Rohan Paul· @rohanpaul_ai · X·· 2026-07-07AI 评分57
AI 导读
对冲基金经理、Atreides Management首席投资官Gavin Baker在"Invest Like The Best"采访中对比OpenAI与Anthropic的资本效率。他指出，Anthropic每token成本远低于OpenAI，烧钱量可能少约80%，两家公司从商业角度看具有截然不同的结构性ROIC（投资资本回报率）。
正文 · 原文
"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.
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From "Invest Like The Best" (@InvestLikeBest) YouTube channel, (link in comment)
来源：Rohan Paul · x.com