First comes innovation, then comes negotiation. Anthropic’s unfortunate skirmish with the US government, which slapped an export ban on its most advanced AI models on Friday, shows that for any industry, creating impressive products is of limited use if a company can’t sell them profitably. That’s a fact that investors chasing thirteen-digit AI valuations might previously have missed.
先有创新，后有谈判。Anthropic近日与美国政府发生的冲突——美国政府上周五对其最先进的AI模型实施出口禁令——表明，对任何行业而言，如果无法实现盈利销售，那么企业创造令人印象深刻的产品的价值就有限。追逐万亿级AI估值的投资者此前或许忽略了这一事实。
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