瑞士宝盛分析师Enrico Chinello表示，美国AI采用率的势头表明Anthropic已经超越了OpenAI，而OpenAI正在考虑降低定价以应对这一趋势、推动使用量并夺回市场份额。他补充说，关键的区别在于客户群。

　　他说，Anthropic约85%的收入来自企业，而OpenAI的大部分营业额来自ChatGPT消费者订阅，其中绝大多数是免费层级。

　　他表示，Anthropic在企业用户中的优势为其提供了更清晰的盈利途径，并补充说OpenAI的盈利能力仍存疑。

　　近期趋势表明，整个行业的token（词元）定价普遍走高，这表明AI实验室可能仍具有定价权，而不会实质性地牺牲盈利能力。

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