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@rohanpaul_ai· @rohanpaul_ai · X·· 2026-09-04AI 评分32
AI 导读

还有一点需要注意,存在一个明显的会计口径不匹配。 Anthropic 通常将通过与云厂商合作完成的 Claude 销售全额记为收入,再将云厂商的分成记为费用。 OpenAI 对某些合作方分销的收入只记录自己那部分。因此 Anthropic 的头部数字某种程度上比 OpenAI 更“偏毛”。

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Another point we need to note, that there is a meaningful accounting mismatch.

Anthropic generally records the full value of Claude sales made through cloud partners and then records the cloud provider's cut as an expense.

OpenAI records only its own share for certain partner-distributed revenue. So Anthropic's headline number is somewhat “grosser” than OpenAI's.

来源:@rohanpaul_ai · x.com