Anthropic 已成为 SpaceX 最大客户，上季度占其销售额的三分之一，凸显了科技市场的高度集中。
Anthropic became SpaceX’s biggest customer, accounting for a third of sales last quarter, underscoring the intense concentration of the tech market.
投资者日益担忧，AI 行业乃至整体经济正过度依赖少数公司的表现，若其中一家倒闭，将增加市场动荡的风险。
Investors have grown concerned that the AI industry — and the economy writ large — is becoming overreliant on the performance of a small number of firms, thus increasing the risk of market destabilization if one fails.
Anthropic 本周在 IPO 募股说明书中披露，其近半数收入来自亚马逊、谷歌和微软等同行科技巨头。
Anthropic itself revealed in an IPO prospectus this week that almost half of its revenue comes from fellow tech giants Amazon, Google, and Microsoft.
桥水基金在致客户的报告中表示：“集中化与加速本身也存在风险。这意味着需要更多纯粹的运气来维持经济运转。”
“Concentration and acceleration are also risky in their own right,” Bridgewater said in a note to clients. “They mean that more plain luck is needed to keep economies chugging.”