AI industry shifts towards cost efficiency priority, OpenAI and Anthropic face growth challenges

According to CNBC, the AI industry is shifting from a high consumption model to an efficiency first approach, and companies are starting to reduce model call costs. Lindy CEO announced that they have switched traffic from Anthropic's Claude to DeepSeek, with an expected savings of millions of dollars. Uber sets monthly limits on internal AI spending. At present, Anthropic's annualized revenue is about $47 billion, and OpenAI's operating rate is close to $25 billion. Microsoft, Amazon, and Google are accelerating the launch of low-cost models, compressing price space, and large model companies are facing expectations of slowing growth and IPO window pressure.