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对比阅读:OpenAI Missed $20B — Will Your AI Sub Get Cut? 与 OpenAI 一年少赚 200 亿美元 — 你每月那点 AI 订阅会不会被砍?

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OpenAIChatGPTAI Subscription·

OpenAI Missed $20B — Will Your AI Sub Get Cut?

Friday Afternoon: I Hit a Wall

Friday afternoon, I was editing copy for a client when ChatGPT suddenly flashed "limit reached." Never happened before. My first thought: "Is my account broken?"

What This Actually Is

FT broke last week: OpenAI's annualized revenue is $20B below what they previously told investors and partners. Plain English: they promised to earn this much this year, now it looks like a massive shortfall.

Why? Two reasons: enterprise discounts were steeper than expected, and individual paid user growth didn't hit targets.

What does this mean for us? My friend Xiaolin (Chengdu, runs cross-border e-commerce product selection) told me last week that GPT-4o responses feel noticeably slower—3 seconds before, 8 seconds now. He suspects OpenAI is throttling. Whether that's true or not, the basic logic: less revenue → cut costs → either raise prices or lower quality.

Should You Do Anything?

Cost: $0 (if you're already on the free tier)
Time: 30 minutes
Technical barrier: just sign up in a browser
First step: open claude.ai, register with your phone number; then gemini.google.com, log in with your Google account. Copy your 3-5 most-used prompts to notes.

This isn't for everyone—if you only chat with ChatGPT a couple times a month and close it, you're fine. But if you depend on it for work, you really need a backup.

Advice by Stage

If you're just starting out (barely using AI): don't panic, the free tier still works. Use it until you actually hit a wall.

If you have 1-2 clients (relying on AI daily): strongly recommend setting up backups—sign up for Claude and Gemini, save your prompts to notes. Don't put all eggs in one basket. I was lazy about this once and paid for it.

If you're scaling (small team running on AI): consider whether monthly fees will rise, plan ahead. Also consider domestic alternatives (DeepSeek, Tongyi Qianwen, Kimi) for non-core tasks to save money.

来源: www.ft.com
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OpenAIChatGPTAI订阅·

OpenAI 一年少赚 200 亿美元 — 你每月那点 AI 订阅会不会被砍?

周五下午,我卡住了

周五下午,我帮客户改文案,ChatGPT 突然弹'已达上限'。以前从没这情况。我第一反应是'账号是不是出问题了'。

这事到底是个啥

FT 上周爆出:OpenAI 的年化收入比之前内部对外说的数字,少了 200 亿美元。说人话就是——他们告诉投资人和合作伙伴今年能赚这么多,现在看可能少赚一大截。

为啥少?两个原因:一是给大客户的折扣比预期狠,二是个人付费用户增长没预想那么快。

对咱们有啥影响?我朋友圈里的小林(成都,做跨境电商选品)上周跟我说,他感觉 GPT-4o 响应明显变慢——之前 3 秒出答案,现在要 8 秒。他怀疑 OpenAI 在悄悄限速。是不是真的我不确定,但收入少 → 要省成本 → 要么涨价要么降质,是基本逻辑。

咱要不要动作?

成本:0 元(如果你本来就在用免费版)
时间:30 分钟
技术门槛:会用浏览器注册账号就行
第一步:打开 claude.ai,用手机号注册一个;再打开 gemini.google.com,用 Google 账号登录。把平时常用的三五个 prompt 复制一份存到备忘录。

这工具不是所有人都需要——你一个月就用 ChatGPT 聊两句天,看完关掉就行。但靠它干活的朋友,备胎真的该有。

分人群建议

如果你刚起步(还没怎么用 AI):别慌,现在免费版还是够用的,先用着,等真卡了再换。

如果你有 1-2 客户(每天都在依赖 AI):强烈建议装备胎——Claude 和 Gemini 各注册一个,prompt 存到备忘录。鸡蛋别放一个篮子里,这事我之前犯过懒,吃过亏。

如果你在扩规模(小团队都靠 AI 干活):考虑下月费会不会涨,提前算账。也可以看看国内替代(DeepSeek、通义千问、Kimi)做非核心任务,省钱。

来源: www.ft.com