AI 导读
据 Rhodium 研究，OpenAI 与 Anthropic 的收入约为所有中国 AI 模型总和的 10 倍，其中 OpenAI 的 ARR 约 40B 美元、Anthropic 约 65B 美元，而字节跳动大模型业务约 4B 美元、阿里百炼 MaaS 约 2.3–2.4B 美元。
正文
OpenAI and Anthropic earn 10 times more than all Chinese AI models combined,
per Rhodium research.
OpenAI at roughly $40B in ARR and Anthropic at $65B, while ByteDance’s large-model business is about $4B and Alibaba’s Bailian MaaS about $2.3–$2.4B.
And the reason is, models from China are mostly open source.
Chinese models recorded more than 2B Hugging Face downloads in 2025, or 41% of the platform total.
i.e. users can self-host them or access them through third parties without much revenue flowing back to the original developer.
来源：@rohanpaul_ai · x.com