Anthropic IPO 前景黯淡，AI 支出在 1.5% 的增长后停滞
ai 支出增长在夏季末期停滞，尽管代币交易量增加，这对 anthropic 的 ipo 计划提出了挑战，并预示着 ai 市场的转变。
according to ramp data, ai spending growth slowed significantly over late summer, with token spend growing only 1.5% in august and september, compared to 42% growth in july. this slowdown may impact anthropic's ipo plans, as investors may have overestimated the growth potential of ai companies. ramp's lead economist ara kharazian attributes the slowdown to price competition, citing openai and anthropic's recent price cuts, which have made ai cheaper to use. the top 1% of firms, which are the biggest ai spenders, have reduced their spending, with average spend per employee dropping below $10,000.