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Rohan Paul· @rohanpaul_ai · X·· 8 天前AI 评分58
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Rohan Paul 引用 OpenRouter 数据称,Anthropic 模型的 7 日均 token 用量从 9 月 22 日的约 0.65T/天升至 10 月 24 日的约 2.25T/天,约为原来的 3.5 倍。他引用的 Gavin Baker 观点认为,Anthropic 在降低 token 价格后 10 月 ARR 可能大幅上升,并称整个 AI 市场也出现类似情况,GPU 租赁价格上涨而 token 价格下降。

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OpenRouter shows Anthropic’s 7-day token average rising from about 0.65T a day on September 22 to about 2.25T on October 24, roughly 3.5x.

引用Gavin Baker@GavinSBaker
I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices. Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined. $100b plus in year-end ARR looks possible again.
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来源:Rohan Paul · x.com