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阿里通义:下载30亿次,开源卖的是调用量

  • 2026-09-25 15:35:12
阿里通义:下载30亿次,开源卖的是调用量

阿里通义：下载30亿次，开源卖的是调用量

Qwen的开源模型累计下载破了30亿次，衍生模型超过30万个，云栖当天全线API价格最高下调95%。

我最初以为这是降价抢份额，翻了口径后发现是换收入结构。开源不收授权费，等于把获客成本压到近乎为零；30万个衍生模型是锁定开发者的转换成本；降95%则是把需求从买授权赶到买Token。收入从一次性的授权确认，变成随调用量走的经常性收入。

代价同样真实：价格是自己砍的，毛利要先承受一轮压缩，能不能靠规模把单位成本压回来，是这条模型唯一的验证点。Qwen未单独披露营收与估值。


#西格邦 #阿里通义 #大模型 #开源生态 #云栖大会

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  3. 缓存信息 : 0 reads,0 writes
  4. 会话信息 : SESSION_ID=74a6231593d0c8de3c2a289c9fbdc2e1
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  1. CONNECT:[ UseTime:0.000690s ] mysql:host=172.18.0.4;port=3306;dbname=no_yeyulingfeng;charset=utf8mb4
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  11. SELECT * FROM `article` WHERE `id` < 492247 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000458s ]
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  13. SELECT * FROM `article` WHERE `id` < 492247 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.000587s ]
  14. SELECT * FROM `article` WHERE `id` < 492247 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.000524s ]
  15. SELECT * FROM `article` WHERE `id` < 492247 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.000536s ]
0.093576s