📰 The InformationThe InformationCodex · 实盘不做把握 3/10
北京时间·🕒 发布 02:45:00时区推断·⟳ 抓取 02:46:27·⚡ 决策 07-22 02:49:35 +3m08s·97.7 天前
The Information称NiCE数据显示Anthropic模型在客服场景成本和速度劣于Google与OpenAI小模型
这是一篇行业媒体对模型性能、成本和企业客户偏好的背景性报道,主要受损方Anthropic与OpenAI均不可直接交易。
📄 原文The Information↗ 原文
Anthropic Isn’t the Best at Powering Customer Service, New Data Show
Anthropic’s Opus 4.7 model took more than four seconds to generate the first token among customers whose data NiCE anal…
不做 Alphabet(GOOGL.US)
超大市值主标的仅获模型性能/成本对比的软性利好,未披露客户迁移、订单、收入或份额增量,不做。
不做 Atlassian(TEAM.US)
管理层对Anthropic的评论属于产品竞争话术,无法证明短周期收入或利润改善,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-21 · 扩散 low · price-in 风险 medium ↗
关键理由
- 这是一篇行业媒体对模型性能、成本和企业客户偏好的背景性报道,主要受损方Anthropic与OpenAI均不可直接交易。
- Google Gemini相对Anthropic的速度和成本优势对Alphabet(GOOGL.US)只是超大市值公司的软性竞争叙事,缺少订单、收入、份额或指引层面的可量化增量。
- Atlassian对Anthropic数据使用风险的表态更像产品定位和竞争话术,无法形成对Atlassian(TEAM.US)的短周期同向收入传导。
主要风险
- 若后续出现大型企业明确从Anthropic迁移到Gemini或OpenAI API的合同/用量数据,需要作为新催化重新研判。
原文全文
展开原文 · 7,183 字
Anthropic’s Opus 4.7 model took more than four seconds to generate the first token among customers whose data NiCE analyzed recently, while Google’s Gemini 3 Flash took about one second to do so. Google’s model was also generally speedier than Opus 4.7, generating four times the number of tokens per second.
Despite the speed difference, Anthropic’s model costs 18.5 times *more* than Google’s Gemini 3 Flash. Anthropic has a much speedier model in Opus 4.6 Flash, which has a lower time to first token than Gemini 3 Flash, but it typically costs nearly 100 times more than the Google model, NiCE said. (Anthropic’s cheaper Sonnet and Haiku models are slower and slightly costlier than Gemini 3 Flash, the data show.)
OpenAI’s small, fast models, such as 5.4 mini and 4.1 mini, are also cheaper and increasingly popular options among NiCE customers, Verma said.
And OpenAI recently upped the ante. Earlier this month it launched a state-of-the-art audio model for ChatGPT, although that model isn’t yet sold through an application programming interface, according to OpenAI’s website.
The OpenAI audio model is known as bidirectional, meaning it continuously processes the speaker’s voice so it can immediately adjust its response when it’s interrupted, similar to a conversation between people.
There’s still one big advantage to using Anthropic: accuracy. Anthropic’s Opus 4.7 and 4.6, for example, make mistakes at half the rate of Gemini 3 Flash, NiCE said. That can be meaningful when customers expect excellent service.
“We offer a family of models because different jobs have different needs,” an Anthropic spokesperson said. While models like Fable and Opus are for frontier reasoning tasks that take minutes to days, they said, “Sonnet and Haiku balance high intelligence with speed for more high-volume work. What's consistent across our models is the quality of their completed work.”
**Atlassian Warns Against Anthropic**
Atlassian, like other SaaS providers, markets itself as an AI “orchestrator” that helps businesses switch between models and coding agents to develop software.
Last week, the company launched a bunch of AI updates to Jira, its software project management app. They give teams the ability to assign tasks, such as designing a website login page, to different AI applications including Anthropic’s Claude Code, Microsoft’s Github Copilot, and Atlassian’s own Jira coding agent. It also launched a more advanced version of its Jira AI agent for Slack that bears resemblance to Anthropic’s recently debuted Claude Tag, [an AI agent we covered in detail](https://www.theinformation.com/articles/salesforce-employees-worry-anthropics-invasion-slack).
Similar to Claude Tag, members of a team can tag the Jira agent in their Slack channels, which are essentially group chats, and ask it to analyze messages and create work items for team members. (The Jira agent will also be available in Microsoft Teams soon.)
“I want to have flexibility to use any model, and I don‘t want all of my company’s information and contacts just going to Anthropic,” said Tamar Yehoshua, Atlassian’s chief product and AI officer, on the advantage of using the Jira agent over Claude Tag. For more on the trillion-dollar question of whether top AI labs could use their customers’ data to develop competing products, [see our column from last week](https://www.theinformation.com/newsletters/applied-ai/ai-providers-threat-customers).
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Get ahead of the story. Purchase your ticket to AI Agenda Live, where The Information's reporting team convenes the leaders driving the next era of AI. Early Access pricing available now.
[More details](https://www.theinformation.com/events/ai-agenda-live-2026)
#### [Tuesday, October 27 — The Information’s 2026 WTF Summit](https://www.theinformation.com/events/wtf-summit-2026)
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[More details](https://www.theinformation.com/events/wtf-summit-2026)
Despite the speed difference, Anthropic’s model costs 18.5 times *more* than Google’s Gemini 3 Flash. Anthropic has a much speedier model in Opus 4.6 Flash, which has a lower time to first token than Gemini 3 Flash, but it typically costs nearly 100 times more than the Google model, NiCE said. (Anthropic’s cheaper Sonnet and Haiku models are slower and slightly costlier than Gemini 3 Flash, the data show.)
