拿Google和Amazon的钱,租马斯克的算力:Anthropic到底是AI公司,还是三个巨头的打工仔? episode artwork

EPISODE · May 16, 2026 · 3 MIN

拿Google和Amazon的钱,租马斯克的算力:Anthropic到底是AI公司,还是三个巨头的打工仔?

from Marisa Wu · AI Strategy · host Marisa Wu

2026年2月,马斯克说Anthropic"仇视人类、邪恶"。2026年5月6日,他把Colossus 1——22万颗英伟达顶级GPU、300兆瓦算力——整体租给了Anthropic,估算年收入$50-60亿。从"邪恶"到"没有触发我的邪恶探测器",中间什么都没发生。变的只有一件事:利益结构变了。这不是反转,这是权力博弈最真实的样子——没有永远的敌人,只有永远的利益。 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com

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拿Google和Amazon的钱,租马斯克的算力:Anthropic到底是AI公司,还是三个巨头的打工仔?

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