Anthropic美国客户弃用最强模型，转向低价替代品，IPO前其高成本模式引发疑虑。支付数据商Ramp对7万家企业统计显示，最贵模型Fable 5发布两月后支出仅占约11%且趋平，打破默认选最强模型惯例；“叫好不叫座”令OpenAI趁机反弹。
Anthropic企业客户正减少使用其最强大模型Fable5，转向更低价替代模型，引发对其高投入商业模式的关注。该公司筹备IPO，估值或达2万亿美元，最早9月上市。数据显示Fable5发布两月后企业支出占比仅约11%，且已趋平稳。
腾讯视频正内测AIGC平台WorkSolo，主打AI短剧、互动影视和自由画布三种创作模式。平台采用免费体验、会员订阅与积分算力结合的商业模式，使用AI功能消耗积分，会员可购买折扣加油包，并支持月付或年付订阅。
DeepSeek投资者交流会内部谈话流出，梁文锋阐述开源底层逻辑。他明确承诺最强模型也会开源，认为闭源无必然好处。首次从财务角度说明：十个月回本对应约6倍利润，开源不影响此利润，但会制约100倍暴利。因此在6倍利润前提下，开源对商业模式无碍。
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