对冲基金经理：Anthropic 资本效率远超 OpenAI

"OpenAI and Anthropic are pretty different animals from a capital efficiency perspective.

And Anthropic clearly has a dramatically lower cost per token than OpenAI.

They burned maybe 80% less than OpenAI. So as businesses, they clearly have very different structural ROICs."

• A solid, insightful interview featuring Gavin Baker (@GavinSBaker), U.S. hedge fund manager and Chief Investment Officer of Atreides Management.

From "Invest Like The Best" (@InvestLikeBest) YouTube channel, (link in comment)