Name: OpenAI 和 Anthropic 競爭白熱化？誰能稱霸 AI 領域！ (Why The OpenAI And Anthropic Rivalry Is Heating Up)
Uploaded: 2026-02-23T00:57:53.000Z
Duration: 5 min 2 s

基礎被動語態

The most high profile rivalry in tech is heating up in 2026 as both OpenAI and Anthropic Race ahead on what are poised to be historic IPOs.

科技界最受矚目的兩大公司，在 2026 年正面交鋒，OpenAI 和 Anthropic 都準備迎接歷史性的 IPO。

These AI giants are trying to create the fastest, smartest and best models, spending billions and then raising billions from investors along the way.

這些 AI 巨頭正努力打造最快、最聰明、最優秀的模型，投入數十億美元，並從投資者那裡籌集更多資金。

程度副詞

他們幾乎在每個層級都在競爭。

We've seen some signals that it's anything but friendly competition.

我們已經看到一些跡象，顯示這場競爭絕非友善。

In January, OpenAI began unveiling plans to introduce ads for free users and ChatGPT Go subscribers in the United States, an opportunity to pull in crucial revenue as that company faces down $1.4 trillion in AI.

一月份，OpenAI 開始揭露計畫，將在美國為免費使用者和 ChatGPT Go 訂閱戶推出廣告，這是一個在公司面對 1.4 兆美元 AI 投資時，爭取關鍵收入的機會。

Build out commitments OpenAI CFO Sarah Fryer stressing to CNBC that the ads would not influence the responses given to users.

OpenAI 財務長 Sarah Fryer 向 CNBC 強調，廣告不會影響給使用者的回應。

Northstar is the model always gives you the best answer, not the paid for answer that has to remain Goal one We don't share conversations with advertisers.

Northstar 是這個模型，永遠給你最好的答案，而不是付費的答案，這必須是我們的首要目標，我們不會與廣告商分享對話。

我們不會將你的資料賣給廣告商。

Meanwhile, Anthropic announcing in no uncertain terms that its own flagship chatbot, Claude, would remain ad free, it went a step further, spending millions on super bowl ads that never mention OpenAI but take clear aim at the rival lab.

同時，Anthropic 也明確表示，自家旗艦哈拉機器人 Claude 將維持無廣告，甚至更進一步，花費數百萬美元在超級盃廣告中，雖然沒有提及 OpenAI，但明顯針對這家競爭對手。

But confidence isn't just built in the gym.

不過，自信可不只在健身房練就。

Try Step Boost Max the insoles that add one vertical inch of height and help short kings stand tall.

試試 Step Boost Max，這款鞋墊能讓你瞬間增高一英吋，幫助身高不高的朋友們挺直腰桿。

Use code HEIGHTMAXING10 for big discounts.

輸入折扣碼 HEIGHTMAXING10，享有超值優惠。

OpenAI CEO Sam Altman punching back on X, writing that the ads are deceptive and calling Anthropic an expensive product for rich people.

OpenAI 執行長 Sam Altman 在 X 上反擊，表示這些廣告具有欺騙性，並稱 Anthropic 是個昂貴的產品，只適合有錢人。

It's one of the most public displays yet of the animus.

這是目前為止最公開的敵意展現之一。

These two startups that have helped define the emerging industry until now had been quietly competing behind the scenes.

這兩家定義了新興產業的初創公司，直到現在都一直在檯面下默默競爭。

The tension goes all the way back to 2020.

這種緊張關係可以追溯到 2020 年。

That was when OpenAI's then Vice President of research, Dario Amade, left with his sister Daniela and more than a dozen senior senior researchers.

那時，OpenAI 的研究副總裁 Dario Amade 與他的妹妹 Daniela 和十幾位資深研究人員一同離職。

The split was driven by concerns over AI safety and OpenAI's increased commercialization.

這次分裂是由於對 AI 安全的擔憂，以及 OpenAI 日益增加的商業化。

The Amadeus, along with five former OpenAI employees, co founded Anthropic in 2021 as a public benefit corporation, in part to resist some of those pressures.

Amadeus 和五位前 OpenAI 員工於 2021 年共同創立了 Anthropic，成立為一家公益公司，部分原因就是為了抵抗這些壓力。

But Anthropic is now a corporate giant itself, and the headbutting really comes down to competing for businesses.

但 Anthropic 現在自己也成了企業巨頭，這次的針鋒相對，其實是為了爭奪企業客戶。

In early February, Anthropic dropped Claude 4.6 Opus and OpenAI unveiled its own ChatGPT 5.3 Codex.

二月初，Anthropic 推出了 Claude 4.6 Opus，而 OpenAI 也發表了自己的 ChatGPT 5.3 Codex。

One company has been a clear viral standout in enterprise.

