Anthropic Opus 5 发布后用户占比仅3.5%，低价模型更受欢迎
Anthropic’s best AI model struggles to attract users as cheaper tools thrive
一手财务与用量数据揭示旗舰模型商业化困境，对定价策略有重要参考，建议关注。
Anthropic’s best AI model struggles to attract users as cheaper tools thrive
Anthropic 的最佳 AI 模型在更便宜的工具蓬勃发展的情况下难以吸引用户
A few interesting numbers in this FT story gathered from "people with knowledge of the matter":
这篇 FT 报道中从“知情人士”那里收集到几个有趣的数据点：
- 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".
- Anthropic 7 月的“年化收入”高达 650 亿美元——5 月时为 470 亿美元，我在此处收集了更多历史数据。
- 据称 Anthropic 根据其宣布 Q2 盈利的同一模型预计 Q3 也将盈利。“它还告诉投资者，它有 6,000 名客户每年支出达到或超过 10 万美元。”
- 至于 OpenAI，“截至本季度末的年化收入增长了 35%，现已超过 400 亿美元，7 月 GPT 5.6 的发布在公司年初表现疲软后提振了其业绩”。
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.
这篇文章还向我介绍了 Ramp AI 指数，该指数利用 70,000 家使用 Ramp 信用卡公司的账单数据来估算模型的采用情况。
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:
以下是 Ramp 对 2026 年 7 月 Anthropic 模型支出的细分，鉴于 Opus 5 仅在 7 月 24 日发布，这一数据看起来合理，并支持 Fable 的高成本使其成为不太受欢迎的模型这一观点：
- 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%
- 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
来源：Hacker News
Tags: ai, openai, generative-ai, llms, anthropic, claude, claude-mythos-fable
标签：ai, openai, generative-ai, llms, anthropic, claude, claude-mythos-fable
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力