風險投資家Chamath Palihapitiya警告稱，領先的人工智慧（AI）開發商如OpenAI和Anthropic收取的高昂溢價，正與Meta Platforms Inc.（納斯達克代碼：META）和埃隆·馬斯克旗下的xAI等科技巨頭推出的大幅降價模型迎頭相撞，將引發一場劇烈的市場理性調整。

Venture capitalistChamath Palihapitiyawarns that the steep premiums charged by leading artificial intelligence (AI) developers likeOpenAIandAnthropicare on a collision course with drastically cheaper models from tech giants likeMeta Platforms Inc.(NASDAQ:META) andElon Musk's xAI, triggering a severe market rationalization.

Speaking on CNBC, the Social Capital and 8090 CEO compared the generative AI compute market to the crude oil industry. He introduced the concept of a "barrel of intelligence"—representing roughly one million AI compute tokens—to highlight the massive pricing disparity currently fracturing the tech sector.

在CNBC節目中，Social Capital和8090的首席執行長將生成式AI算力市場比作原油行業。他提出了「智能桶」的概念——大致相當於一百萬AI算力代幣——以突顯當前正在撕裂科技行業的巨大價格差距。

"You can buy it from OpenAI for 26 bucks. Anthropic's latest model costs you 56 bucks," Palihapitiya explained. But as deep-pocketed competitors release models that he estimates are "80 to 95% as good," those premium prices are becoming increasingly difficult for the market to justify.

Palihapitiya解釋道：「你可以花26美元從OpenAI購買一桶智能，Anthropic的最新模型則要價56美元。」但隨著資金雄厚的競爭對手推出他認為「性能達到80%至95%」的模型，這些高價越來越難以被市場接受。

"Elon is selling you a barrel of intelligence for a buck. Zuck is about to sell it to you for a buck 50. Demis and Sundar are trying to sell it to you for a dollar. The Chinese will sell it to you for $0.50," he noted. Pointing to this massive gap, he stated firmly that a pricing "rationalization has to happen."

「Elon賣給你一桶智能只要一美元。Zuck即將以1.5美元的價格賣給你。Demis和Sundar試圖以一美元的價格賣給你。中國人會以$0.50的價格賣給你，」他指出。鑑於如此巨大的價差，他堅定地表示，價格「必須進行理性調整」。   (Benzinga)

彙整鉅亨號中所有使用「Chamath Palihapitiya」關鍵字，所發布的內容 (依照時間排序，最新在前，舊的在後)`