# Rohan Paul 引述 The Information：OpenAI 的 Luna 降价 80% 带动约 10X-13X 用量，Anthropic 高端定价承压

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-09-09 14:19
- AIHOT 分数：60
- AIHOT 链接：https://aihot.news/items/cmttqbkb10j9crofp0merg366
- 原文链接：https://x.com/rohanpaul_ai/status/2097570654430319079

## AI 摘要

Rohan Paul 引述 The Information 报道称，OpenAI 对 Luna 降价 80% 后用量增长约 10X-13X，令 Anthropic 的高端定价经济承压。报道指出 Anthropic 的 IPO 故事部分依赖投资者相信其能维持溢价定价并保持营收高速增长，而随着模型质量趋同和更便宜的模型（包括开源 AI）增多，其定价能力可能减弱。

## 正文

OpenAI's 80% Luna price cut drove roughly 10X-13X usage, putting Anthropic's premium economics under pressure.

The Information published a piece.

Anthropic's IPO story partly depends on investors believing it can keep charging premium prices and still grow revenue very fast.
OpenAI's price-cut experiment raises doubt about that assumption.