Ben Bajarin· @BenBajarin · X·· 7 天前AI 评分56
AI 导读
Ramp 数据显示企业对 Anthropic 模型的支出仍比 7 月峰值低 1.6%，Opus 5.5 发布后需求有所回升，目前占 Anthropic 支出的 63%。作者 Ben Bajarin 补充认为企业支出呈波浪式变化，并指出各智能水平上的降价与竞争仍是 AI 模型公司面临的主要威胁。
AI 生成摘要 · 以原文为准
正文
There is prob more going on here, and while it does also show the key to releasing new models = products frequently in this cycle, enterprise spending does come in waves. See SaaS spend charts..
NEW Ramp data: Opus 5.5 has somewhat reaccelerated demand for Anthropic, but it might not be enough. Spend on Anthropic models remains 1.6% below its July peak, according to Ramp data. Opus 5.5 now accounts for 63% of Anthropic spend, so frontier models do matter. The idea that AI is already "good enough" is probably overrated as a concern IMO. But price cuts / competition at all intelligence levels are still the most significant threats to AI model companies, and continue to form cracks in the AI thesis.在 X 查看被引用的帖子
来源：Ben Bajarin · x.com