伯恩斯坦：2026年全球互联网：人工智能模型的商业化框架和市场细分报告（英文版）

A shift in the AI zeitgeist? We’re long-term AI bulls, and have increasingly built agenticAI into our day-to-day workflows. That said, several recent events strike us as being noteworthy as far as AI competition and ROI is concerned. The high cost of Anthropic’s Claude Fable 5 pricing causing devs to ration usage feels like a notable development. See also headlines pointing to OpenAI potentially cutting prices to win share, and large AI users(e.g. Tencent, Microsoft) doing a double-take on th