OpenAI的ChatGPT仍然是消费级人工智能领域的代表产品,但它已不再是那个备受瞩目的“新宠”了。本周,在免费应用程序排行榜上,Meta推出的Muse代理超越了ChatGPT,这反映了硅谷对个人人工智能助手的新一轮热潮。Muse能够浏览网页、点击链接、输入信息以及进行文字交流,能够完成用户交给它的各种任务。Meta计划将Muse功能整合到自己的智能眼镜中,并开发一款名为Muse Charm的新设备(该设备的设计灵感来源于经典的电子宠物游戏“Tamagotchi”)。其实,Muse的这些功能并不新鲜——ChatGPT同样具备这些能力。然而,Muse的迅速崛起却让OpenAI的首席执行官Sam Altman感到十分头疼:这表明人工智能工具完全可以不依赖OpenAI的最先进模型来完成任务;同时也意味着Meta会投入大量资金来维持Muse的免费地位。此外,OpenAI长期以来致力于推动ChatGPT在浏览器环境中的应用(这也是Muse的核心功能之一),但这一策略似乎并未形成真正的竞争优势。尽管OpenAI在周二的DevDay会议上完全有能力推出针对Muse的竞争产品,但它目前尚未采取行动。随着早期用户不断探索新的人工智能助手选项,OpenAI有可能被市场抛在后面。目前市场上已有众多竞争对手:比如由23岁年轻人创立的小型初创公司推出的Instinct、SpaceXAI开发的Grok Bot以及拥有强大技术实力的谷歌推出的Gemini Spark;此外,Meta首席执行官Mark Zuckerberg的积极扩张策略也为Muse提供了强大的支持。网络上已经开始流传关于OpenAI可能推出新竞争产品的传闻。OpenAI的产品负责人Thibault Sottiaux也在社交媒体上暗示了新产品的发布计划,他回复了一条关于各种人工智能助手的帖子时,展示了Muse、Instinct和Grok Bot的通知信息,并用了一个表示“够了”的手势表情符号。Techsponential公司的分析师Avi Greengart对Business Insider表示:“目前所有人都在关注这个话题。”
OpenAI's ChatGPT is still the face of consumer AI. But it's no longer the hot new thing. Meta's Muse agent overtook ChatGPT on the free app charts this week, part of a new craze over personal AI assistants in Silicon Valley. Muse can browse, click, type, and chat across the internet, handling tasks you give it. Meta is adding Muse to its smart glasses and building a new Tamagotchi-esque gadget called Muse Charm, it announced at its Connect conference on Wednesday. The capabilities aren't new; ChatGPT can do many of the same things. At the same time, Muse's explosive growth is still a major headache for OpenAI CEO Sam Altman. Muse proves that an AI tool can handle work without relying on OpenAI's frontier models. It shows that Meta will pour huge amounts of money into keeping a ChatGPT competitor free. And it signals that OpenAI's longtime push into "browser use" — one of the capabilities that Muse rests on — isn't turning into a moat. OpenAI hasn't launched a direct answer to Muse, though it could easily do so at its DevDay conference on Tuesday. As early adopters suss out new AI assistant options, OpenAI risks getting left behind. There's Instinct, from a tiny startup run by a 23-year-old. There's SpaceXAI's Grok Bot and Google's Gemini Spark, with all the firepower of those giant companies. And then there's Muse, bolstered by Meta CEO Mark Zuckerberg's aggressive growth tactics. The internet has begun rumbling about rumors of a competitor from OpenAI. And Thibault Sottiaux, an OpenAI product leader, teased a release. He replied to a post about agents, showing notifications from Muse, Instinct, and Grok Bot and saying "it's enough," with a hand-wave emoji. "Everyone is sort of circling around this," Techsponential analyst Avi Greengart told Business Insider. He said each assistant launch fits a general trend from the companies: they're "all trying to arrive at a durable and monetizable way to use AI to, hopefully, improve people's lives." OpenAI's chief rival has always been Anthropic, and all the while, OpenAI owned a major advantage: ChatGPT is way bigger than Claude. OpenAI's tool hit 1 billion weekly active users this year. Against Meta, that brag won't fly. Zuckerberg's empire extends to more than 3 billion daily active users across Instagram, Facebook, Messenger, and WhatsApp. It's easy for Meta to promote a new tool to vast numbers of users, plus the company's advertising business prints enough cash to fund billions in AI compute. Meta's smart glasses have also turned into a hit, giving it another touchpoint for the Muse assistant. More than 2.5 million people downloaded Muse on mobile in the 13 days after its launch, according to Sensor Tower, a market intelligence firm. Seema Shah, vice president of insights at the firm, told Business Insider she sees Muse's simplicity as its biggest draw. The assistant lives in a messenger-style window, handles work quickly, and has garnered rave reviews from techie first adopters. And though it's meant to handle work, it also answers questions, like ChatGPT. Instinct, similarly, leans into ease of use as a selling point — you don't need to download an app. You just text it. If the tools continue their boom in popularity, they could eat into OpenAI's attempt to make it a one-stop shop for work. Shah expects OpenAI to launch something similar to Muse and Instinct. And on Monday, the Information reported that OpenAI is developing features to compete with the new AI assistant apps. We could see the response very soon. Altman wrote on X that he's excited for something big to ship next week, when OpenAI holds its yearly DevDay conference. Shah said that in this still-early stage of AI competition, she assumes no top company wants to be left out of any popular market. She said that despite Muse's speedy growth, the contest is far from over since retention indicates success better than the early wave of downloads. "Even within the chatbots, there are different levels of engagement, different levels of churn, different levels of retention," Shah said. "And ChatGPT is the most successful in those metrics at the moment." Have a tip? Contact this reporter via email at scouncil@businessinsider.com, or over text, Signal, Telegram, or WhatsApp at 415-757-8198. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.
