---
title: "Anthropic 最强模型用户增长乏力，性价比工具更受青睐"
source: "Simon Willison 博客（Atom）"
source_tier: "t2"
url: "https://simonwillison.net/2026/Aug/23/anthropics-best-ai-model-struggles-to-attract-users-as-cheaper-t/"
permalink: "https://feed.astralor.com/items/itm_d6c0f7eda20e5ccabef02302"
published: "2026-08-23T20:24:52.000Z"
score: 72
channel: "finance"
tags: ["Anthropic","Fable 5","GPT-5.6","OpenAI","Opus 5","Ramp"]
---

# Anthropic 最强模型用户增长乏力，性价比工具更受青睐

## AI 点评

> 这篇文章最值得看的地方在于它把收入和实际模型开销放在一起看，揭穿了“最强模型即最受欢迎”的幻觉。对于关注 AI 商业化或做模型选型的人，这组数据比任何发布会都更有说服力。

## 速览

据金融时报援引知情人士数据，Anthropic 7 月年化收入已达 650 亿美元，较 5 月的 470 亿大幅增长，且按此前口径预计 Q3 盈利。但 Ramp AI 指数显示，7 月 Anthropic 模型支出中，最新旗舰 Opus 5 仅占 3.5%，远低于 Opus 4.8 的 28%，Fable 5 为 8%。OpenAI 同期年化收入突破 400 亿，GPT 5.6 发布提振表现。数据表明，最强的模型未必是最受欢迎的，成本与实用性仍是企业选择的关键。

## 关键点

- Anthropic 7 月年化收入达 650 亿美元，5 月为 470 亿，预计 Q3 盈利。
- Anthropic 拥有 6,000 个年支出 10 万美元以上的企业客户。
- Ramp AI 指数显示 Opus 5 发布首周仅占 Anthropic 模型支出 3.5%，低于 Opus 4.8 的 28%。
- OpenAI 年化收入突破 400 亿美元，GPT 5.6 是季度增长的主要动力。

## 全文

Anthropic’s best AI model struggles to attract users as cheaper tools thrive A few interesting numbers in this FT story gathered from "people with knowledge of the matter": Anthropic's "annualized revenue" for July is up to $65bn - it was $47bn in May, and I collected more historic numbers here. Anthropic expect Q3 to be profitable according to the same model they used to declare Q2 profitable. "It also told investors that it had 6,000 customers that spend $100,000 annually or more." As for OpenAI, "annualised revenue has jumped 35 per cent in the quarter to date and is now over $40bn, with the launch of GPT 5.6 in July jolting the company’s performance after a sluggish start to the year". This article also introduced me to the Ramp AI index, which uses billing data from 70,000 Ramp credit card using companies to estimate model adoption. Here's Ramp's breakdown of Anthropic model spend for July 2026, which looks reasonable given that Opus 5 was only released on July 24th, and supports the idea that Fable's cost has made it a less popular model: Opus 4.8: 28.0% Sonnet 4.6: 8.3% Fable 5: 8.0% Opus 4.6: 6.9% Sonnet 5: 3.6% Opus 5: 3.5% Opus 4.7: 1.7% Sonnet 4.5: 1.3% Haiku 4.5: 1.0% Opus 4.5: 0.7% Via Hacker News Tags: ai, openai, generative-ai, llms, anthropic, claude, claude-mythos-fable

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引用前请核对原文;本文由星际流动整理:https://feed.astralor.com/items/itm_d6c0f7eda20e5ccabef02302