Anthropic 最强 AI 模型难以吸引用户，平价工具蓬勃发展

2026 年 8 月 23 日 - 链接博客

Anthropic 最强 AI 模型难以吸引用户，平价工具蓬勃发展（来源）这篇《金融时报》报道汇集了“知情人士”提供的一些有意思的数据：

• Anthropic 7 月的“年化收入”升至 650 亿美元——5 月时为 470 亿美元，我此前还整理过更多历史数据。
• 按照其用于宣布第二季度盈利的同一套模型，Anthropic 预计第三季度将实现盈利。“该公司还告诉投资者，其拥有 6,000 家每年支出 10 万美元或以上的客户。”
• 至于 OpenAI，“其年化收入在本季度迄今已增长 35%，目前超过 400 亿美元；在年初开局疲软后，GPT 5.6 于 7 月发布，推动了公司业绩回升”。

这篇文章还让我了解到 Ramp AI 指数。该指数利用 7 万家使用 Ramp 信用卡的公司的账单数据，估算各模型的采用情况。

以下是 Ramp 对 2026 年 7 月 Anthropic 模型支出的拆分。考虑到 Opus 5 到 7 月 24 日才发布，这一结果看起来合理；同时也支持了这样一种观点：Fable 的成本使其成为较不受欢迎的模型：

1. Opus 4.8：28.0%
2. Sonnet 4.6：8.3%
3. Fable 5：8.0%
4. Opus 4.6：6.9%
5. Sonnet 5：3.6%
6. Opus 5：3.5%
7. Opus 4.7：1.7%
8. Sonnet 4.5：1.3%
9. Haiku 4.5：1.0%
10. Opus 4.5：0.7%

23rd August 2026 - Link Blog

Anthropic’s best AI model struggles to attract users as cheaper tools thrive (via) 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:

1. Opus 4.8: 28.0%
2. Sonnet 4.6: 8.3%
3. Fable 5: 8.0%
4. Opus 4.6: 6.9%
5. Sonnet 5: 3.6%
6. Opus 5: 3.5%
7. Opus 4.7: 1.7%
8. Sonnet 4.5: 1.3%
9. Haiku 4.5: 1.0%
10. Opus 4.5: 0.7%