他说,这些新推出的助手工具都符合公司的整体发展趋势:所有公司都在努力寻找一种可持续且能够盈利的方式,来利用人工智能来改善人们的生活。OpenAI的主要竞争对手一直是Anthropic;不过OpenAI一直拥有一个显著的优势:ChatGPT的用户规模远大于Claude。今年,OpenAI的ChatGPT每周的活跃用户数已经达到了10亿。然而,与Meta相比,这一优势已经不再那么明显了。扎克伯格的帝国涵盖了Instagram、Facebook、Messenger和WhatsApp等多个平台,其每日活跃用户总数超过了30亿。Meta能够轻松地将新工具推广给大量用户,而且该公司的广告业务为AI技术研发提供了充足的资金支持。Meta的智能眼镜也取得了巨大成功,为Muse助手提供了另一个推广渠道。根据市场研究机构Sensor Tower的数据,Muse在发布后的13天内就有超过250万人在移动设备上下载了该应用。该公司负责市场分析的副总裁Seema Shah告诉Business Insider,Muse的最大吸引力在于其简单易用的设计:该助手以类似Messenger的应用界面呈现,能够快速处理工作任务,并获得了科技行业早期用户的广泛好评。虽然Muse的主要用途是处理工作任务,但它同样也可以回答问题(就像ChatGPT一样)。类似地,Instinct也强调其易用性作为卖点——用户无需下载任何应用程序,只需通过短信与其交互即可。如果这些工具继续保持高人气,它们可能会对OpenAI打造“一站式工作解决方案”的目标构成威胁。Shah预计OpenAI很快也会推出类似Muse和Instinct的新产品。周一,《Information》杂志报道称,OpenAI正在开发新的功能以应对这些竞争对手。我们或许很快就能看到OpenAI的进一步动作。Altman在X平台上表示,他对OpenAI下周举办的年度DevDay会议感到非常期待,相信届时会有重大新产品的发布。Shah认为,在目前这个AI竞争还处于初级阶段的时期,任何领先的公司都不希望错过任何热门市场。
OpenAI's ChatGPT is still the face of consumer AI. But it's no longer the hot new thing. Meta's Muse agent overtook ChatGPT on the free app charts this week, part of a new craze over personal AI assistants in Silicon Valley. Muse can browse, click, type, and chat across the internet, handling tasks you give it. Meta is adding Muse to its smart glasses and building a new Tamagotchi-esque gadget called Muse Charm, it announced at its Connect conference on Wednesday. The capabilities aren't new; ChatGPT can do many of the same things. At the same time, Muse's explosive growth is still a major headache for OpenAI CEO Sam Altman. Muse proves that an AI tool can handle work without relying on OpenAI's frontier models. It shows that Meta will pour huge amounts of money into keeping a ChatGPT competitor free. And it signals that OpenAI's longtime push into "browser use" — one of the capabilities that Muse rests on — isn't turning into a moat. OpenAI hasn't launched a direct answer to Muse, though it could easily do so at its DevDay conference on Tuesday. As early adopters suss out new AI assistant options, OpenAI risks getting left behind. There's Instinct, from a tiny startup run by a 23-year-old. There's SpaceXAI's Grok Bot and Google's Gemini Spark, with all the firepower of those giant companies. And then there's Muse, bolstered by Meta CEO Mark Zuckerberg's aggressive growth tactics. The internet has begun rumbling about rumors of a competitor from OpenAI. And Thibault Sottiaux, an OpenAI product leader, teased a release. He replied to a post about agents, showing notifications from Muse, Instinct, and Grok Bot and saying "it's enough," with a hand-wave emoji. "Everyone is sort of circling around this," Techsponential analyst Avi Greengart told Business Insider. He said each assistant launch fits a general trend from the companies: they're "all trying to arrive at a durable and monetizable way to use AI to, hopefully, improve people's lives." OpenAI's chief rival has always been Anthropic, and all the while, OpenAI owned a major advantage: ChatGPT is way bigger than Claude. OpenAI's tool hit 1 billion weekly active users this year. Against Meta, that brag won't fly. Zuckerberg's empire extends to more than 3 billion daily active users across Instagram, Facebook, Messenger, and WhatsApp. It's easy for Meta to promote a new tool to vast numbers of users, plus the company's advertising business prints enough cash to fund billions in AI compute. Meta's smart glasses have also turned into a hit, giving it another touchpoint for the Muse assistant. More than 2.5 million people downloaded Muse