Anthropic高管暗讽OpenAI的支出与广告策略

环球市场播报02-11

随着两大AI巨头的公开口水战持续升温，Anthropic商务负责人Paul Smith在接受采访时，毫不掩饰地暗讽竞争对手OpenAI，称Anthropic专注于业务发展，而非博取“哗众取宠的头条”。　　Anthropic在周日的“超级碗”赛事期间投放广告，嘲讽OpenAI决定在ChatGPT上测试广告功能。OpenAI首席执行官Sam Altman称Anthropic的广告“具有误导性”。此时...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2610933594?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-11 18:02","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2610933594","market":"us","top_or_hot":-1,"title":"Anthropic高管暗讽OpenAI的支出与广告策略","media":"环球市场播报","content":"<div>\n<p>随着两大AI巨头的公开口水战持续升温，Anthropic商务负责人Paul Smith在接受采访时，毫不掩饰地暗讽竞争对手OpenAI，称Anthropic专注于业务发展，而非博取“哗众取宠的头条”。\n　　Anthropic在周日的“超级碗”赛事期间投放广告，嘲讽OpenAI决定在ChatGPT上测试广告功能。OpenAI首席执行官Sam Altman称Anthropic的广告“具有误导性”。此时...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-11/doc-inhmmvza3690374.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic高管暗讽OpenAI的支出与广告策略</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnthropic高管暗讽OpenAI的支出与广告策略\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-11 18:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-02-11/doc-inhmmvza3690374.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着两大AI巨头的公开口水战持续升温，Anthropic商务负责人Paul Smith在接受采访时，毫不掩饰地暗讽竞争对手OpenAI，称Anthropic专注于业务发展，而非博取“哗众取宠的头条”。\n　　Anthropic在周日的“超级碗”赛事期间投放广告，嘲讽OpenAI决定在ChatGPT上测试广告功能。OpenAI首席执行官Sam Altman称Anthropic的广告“具有误导性”。此时...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-11/doc-inhmmvza3690374.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AI","symbol_name":"C3.ai, Inc.","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-11/doc-inhmmvza3690374.shtml","article_id":"2610933594","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610933594","pubTimestamp":1770804120,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"随着两大AI巨头的公开口水战持续升温，Anthropic商务负责人Paul Smith在接受采访时，毫不掩饰地暗讽竞争对手OpenAI，称Anthropic专注于业务发展，而非博取“哗众取宠的头条”。　　Anthropic在周日的“超级碗”赛事期间投放广告，嘲讽OpenAI决定在ChatGPT上测试广告功能。OpenAI首席执行官Sam Altman称Anthropic的广告“具有误导性”。　　在接受采访时，Smith还表示，由Anthropic旗下Claude Cowork工具引发的软件股市场抛售，“很大程度上是夸大其词”。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"AI":"C3.ai, Inc.","BK4567":"ESG概念","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","NVDQ":"2倍做空NVDA ETF-T-Rex","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","NVD3.UK":"LS 3X NVIDIA","BK4503":"景林资产持仓","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","NVDU":"2倍做多NVDA ETF-Direxion","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","2NVD.UK":"2X NVIDIA ETP","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","NVDW":"NVDA周配息ETF-Roundhill","DIPS":"做空NVDA期权收益策略ETF-YieldMax","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDA":"英伟达","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","NVDG":"2倍做多NVDA ETF- Leverage Shares","SNVD.UK":"LS -1X