Anthropic与OpenAI 2026:谁才是真正的赢家?

📄 中文摘要

2021年,Dario Amodei与其妹妹Daniela及约30名研究人员从OpenAI离职,因他们认为公司正朝着危险的方向发展。三年后,他们成为了一个有趣的注脚,被视为离开火箭船的安全专家。五年后的2026年3月,他们登上《华尔街日报》头版,Dario将前同事比作希特勒和斯大林,而ChatGPT的市场份额从69%降至45%。Anthropic预计将在年中超越OpenAI的收入,显示出反叛的胜利。

📄 English Summary

Anthropic vs OpenAI 2026: Who’s Actually Winning?

In 2021, Dario Amodei, along with his sister Daniela and about 30 researchers, left OpenAI, believing the company was heading in a dangerous direction. Three years later, they were seen as an interesting footnote, the safety advocates who left the rocket ship. Fast forward to March 2026, they are featured on the front page of the Wall Street Journal, with Dario comparing his former colleagues to Hitler and Stalin, while ChatGPT's market share has plummeted from 69% to 45%. Anthropic is on track to surpass OpenAI in revenue by mid-year, marking the triumph of their revolt.

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数据源: OpenAI, Google AI, DeepMind, AWS ML Blog, HuggingFace 等