Rohan Paul· @rohanpaul_ai · X·· 3 小时前AI 评分57
AI 导读
Rohan Paul 引用 OpenRouter 数据：Anthropic 模型 7 日 token 日均用量从 9 月 22 日的约 0.65T 升至 10 月 24 日的约 2.25T，约 3.5 倍。其转引的 Gavin Baker 评论认为降价后 ARR 可能垂直增长，年底 1000 亿美元以上 ARR 有望重现，且全 AI 市场同样出现 GPU 租金上涨、token 价格下降。
正文 · 原文
OpenRouter shows Anthropic’s 7-day token average rising from about 0.65T a day on September 22 to about 2.25T on October 24, roughly 3.5x.
I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices. Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined. $100b plus in year-end ARR looks possible again.在 X 查看被引用的帖子
来源：Rohan Paul · x.com