# Kim 驳斥 Anthropic 内部"非常紧张"传闻：B2C 订阅不赚钱，企业业务才是核心

- 来源：Chubby♨️ (@kimmonismus)
- 发布时间：2026-07-12 17:31
- AIHOT 分数：45
- AIHOT 链接：https://aihot.virxact.com/items/cmrhmaubx01g2bimnkmkulgsh
- 原文链接：https://x.com/kimmonismus/status/2076238058857308285

## AI 摘要

Kim 反驳了关于 Anthropic 内部因 GPT-5.6 Sol 和 Grok 4.5 竞争而“非常紧张”的传闻。她认为 Anthropic 并不担心失去消费者客户，因为其 B2C 订阅业务几乎不赚钱，被严重补贴。主要收入来源是面向企业客户的高价计算服务与 Fable 5 模型，且在该领域远超 OpenAI。因此，CEO Dario 不会因消费者取消补贴的 Max 订阅而失眠，取消 Fable 5 反而能为相关领域释放更多算力。

## 正文

sorry， i call bs. In my opinion， Anthropic isn't worried about losing customers. And the reason is quite simple：

They barely make any money in the B2C sector. Subscriptions are heavily subsidized； their compute and Fable 5 are primarily intended for businesses and enterprises， and these customers are willing to pay immensely high costs for them. This is also Anthropic's main source of revenue； it's the area where they are far ahead of OpenAI.

Dario certainly isn't losing sleep over this and isn't running around hysterically because he's afraid consumers will cancel their subsidized Max plans due to the lack of Fable 5. At best， this will free up more compute for the relevant areas.

### 引用推文

> Ali Haider：🚨SCOOP: MY Friend at Anthropic says things are VERY tense internally. Dario's running tough meetings - GPT-5.6 Sol is strong and Grok 4.5 is right on Opus's he...