宝玉 (@dotey)T2·Industry
74 pts
Ramp data shows enterprise token consumption rose roughly 65% from early August to mid-October while spending grew only 1.5%, with blended AI prices falling 27% in a single month. Model price cuts, enterprise budget controls and routing to cheaper models are compressing unit costs, creating a buyer's market that pressures the high-growth narrative behind Anthropic's IPO, now expected at a $1.2-1.3 trillion valuation.