# Anthropic 最强 AI 模型 Fable 5 用户增长乏力，更便宜工具更受青睐

- 来源：Simon Willison 博客
- 发布时间：2026-08-24 04:24
- AIHOT 分数：47
- AIHOT 链接：https://aihot.virxact.com/items/cmt6amywi13e0ro73ppqspmhu
- 原文链接：https://simonwillison.net/2026/Aug/23/anthropics-best-ai-model-struggles-to-attract-users-as-cheaper-t

## AI 摘要

Anthropic 7 月年化收入达 650 亿美元，高于 5 月的 470 亿美元，并预计 Q3 实现盈利。Ramp AI 指数显示，7 月 Anthropic 模型支出中 Opus 4.8 占 28.0%，而 7 月 24 日发布的旗舰模型 Fable 5 仅占 3.5%，其高昂成本使其吸引力不及更便宜的模型。

## 正文

Anthropic's "annualized revenue" for July is up to $65bn - it was $47bn in May, and I collected more historic numbers here.

Anthropic expect Q3 to be profitable according to the same model they used to declare Q2 profitable. "It also told investors that it had 6,000 customers that spend $100,000 annually or more."

As for OpenAI, "annualised revenue has jumped 35 per cent in the quarter to date and is now over $40bn, with the launch of GPT 5.6 in July jolting the company’s performance after a sluggish start to the year".

This article also introduced me to the Ramp AI index, which uses billing data from 70,000 Ramp credit card using companies to estimate model adoption.

Here's Ramp's breakdown of Anthropic model spend for July 2026, which looks reasonable given that Opus 5 was only released on July 24th, and supports the idea that Fable's cost has made it a less popular model:

Opus 4.8: 28.0%

Sonnet 4.6: 8.3%

Fable 5: 8.0%

Opus 4.6: 6.9%

Sonnet 5: 3.6%

Opus 5: 3.5%

Opus 4.7: 1.7%

Sonnet 4.5: 1.3%

Haiku 4.5: 1.0%

Opus 4.5: 0.7%