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Rohan Paul· @rohanpaul_ai · X·· 4 小时前AI 评分53
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OpenRouter 数据显示,Anthropic 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。作者引用 Gavin Baker 的说法,后者称 Anthropic 在降价后 10 月 ARR 可能大幅上升,并提到整个 AI 市场出现类似情况,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