Rohan Paul· @rohanpaul_ai · X·· 2026-09-18AI 评分63
AI 导读
据 Rhodium 研究，OpenAI 年化经常性收入约 $40B，Anthropic 约 $65B，而字节跳动大模型业务约 $4B、阿里百炼 MaaS 约 $2.3–$2.4B。作者归因于中国模型多为开源：2025 年中国模型在 Hugging Face 下载量超 2B，占平台总量 41%，用户可自托管或经第三方访问，收入很少回流到原开发者。
正文 · 原文
OpenAI and Anthropic earn 10 times more than all Chinese AI models combined,
per Rhodium research.
OpenAI at roughly $40B in ARR and Anthropic at $65B, while ByteDance’s large-model business is about $4B and Alibaba’s Bailian MaaS about $2.3–$2.4B.
And the reason is, models from China are mostly open source.
Chinese models recorded more than 2B Hugging Face downloads in 2025, or 41% of the platform total.
i.e. users can self-host them or access them through third parties without much revenue flowing back to the original developer.
来源：Rohan Paul · x.com