Anthropic IPO 前景黯淡，AI 支出成長停滯在 1.5%
ai 支出成長在夏季末期停滯，儘管代幣交易量增加，這對 anthropic 的 ipo 計劃提出了挑戰，並預示著 ai 市場的轉變。
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.