Ngokombiko we-Financial Times yase-UK, amakhasimende ka-Anthropic e-United States asebenzisa ezinye izindlela ezishibhile esikhundleni sethuluzi layo le-AI elinamandla kakhulu. Lokhu kubeka imibuzo ngemodeli yayo yebhizinisi ebiza kakhulu, ngaphambi kwe-IPO okulindeleke ukuthi ibe enkulu kunazo zonke emlandweni wayo.
Idatha yezindleko ezivela ezinkampanini ezingu-70,000 eqoqwe yinkampani yezinkokhelo i-Ramp ikhombisa ukuthi i-Fable 5, imodeli enkulu futhi ebiza kakhulu ka-Anthropic, yenza cishe u-11% kuphela wezindleko sezidlule izinyanga ezimbili yethuliwe, futhi leli zinga seliqala ukuzinza.
Lokhu kwephula umkhuba wokuthi abasebenzisi bezinkampani bakhethe ngokuzenzakalelayo imodeli enamandla kakhulu. Abahlaziyi nabatshalizimali baka-Anthropic bathi lolu shintsho luqhutshwa kakhulu yintengo ephezulu ye-Fable kanye neqiniso lokuthi amamodeli amadala angakwazi ukusingatha izidingo eziningi zebhizinisi.
Uma lolu shintsho luqhubeka, lungaguqula ngokuphelele indlela yebhizinisi yamalabhorethri asezingeni eliphambili. Kuze kube manje, la malabhorethri asebenzise ingxenye enkulu yezigidigidi zama-dollar ezindlekweni zokuthuthukisa ekuqeqesheni amamodeli amakhulu nayinkimbinkimbi kakhulu.
“Abantu abaningi abadingi ukusebenza emkhawulweni ophambili,” kusho uMiles Clements, umlingani kwa-Accel. I-Accel itshale cishe u-$1 billion ku-Anthropic (inothi: cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-6.729 ngokwezinga lokushintshisana lamanje). Wengeze ngokuthi isikhathi lapho amakhasimende ayekhetha amamodeli asezingeni eliphambili kuphela “akusona isikhathi esizohlala isikhathi eside”.
UClements uthe impumelelo kwezobuhlakani isabalulekile ekufezeni izithembiso ezinkulu kakhulu zalezi zinkampani, njengokwelapha izifo, nasekuheheni abacwaningi abahamba phambili, kodwa lezi zinhlobo zizogcina sezisetshenziswa kakhulu njengezinto zokubonisa amakhono.
Ukwethulwa kwe-Fable 5 ekuqaleni kukaJuni kwaphazanyiswa uhulumeni kaTrump, owaphoqa u-Anthropic ukuthi ahoxise imodeli ngenxa yokukhathazeka ngokuvikeleka kwezwe.
Selokhu uhulumeni wase-US wagunyaza ukuthi ibuye itholakale ngo-1 Julayi, ukukhathazeka ngokuthi ukufinyelela ku-Fable kungaphinde kukhawulelwe kwehlile. Ngokusho kwabahlaziyi nabatshalizimali, ukungaqiniseki kwezombusazwe sekuyinto encane kunentengo nokusebenza ekunqumeni imodeli ekhethwa amakhasimende.
Isidingo se-Fable sehlile, futhi ukusabalala kwayo kuhamba kancane kunemikhiqizo yangaphambilini esezingeni eliphambili, okwandisa ukungaqiniseki kuka-Anthropic ngaphambi kwe-IPO. Abatshalizimali balindele ukuthi le IPO inikeze leli qembu inani elingu-$2 trillion (cishe ama-yuan ayizigidigidi ezingu-13.46 ngokwezinga lokushintshisana lamanje) noma ngaphezulu, futhi ingase yenzeke ekuqaleni kwenyanga ezayo.
