
OpenAI与Anthropic正在激烈竞争。其中一家公司在各州的支出方面占据绝对优势。
OpenAI and Anthropic are duking it out. One company dominates state-by-state spending.
YipitData收集了6月至8月期间消费者信用卡与借记卡的AI相关支出数据。
YipitData collected AI spending data from consumer credit and debit cards between June and August.
安德森·霍洛维茨最初于周一在其发布的《全球100款最受欢迎的AI应用》报告中公布了这些数据,结果显示OpenAI遥遥领先。
The data, which Andreessen Horowitz first published Monday in its "Top 100 Gen AI Consumer Apps" report, shows OpenAI with a major lead.
Yipit的数据表明,在47个州中,消费者在OpenAI产品上的支出均高于Anthropic。
People spent more on OpenAI products than on Anthropic's in 47 states, Yipit found.
仅在马萨诸塞州、蒙大拿州和加利福尼亚州,消费者在Claude上的支出才高于OpenAI;此外,华盛顿特区也是Anthropic支出占比更高的地区。在八个州中,OpenAI的支出占比均达到70%以上。
The only states where Claude led in spending were Massachusetts, Montana, and California. Anthropic also led OpenAI spending in Washington, DC. OpenAI owned at least 70% of spending in eight states.
特拉华州对OpenAI的支持尤为明显,其支出占比高达82%;其他达到这一比例的州包括阿拉斯加州(74%)、肯塔基州(71%)、路易斯安那州(71%)、密西西比州(77%)、北达科他州(71%)、新墨西哥州(70%)以及西弗吉尼亚州(72%)。不过这张地图并不能完全反映消费者对各类AI产品的偏好。
Delaware leaned hard for OpenAI at 82%; the other states to reach that threshold were Alaska (74%), Kentucky (71%), Louisiana (71%), Mississippi (77%), North Dakota (71%), New Mexico (70%), and West Virginia (72%). The map isn't a perfect proxy for consumer AI preferences. In measuring spending, the map excludes free users of ChatGPT and Claude.
该数据仅统计了付费用户,未包含ChatGPT与Claude的免费用户;同时由于各州人口数量差异较大,州际对比本身也存在一定局限性。
It's also a state-by-state comparison, something that can be tricky when population levels differ so broadly. Indeed, the biggest state by population (California) swung toward the losing company (Anthropic).
事实上,人口最多的加利福尼亚州反而更倾向于选择表现稍逊的Anthropic。
The map also doesn't include other, more consumer-facing AI companies.
此外,该地图也未涵盖其他面向普通消费者的AI产品——比如Meta推出的AI助手Muse广受用户欢迎,而谷歌产品内置的Gemini也深受大众喜爱。
Meta has recently been scoring big with customers through its AI agent, Muse. Many everyday tech users interact with Gemini, thanks to its native integration in Google products.
尽管如此,这张地图仍能说明一个事实:ChatGPT目前仍处于行业领先地位。
Still, the map is one signal that ChatGPT still reigns supreme.
作为最早进入聊天机器人市场的品牌,ChatGPT早已成为大众心中AI产品的代名词。
It was the first player in the chatbot race, and the name many still associate with AI. ChatGPT and Claude have their differences.
ChatGPT与Claude各有特色:2025年的两项研究指出,ChatGPT更适合辅助人类工作,而Claude则更擅长自动化任务;此外,只有ChatGPT具备图像生成功能。
Two 2025 studies found that ChatGPT is better suited to augmentation, while Claude is better suited to automation. ChatGPT is also the only of the two chatbots with image-generation capabilities.
不过对OpenAI而言,最重要的产品或许并非ChatGPT,而是该公司的AI编程工具Codex。
Still, ChatGPT may not be OpenAI's most important product. That crown goes to Codex, the company's AI coding tool.