一份提交给华尔街的文件,同时讲了一个增长神话和一个被割韭菜的故事。 先说结论 Anthropic(Claude 的母公司)正式提交了 IPO 招股书,准备登陆纳斯达克。这家可能是全球估值最高的 AI 公司,把 Claude Code 当作核心卖点讲给投资人听。 数据很漂亮。但在同一份文件的角落里,藏着一个数字:约 5% 到 7% 的收入,来自"违反使用政策"的客户。 按前三季度约 331 亿美元营 ...
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