Imali engenayo ka-Anthropic ngoJulayi yayingaphansi kwezibikezelo ezinethemba elikhulu kakhulu zabatshalizimali, ababekulindele ukuthi ukuthengiswa kwayo konyaka kufinyelele ngaphezu kuka-$80 billion (cishe ama-yuan ayizigidigidi ezingu-538.329 ngokwezinga lokushintshisana lamanje). U-Anthropic utshele abanikazi bamasheya ngesonto eledlule ukuthi imali engenayo yenyanga edlule, uma ibalwa ngesilinganiso sonyaka, yafinyelela ku-$65 billion (cishe ama-yuan ayizigidigidi ezingu-437.392 ngokwezinga lokushintshisana lamanje), isuka ku-$47 billion (cishe ama-yuan ayizigidigidi ezingu-316.268 ngokwezinga lokushintshisana lamanje) ngoMeyi.
Noma kunjalo, le nkampani esafufusa eholwa yi-CEO u-Dario Amodei isakhula ngesivinini esimangalisayo, njengoba imali engenayo ikhule cishe izikhathi eziyisikhombisa kusukela ekuqaleni konyaka.
Ngokusho kwabantu abanolwazi ngalolu daba, u-Anthropic uqophe inzuzo yokuqala yokusebenza elungisiwe engxenyeni yesibili yalo nyaka, futhi watshela abatshalizimali ukuthi kungenzeka iphinde ibe nenzuzo engxenyeni yesithathu. Le nkampani iphinde yatshela abatshalizimali ukuthi inamakhasimende angu-6000 achitha u-$100,000 (cishe ama-yuan angu-673,000 ngokwezinga lokushintshisana lamanje) noma ngaphezulu ngonyaka.
Izinkampani zizama ukunciphisa izindleko ze-AI ngokusebenzisa amamodeli ngendlela esebenza kahle kakhulu. Ukuvela kwamamodeli anesisindo esivulekile ashibhile avela e-China nakwezinye izindawo kunikeze amakhasimende ezinye izindlela eziningi kunamalabhorethri aseMelika ahamba phambili.
Ngasikhathi sinye, kunobufakazi bokuthi i-OpenAI ka-Sam Altman iyalulama ngemuva kokwehla ingxenye enkulu ka-2026. Ngokusho kwabantu abanolwazi ngalolu daba, imali engenayo yonyaka yomenzi we-ChatGPT kule kota kuze kube manje inyuke ngo-35%, manje isidlule ku-$40 billion (cishe ama-yuan ayizigidigidi ezingu-269.165 ngokwezinga lokushintshisana lamanje). I-GPT 5.6, eyethulwe ngoJulayi, inyuse ukusebenza kwenkampani ngemuva kwesiqalo esibuthaka ekuqaleni konyaka.
Intengo ye-GPT 5.6 iphansi kakhulu kuneye-Fable 5. Ngokwe-Ramp, i-Opus 5 ka-Anthropic, imodeli encane kodwa enamandla futhi eshibhile, isivele idlule i-Fable ezindlekweni zebhizinisi kusukela yethulwa ekupheleni kukaJulayi.
Ukukhula kwemali engenayo ka-Anthropic kwathinteka ngoJuni, ikakhulukazi ngenxa yesinqumo sikahulumeni wase-US sokukhawulela ukwethulwa kwe-Fable, kodwa kusukela lapho sekubuyile.
U-Ara Kharazian, isazi esikhulu sezomnotho kwa-Ramp, uthe nemithetho kahulumeni kaTrump yokugcinwa kwedatha ivimbele ukwamukelwa kwe-Fable.
UKharazian uthe ukubikezela indlela inkampani ezothuthuka ngayo ezinyangeni ezizayo cishe kuwumsebenzi ongenakwenzeka. “Uma ulandela izitayela zangaphambilini, ubungalindela ukuthi u-Anthropic abuse imakethe. Kodwa ngenxa yokuthi imodeli yakamuva ye-OpenAI inhle kakhulu, kanti i-Fable ayisebenzi kahle, umphumela ube okuphambene ncamashi,” wengeza.