美国企业界正在集体调整其大模型应用策略,从追求最先进模型的"Token最大化"转向成本优化。[1]企业发现绝大多数任务并不需要最昂贵的前沿模型,因此开始灵活切换使用不同模型来降低成本,其中包括采用DeepSeek和月之暗面的Kimi等中国模型。[1]这一转变正在撼动OpenAI和Anthropic等主要模型供应商基于高端模型收费反哺研发的商业模式。[1]
成本差异促使企业做出改变。Cursor的实验显示,用GPT-5.5构建网页浏览器需要花费超过1万美元,而采用自家模型搭配Anthropic的Opus 4.8仅需1339美元。[1]Pylon首席执行官Marty Kausas表示"客户忠诚度是零",该公司从AI供应商免费获得约160万美元的Token额度。[1]Hex首席执行官Barry McCardel透露,在过去两周内,约50%的客户已经在工作流中接入了月之暗面的Kimi模型。[1]
模型切换的频率在加快。Cursor前投资银行家Mike Saeks指出:"过去最适合某项任务的模型每隔几个月才换一次。现在,感觉每周都换好几次。"[1]Zoom首席技术官黄学东引用中文古语"三个臭皮匠,顶个诸葛亮"说明企业采用混用多个模型的策略。[1]微软已在考虑将DeepSeek等中国模型整合到自家平台。[1]
U.S. companies are shifting away from lavish spending on large language model API calls, prioritizing cost optimization over exclusive use of the most expensive cutting-edge models [1]. This marks a fundamental departure from the previous "token maximization" strategy that dominated enterprise AI adoption. Enterprises are discovering that most tasks do not require the priciest frontier models and are now switching flexibly between different options, increasingly incorporating Chinese models such as DeepSeek and Kimi to reduce expenses [1]. This trend threatens the business models of companies like OpenAI and Anthropic, which have relied on premium pricing for high-end models to fund research and development [1].
The scale of this transition is evident across multiple cases. Cursor found that building a web browser using GPT-5.5 cost over $10,000, while using the company's own model paired with Anthropic's Opus 4.8 required only $1,339 [1]. Pylon's CEO Marty Kausas stated that "customer loyalty is zero," noting that his company has received approximately $1.6 million in free token credits from AI suppliers [1]. At Hex, CEO Barry McCardel revealed that "roughly 50% of customers have integrated Moonshot's Kimi model into their workflows within the past two weeks" [1]. According to Cursor advisor Mike Saeks, "the best model for a given task used to change every few months; now it feels like we're switching multiple times a week" [1].
The multi-model strategy is gaining traction among major technology firms. Zoom's Chief Technology Officer Huang Xuedong invoked a Chinese proverb—"three cobblers surpass a master craftsman"—to illustrate how enterprises are adopting a mixed-model approach [1]. Microsoft is reportedly considering integrating Chinese models like DeepSeek into its own platform [1].