TGINSIGHT SIMILAR POSTS
Source channel @githubtrending · Post #15532 · Feb 28
#go#2api#antigravity2api#cc2api#claude#claude_code#codex#crs#crs2#gemini Sub2API is an open-source AI API gateway that shares quotas from subscriptions like Claude Code ($200/month) across users via generated API keys. It manages multiple accounts, tracks token usage for precise billing, balances loads smartly, limits concurrency/rates, and offers an admin dashboard. Easy deployment via one-click script or Docker on Linux with PostgreSQL/Redis. You benefit by cutting AI costs through efficient sharing, accessing services seamlessly with native tools, and self-hosting for secure, scalable control without vendor lock-in. https://github.com/Wei-Shaw/sub2api
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@eco_cn · Post #29975 · 03/17/2026, 03:42 AM
摩根大通：在CPO方面，市场叙事已经历从熊到中性再到看多的完整轮转。早期市场担忧CPO的普及会压缩收发器收入，但这一逻辑已被事实证伪——CPO带来的增量营收机会对相关公司的增长预期形成叠加而非替代。 行业分析机构预测，#CPO 市场规模将从2027年的不足5亿美元，增长至2030年的约100亿美元，其中规模扩展（scale-up）应用场景而非规模延伸（scale-out）是主要增长引擎。 投资者的关注点也随之转移：在确认光学公司整体受益于CPO之后，下一阶段的核心问题在于CPO赢家与输家的分化。摩根大通认为，Coherent #COHR 和Lumentum #LITE 凭借既有订单及英伟达的供应链定向投资，已稳固确立了CPO赢家地位。