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Jaeden Schafer: 我观察到OpenAI正在加速被企业采用，越来越多的企业选择OpenAI的工具。根据Ramp的数据，截至四月份，32%的美国企业正在为OpenAI的模型付费订阅，这个数字相比一月份的19%有了显著增长。虽然Anthropic也在增长，但谷歌的AI订阅用户却在下降，这表明用户可能认为Google Gemini在实际应用中表现不佳。我自己的公司AI Box也使用了Anthropic的云代码工具，它极大地提高了我们的开发效率。OpenAI的商业用户数量也在快速增长，预计未来几年收入将大幅增加。总而言之，OpenAI正在快速增长，其竞争对手很难赶上。
Deep Dive
OpenAI's market share in AI is rapidly increasing, with 32% of US businesses using its services as of April, compared to 19% in January. This growth is significantly outpacing competitors.
- OpenAI's market share increased from 19% to 32% between January and April.
- The growth rate is described as "mind-blowing" and indicates the market is still in its early stages.
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