比特币橙子Trader|Apr 25, 2026 03:01
"Don’t think Anthropic dropping a few god-tier models means OpenAI is completely done for! That’s way off! In this brutal battlefield where compute power reigns supreme, whoever controls the underlying hardware monopoly will have the last laugh!
In this hardcore analysis, Dylan lays bare the real cards in the AI giants’ game. Right now, the internet is celebrating, convinced that Anthropic has already won: their internal Mythos model sold out before public testing, monthly revenue skyrocketed to the $10 billion level, and even Opus 4.7 launched ahead of OpenAI’s big move. On the surface, it looks like OpenAI has been cornered.
But reality is brutally harsh! Dylan cuts straight to the point, highlighting Anthropic’s biggest fatal flaw—severe compute power shortages! Their leadership once arrogantly mocked OpenAI for aggressively stockpiling compute power, but now, faced with exploding demand, Anthropic must be kicking themselves. Meanwhile, OpenAI has quietly teamed up with Oracle, SoftBank, Microsoft, and even Amazon, practically buying out the market’s top-tier compute clusters.
This isn’t just a battle of code or intelligence—it’s a naked war of compute power monopoly! The entire business world’s demand for premium AI tokens is an insatiable black hole. When hundreds of billions of dollars flood in, Anthropic simply doesn’t have the compute capacity to handle such massive growth. Even if OpenAI’s models drop to “Tier 2,” as long as they hold vast compute resources to absorb the overflow demand, they’ll still rake in profits like crazy!
The commercial logic of AI has completely shifted. No matter how fast model capabilities advance, they can’t outrun the physical hardware supply bottleneck. Once you understand this fundamental logic, you’ll know where the money will pile up next. Share this golden insight with your friends who are still obsessing over model rankings—help them see the brutal truth that “compute power equals power”! #AI #ComputeWars #OpenAI #Anthropic #TechAnalysis
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