OpenAI’s small, fast models, such as 5.4 mini and 4.1 mini, are also cheaper and increasingly popular options among NiCE customers, Verma said.
And OpenAI recently upped the ante. Earlier this month it launched a state-of-the-art audio model for ChatGPT, although that model isn’t yet sold through an application programming interface, according to OpenAI’s website.
The OpenAI audio model is known as bidirectional, meaning it continuously processes the speaker’s voice so it can immediately adjust its response when it’s interrupted, similar to a conversation between people.
There’s still one big advantage to using Anthropic: accuracy. Anthropic’s Opus 4.7 and 4.6, for example, make mistakes at half the rate of Gemini 3 Flash, NiCE said. That can be meaningful when customers expect excellent service.
“We offer a family of models because different jobs have different needs,” an Anthropic spokesperson said. While models like Fable and Opus are for frontier reasoning tasks that take minutes to days, they said, “Sonnet and Haiku balance high intelligence with speed for more high-volume work. What's consistent across our models is the quality of their completed work.”
**Atlassian Warns Against Anthropic**
Atlassian, like other SaaS providers, markets itself as an AI “orchestrator” that helps businesses switch between models and coding agents to develop software.
Last week, the company launched a bunch of AI updates to Jira, its software project management app. They give teams the ability to assign tasks, such as designing a website login page, to different AI applications including Anthropic’s Claude Code, Microsoft’s Github Copilot, and Atlassian’s own Jira coding agent. It also launched a more advanced version of its Jira AI agent for Slack that bears resemblance to Anthropic’s recently debuted Claude Tag, [an AI agent we covered in detail](https://www.theinformation.com/articles/salesforce-employees-worry-anthropics-invasion-slack).
Similar to Claude Tag, members of a team can tag the Jira agent in their Slack channels, which are essentially group chats, and ask it to analyze messages and create work items for team members. (The Jira agent will also be available in Microsoft Teams soon.)
“I want to have flexibility to use any model, and I don‘t want all of my company’s information and contacts just going to Anthropic,” said Tamar Yehoshua, Atlassian’s chief product and AI officer, on the advantage of using the Jira agent over Claude Tag. For more on the trillion-dollar question of whether top AI labs could use their customers’ data to develop competing products, [see our column from last week](https://www.theinformation.com/newsletters/applied-ai/ai-providers-threat-customers).
### New From Our Reporters
[https://www.theinformation.com/articles/mercors-fast-growth-relies-biggest-ai-companies-documents-show](https://www.theinformation.com/articles/mercors-fast-growth-relies-biggest-ai-companies-documents-show)Exclusive
#### [Mercor’s Fast Growth Relies on Biggest AI Companies, Documents Show](https://www.theinformation.com/articles/mercors-fast-growth-relies-biggest-ai-companies-documents-show)
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[https://www.theinformation.com/articles/google-plans-new-frozen-chip-run-ai-models-efficiently](https://www.theinformation.com/articles/google-plans-new-frozen-chip-run-ai-models-efficiently)Exclusive
#### [Google Plans New ‘Frozen’ Chip to Run Its AI Models Much More Efficiently](https://www.theinformation.com/articles/google-plans-new-frozen-chip-run-ai-models-efficiently)
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[https://www.theinformation.com/articles/trumps-ai-agenda-collides-reality](https://www.theinformation.com/articles/trumps-ai-agenda-collides-reality)The Big Read
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#### [What the New Kimi K3 Model Really Means for the U.S.-China AI Race](https://www.theinformation.com/articles/new-kimi-k3-model-means-u-s-china-ai-race)
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[https://www.theinformation.com/articles/exclusive-oracle-data-centers-face-multibillion-dollar-cost-surprises](https://www.theinformation.com/articles/exclusive-oracle-data-centers-face-multibillion-dollar-cost-surprises)AI Infrastructure
#### [Exclusive: Oracle Data Centers Face Multibillion-Dollar Cost Surprises](https://www.theinformation.com/articles/exclusive-oracle-data-centers-face-multibillion-dollar-cost-surprises)
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### Upcoming Events
#### [Wednesday, July 22 — Creative Dealmaking in the Age of AI](https://www.theinformation.com/events/lvs-creative-dealmaking-in-the-age-of-ai)
Don't miss The Information's Dakin Campbell moderating an exclusive conversation on financing the AI infrastructure boom. Join leaders from Goldman Sachs, Blue Owl, and Skadden to unpack how Wall Street funds global computing.
[More details](https://www.theinformation.com/events/lvs-creative-dealmaking-in-the-age-of-ai)
#### [Wednesday, July 29 — Intimate Dinner with The Information and EY in New York City](https://www.theinformation.com/events/new-york-city-private-dinner)
Request an invitation to join The Information and EY for an exclusive dinner bringing together senior leaders for candid conversation on closing the trust gap in enterprise AI.
[More details](https://www.theinformation.com/events/new-york-city-private-dinner)
#### [Wednesday, September 23 — AI Agenda Live SF 2026](https://www.theinformation.com/events/ai-agenda-live-2026)
Get ahead of the story. Purchase your ticket to AI Agenda Live, where The Information's reporting team convenes the leaders driving the next era of AI. Early Access pricing available now.
[More details](https://www.theinformation.com/events/ai-agenda-live-2026)
#### [Tuesday, October 27 — The Information’s 2026 WTF Summit](https://www.theinformation.com/events/wtf-summit-2026)
Tickets on sale now: The Information returns to Napa Valley October 27–28 to convene senior women across tech, media, and finance. Join us for two days of intimate, candid conversations with the leaders navigating today’s global shifts.
[More details](https://www.theinformation.com/events/wtf-summit-2026)
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