Chubby♨️@kimmonismus · XAI 摘要
微软因token费用过高取消了内部Claude Code授权，凸显出企业AI使用成本正急剧上升。这标志着AI补贴时代的终结，基于使用量的定价模式正迫使企业面对大模型运行的高昂成本。企业面临两难：缩减AI投入会影响AI实验室的增长目标；若实验室降价则会损害自身盈利。两种路径都指向当前成本模式难以为继，最终可能需进行资产减值。
Microsoft put $13 billion into OpenAI and built the cloud infrastructure Anthropic runs on.
This week it canceled its internal Claude Code licenses because the token bill was too high.
Even for MSFT Claude is too expensive.
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite...