API revenue is becoming less important. Over the past two years my impression has been that OpenAI made more of their income from subscription revenue while Anthropic made more from their API.
大多数人认为AI公司的主要收入来源是API调用和订阅服务，但作者提出一个反直觉的观点：API收入正变得不那么重要。AI公司正在转向直接面向企业的产品，绕过中间商（如Cursor和GitHub Copilot），这改变了整个AI行业的商业模式和收入结构。