NVIDIA","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","NVDL":"2倍做多NVDA ETF-GraniteShares","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","VGT":"信息技术ETF-Vanguard","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","NVD2.UK":"2X NVIDIA ETP"},"translate_title":"Anthropic executives insinuate OpenAI's spending and advertising strategies","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDU":0.6,"NVDD":0.6,"NVDG":0.6,"NVDS":0.6,"NVDA":0.61,"2NVD.UK":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDX":0.6,"NVDS.UK":0.6,"NVDW":0.6,"NVD3.UK":0.6,"DIPS":0.6,"NVDY":0.6,"NVIW.SI":0.6,"NVDL":0.6,"NVII":0.6,"VGT":0.87,"NVDQ":0.6,"NVD2.UK":0.6,"AI":0.81,"NVD":0.6},"content_text":"随着两大AI巨头的公开口水战持续升温，Anthropic商务负责人Paul Smith在接受采访时，毫不掩饰地暗讽竞争对手OpenAI，称Anthropic专注于业务发展，而非博取“哗众取宠的头条”。\n　　Anthropic在周日的“超级碗”赛事期间投放广告，嘲讽OpenAI决定在ChatGPT上测试广告功能。OpenAI首席执行官Sam Altman称Anthropic的广告“具有误导性”。此时，头部AI模型厂商正为争取企业客户展开日趋激烈的竞争。\n　　在接受采访时，Smith还表示，由Anthropic旗下Claude Cowork工具引发的软件股市场抛售，“很大程度上是夸大其词”。\n　　超级碗广告大战\n　　Anthropic斥资数百万美元投放超级碗广告，包括一条60秒赛前广告和一条30秒赛中广告，广告词强调：“广告即将进入AI领域，但不会进入Claude。”\n　　Smith表示，不在Claude中加入广告是一项“深思熟虑的决定”。他称，广告业务会让Anthropic走向“错误的优化方向”。他还表示，没有广告干扰，公司才能专注于提升AI模型智能、打造“真正有用、安全且值得信赖的产品”。\n　　OpenAI凭借ChatGPT大量面向普通消费者，而Anthropic则专注于向企业客户销售AI服务。\n　　Smith称，由于不提供广告业务，Anthropic不存在利益冲突，能够专心为企业提供AI产品。\n　　他补充道：“我们不会为了流量、广告收入或其他任何东西与合作伙伴竞争。”\n　　“我们的核心是模型质量、模型效能，以及它如何在整个企业中集成——这回归到我们真正专注的所有投入上……我们只专注于另一套完全不同的事情，精力不会分散。”\n　　Altman称，Anthropic的超级碗广告“挺有趣”，但“明显不诚实”，并补充说OpenAI“显然永远不会以Anthropic描述的那种方式投放广告”。\n　　截至本文发稿，OpenAI尚未回应媒体的置评请求。\n　　“哗众取宠的头条”\n　　在最新一轮大型科技企业财报季过后，基础设施投入成为投资者关注的重点。从Alphabet到亚马逊，多家公司都上调了2026年的资本支出计划。\n　　Anthropic已承诺投入500亿美元在美国建设数据中心，同时也向微软、谷歌等厂商购买算力。而与此同时，OpenAI已承诺未来与英伟达、甲骨文、博通等合作伙伴投入超过1万亿美元用于基础设施建设。\n　　当被问及与OpenAI等公司相比，Anthropic在基础设施上的策略时，Smith表示：“我们不像某些公司那样制造那么多哗众取宠的头条，我们专注于增收和赢得业务，而不是砸钱、宣布尽可能大手笔的算力交易。”\n　　近几个月，OpenAI宣布了一系列合作：其中，英伟达表示将投入1000亿美元支持OpenAI，部署至少10吉瓦的英伟达系统。更近一段时间，OpenAI还与芯片厂商Cerebras达成100亿美元协议，部署750兆瓦的Cerebras AI芯片，并与AMD、博通签署了其他协议。\n　　与此同时，Anthropic首席执行官Dario Amodei一直在强化“少花钱多办事”的理念，并表示公司在支出方面比其他企业更自律、更审慎。\n　　Smith称，Anthropic管理层每天都会讨论算力投入规模。但他也表示，对当前支出水平“感到安心”，因为市场需求依然强劲。\n　　Smith表示：“我们并不是在超前采购算力。”他称赞了面向企业的两款核心产品——Claude Code和Claude Cowork实现了“惊人增长”。他补充说，整体企业业务增长迅猛，我们必须满足这一需求。\n　　Smith还提到，公司会持续审视支出计划。“我们会尽可能采购恰到好处的算力，让我们保持极快的增长曲线，既不超支，也不短缺——因为算力不足会损害客户利益。”他还表示，近期将公布更多基础设施相关消息。\n　　Smith发表上述言论之前，Anthropic周三刚与投资管理公司Man Group达成合作，后者将使用Anthropic的AI产品，双方还将共同开发新工具。\n　　软件股大跌\n　　上周，在Anthropic的效率工具Claude Cowork走红后，软件股遭受重挫。投资者担心AI将替代企业原本向多家软件厂商购买的服务流程。\n　　当被问及企业是否在考虑用Anthropic的产品逐步淘汰传统软件时，Smith表示，这取决于具体机构。\n　　他说，一些机构正在“加大对软件的投入”，而另一些则在考虑使用Anthropic这类工具。\n　　Smith表示：“上周市场上的反应过于夸张了。”\n　　“正如许多人所指出的，那些应用（指企业目前使用的现有软件）在企业中承担着非常重要的任务。”\n　　“它们拥有非常特定的数据模型和工作流程，在很长一段时间内，企业仍将从中获得巨大价值。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李肇孚","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610933594","isCrawlerRequest":true}