Anthropic's timing doesn't seem to be just a coincidence. Claude recently jumped to the number one spot in the App Store's free apps charts, dethroning ChatGPT in the process. The rise in popularity likely stems from its recent dispute with the Department of Defense, where Anthropic refused to budge on AI guardrails related to mass domestic surveillance and fully autonomous weapons. On the other hand, OpenAI will be taking Anthropic's vacated role with the Department of Defense, leading to a trend of users boycotting ChatGPT and canceling their subscriptions.
这意味着,公司必须在高基数下维持翻倍式增长,并持续优化成本结构。一旦增速放缓或毛利率改善不及预期,估值可能将迅速收缩。
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Then there's the AirPods Max, which are downright archaic in hardware terms. Could we see a new pair of Max headphones at Apple's September event? It's an exciting thought, but we'll have to wait till fall to find out.