其中一家公司在企業市場上明顯脫穎而出，成為熱門話題。

Anthropic's Claude has emerged as one of the most favored AI platforms for the enterprise.

Anthropic 的 Claude 已成為企業界最受歡迎的 AI 平臺之一。

Anthropic comes out with something like Claude code and cowork that shows just how powerful another model company can be.

Anthropic 推出了像 Claude code 和 cowork 這樣的產品，展現了另一個模型公司能有多強大。

That guy Claude is very busy destroying a lot of companies.

那個叫 Claude 的傢伙正忙著摧毀很多公司。

The fanfare around Claude starting just weeks after the November release of Google's Gemini 3, prompted a code red inside of OpenAI.

Claude 的熱潮在 Google 的 Gemini 3 於十一月發布後僅幾週就開始了，這讓 OpenAI 內部發出了紅色警戒。

Internally, Altman has been telling employees that the giant returned to monthly growth.

Altman 在內部告訴員工，這家巨頭恢復了每月成長。

And OpenAI is in talks to raise capital which could value it at an eye popping.

OpenAI 也在洽談籌集資金，估值可能高達驚人的

$800 billion ChatGPT does lead the consumer market, but winning over that core enterprise customer.

8000 億美元。ChatGPT 的確主導了消費市場，但要贏得核心企業客戶。

It's going to be a crucial source of revenue for both of these companies.

這將是這兩家公司重要的收入來源。

They're more profitable versus consumers paying 20 bucks a month.

相較於消費者每月支付 20 美元，企業客戶更為有利可圖。

And businesses tend to be stickier, meaning there's more recurring revenue.

而且企業客戶通常更穩定，這意味著有更多經常性收入。

CEO Dario Amadei has told CNBC that enterprise makes up 80% of Anthropic's business, while OpenAI CFO Sarah Fryer says she's aiming to have a 5,050 split by the end of this year.

CEO Dario Amadei 告訴 CNBC，企業業務佔 Anthropic 業務的 80%，而 OpenAI 的 CFO Sarah Fryer 表示，她們的目標是到今年年底達到 50/50 的比例。

At the end of last year, sitting right here, I would have said our business 5050 consumer enterprise, or sorry, 7030 consumer enterprise.

去年年底，坐在這裡，我會說我們的業務是 50/50 消費者與企業，或者抱歉，是 70/30 消費者與企業。

Today that number 6040 I think will end the year closer to 5050.

今天這個數字是 60/40，我認為年底會接近 50/50。

OpenAI has taken a much more aggressive tack on spending for compute, which Fire also says translates to revenue.

OpenAI 在運算方面的支出採取了更積極的策略，Fryer 也表示這轉化為收入。

Anthropic has been a bit more conservative and executives are increasingly comfortable highlighting those differences.

Anthropic 則比較保守，高層也越來越樂於強調這些差異。

We made less flashy headlines than some and you know, we've been focused on on growing revenue and winning business rather than spending money and announcing the biggest compute deals that we possibly could.

我們不像其他公司那樣製造轟動，你知道的，我們專注於增加營收和贏得業務，而不是花錢並宣佈我們可能達成的最大運算交易。

These companies have gone head to head, raising hundreds of billions of dollars in private markets and to have the best AI models.

這些公司你來我往，在私募市場籌集了數千億美元，以獲得最佳的 AI 模型。

The next leg of this race is their potential 2026 IPOs.

這場競賽的下一階段是他們潛在的 2026 年 IPO。

Anthropic and OpenAI could hit public markets and as early as the end of this year, according to sources.

消息人士稱，Anthropic 和 OpenAI 最快可能在今年年底進入公開市場。

But both will debut at sky high valuations and cash burn investors.

但兩家公司都將以天價估值和燒錢的投資者身份亮相。

Most of those companies have told me that they want to be the first to explain their story to Wall street.

大多數這些公司都告訴我，他們想成為第一個向華爾街講述他們故事的公司。

How to value these companies, how to justify some of those losses.

如何為這些公司估值，如何證明一些損失的合理性。

And one banker compared this IPO parade to the fierce competition between Uber and lyft back in 2019.

一位銀行家將這次 IPO 熱潮比作 2019 年 Uber 和 Lyft 之間激烈的競爭。

Lyft was able to list a month before Uber and then set the public market benchmark despite being a smaller company.

Lyft 在 Uber 之前一個月上市，儘管是一家較小的公司，但仍為公開市場設定了基準。

On the other hand, some bankers say might be good to let your rival go out and test the waters first.

另一方面，一些銀行家說，讓你的對手先出去試水溫可能不錯。