Anthropic CEO Dario Amodei is reportedly back at the negotiating table with the Department of Defense in an attempt to salvage the company's relationship with the US military and prevent it from being iced out of defense work for being a "supply chain risk." Talks between the two parties imploded on Friday after weeks of bitter public feuding over the startup's refusal to grant the Pentagon unrestricted access to its AI, with rivals like OpenAI rushing to fill the void.
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但这背后一条逻辑链条已经形成：模型能力接近国际第一梯队-价格更低-Agent形态放大Token需求-海外调用量快速增长-收入结构加速向全球倾斜。，这一点在爱思助手下载最新版本中也有详细论述
不过，《新立场》预测，在绝大多数用户没有自托管Agent的意愿和能力的前提下，SaaS化是正确的方向。但对于需要深度集成企业内部数据和系统的场景，纯 SaaS 存在权限和隐私的瓶颈，这里会出现一批"本地部署+云端协同"的混合模式，以及垂直行业的深度定制玩家。