还是醒醒吧,smart money 都已经意识到的AI的基础投资将带来巨额回报

来源: 2026-05-06 10:49:57 [博客] [旧帖] [给我悄悄话] 本文已被阅读:

Anthropic, for example, has been doubling its ARR revenue every "6" weeks, and it is already at run-rate of 44B. No company has "ever" seen revenue growth this fast。

  • End of 2024: $1B
  • End of 2025: $9B
  • Feb: $14B
  • Mar: $19B
  • Apr: $30B
  • Today: $44B

如果还停留在过去的 “这些大模型公司凭什么支付这些资本投入”的思维里,将会很难堪的miss AI 这个 generational opportunity