新模型付钱、生产率几乎没涨，跟市面上乐观论调反着来。
#Torsten Slok
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Oct 25
Sep 28
Chinese contentRamp 数据显示 AI 模型支出集中在前 10% 客户
Ramp 的账单数据很扎眼：10% 客户吃掉 99.5% 的模型支出。这篇文章解释了为什么小公司的 AI 账单看着那么低——费用被软件厂商打包进订阅了。
Sep 26
AI Spending Concentrates in Top 10% of Customers
Adoption counts overstate how broad AI monetisation really is: revenue tracks machine workload per customer, not seat licences. Investors valuing AI infrastructure on customer numbers risk misreading demand, so per-customer inference spend is the metric to watch. If continuous agents spread beyond the top decile, infrastructure revenue could grow much faster than the customer count.