AI公司争夺更好数据，而非只追求更好的模型
AI Companies Work for Better Data, Not Better Models
Glasswing Ventures创始人Rudina Seseri认为，OpenAI和Anthropic的成功也暴露出效率限制；同期报道称Anthropic正洽谈以60亿美元收购Decart。
在彭博社节目中，Glasswing Ventures创始人兼管理合伙人Rudina Seseri讨论了AI行业近期动态。她指出，OpenAI和Anthropic等大型AI公司的成功也构成其局限，因为这些公司并不高效。节目同时提到，Anthropic据报道正与初创公司Decart洽谈一项60亿美元收购交易。
对 AI 行业的影响
如果领先模型公司的瓶颈从模型能力转向数据质量和运行效率，竞争将更多围绕数据获取、数据处理和推理成本展开。模型公司可能通过收购拥有专门数据或效率技术的初创企业补强能力；对投资者而言，数据资产和单位计算效率的重要性将提升。
原文参考
来源：Bloomberg Technology · 2026-08-14
Rudina Seseri, founder and managing partner of Glasswing Ventures, joins Businessweek to discuss latest AI-related headlines including reports that Anthropic is in talks to buy startup ‘Decart’ for $6 Billion. She argues that with many of the major AI companies operating today like OpenAI and Anthropic “their success is also their limitation, which is they’re not efficient.” (Source: Bloomberg)