英伟达税
本文探讨了英伟达在AI硬件市场的主导地位所带来的隐性成本——"英伟达税"，即企业因依赖其专有生态系统而承受的高昂定价和锁定效应。作者分析了这一现象对行业竞争、技术创新以及最终用户成本的影响，并思考未来是否会出现可行的替代方案来打破这种垄断局面。
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Anthropic announced a run rate revenue of $47 billion, raised $65 billion in a Series H round, and achieved a post-money valuation of $965 billion.
Anthropic's run-rate revenue has hit $47 billion, up from $30 billion in April and $14 billion in February 2026, according to its $65B Series H filing. The annualized figures show extremely rapid growth, though some observers have expressed skepticism about the projections.
Simon Willison argues Anthropic and OpenAI have found product-market fit through enterprise coding agents. Both companies shifted to API-based enterprise pricing, and recent models cost more. Stories of Uber blowing its AI budget and Microsoft canceling Claude Code licenses suggest customers are paying high prices for genuinely useful tools, making April 2026 a new revenue inflection point.