on mobile in the 13 days after its launch, according to Sensor Tower, a market intelligence firm. Seema Shah, vice president of insights at the firm, told Business Insider she sees Muse's simplicity as its biggest draw. The assistant lives in a messenger-style window, handles work quickly, and has garnered rave reviews from techie first adopters. And though it's meant to handle work, it also answers questions, like ChatGPT. Instinct, similarly, leans into ease of use as a selling point — you don't need to download an app. You just text it. If the tools continue their boom in popularity, they could eat into OpenAI's attempt to make it a one-stop shop for work. Shah expects OpenAI to launch something similar to Muse and Instinct. And on Monday, the Information reported that OpenAI is developing features to compete with the new AI assistant apps. We could see the response very soon. Altman wrote on X that he's excited for something big to ship next week, when OpenAI holds its yearly DevDay conference. Shah said that in this still-early stage of AI competition, she assumes no top company wants to be left out of any popular market. She said that despite Muse's speedy growth, the contest is far from over since retention indicates success better than the early wave of downloads. "Even within the chatbots, there are different levels of engagement, different levels of churn, different levels of retention," Shah said. "And ChatGPT is the most successful in those metrics at the moment." Have a tip? Contact this reporter via email at scouncil@businessinsider.com, or over text, Signal, Telegram, or WhatsApp at 415-757-8198. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.
她说,尽管 Muse 发展迅速,但这场竞赛远未结束——因为用户留存率(即用户持续使用该产品的比例)才是衡量成功的关键指标,而不仅仅是最初的下载量。Shah 表示:“即使在各种聊天机器人中,也存在用户参与度、用户流失率以及用户留存率的差异;目前,在这些指标上表现最出色的是 ChatGPT。”如果您有任何建议或线索,请通过电子邮件(scouncil@businessinsider.com)或短信、Signal、Telegram、WhatsApp(电话:415-757-8198)与我们联系。请使用个人电子邮件地址,并通过非工作用的 WiFi 网络及非工作设备进行沟通;以下是我们提供的安全信息共享指南。
OpenAI's ChatGPT is still the face of consumer AI. But it's no longer the hot new thing. Meta's Muse agent overtook ChatGPT on the free app charts this week, part of a new craze over personal AI assistants in Silicon Valley. Muse can browse, click, type, and chat across the internet, handling tasks you give it. Meta is adding Muse to its smart glasses and building a new Tamagotchi-esque gadget called Muse Charm, it announced at its Connect conference on Wednesday. The capabilities aren't new; ChatGPT can do many of the same things. At the same time, Muse's explosive growth is still a major headache for OpenAI CEO Sam Altman. Muse proves that an AI tool can handle work without relying on OpenAI's frontier models. It shows that Meta will pour huge amounts of money into keeping a ChatGPT competitor free. And it signals that OpenAI's longtime push into "browser use" — one of the capabilities that Muse rests on — isn't turning into a moat. OpenAI hasn't launched a direct answer to Muse, though it could easily do so at its DevDay conference on Tuesday. As early adopters suss out new AI assistant options, OpenAI risks getting left behind. There's Instinct, from a tiny startup run by a 23-year-old. There's SpaceXAI's Grok Bot and Google's Gemini Spark, with all the firepower of those giant companies. And then there's Muse, bolstered by Meta CEO Mark Zuckerberg's aggressive growth tactics. The internet has begun rumbling about rumors of a competitor from OpenAI. And Thibault Sottiaux, an OpenAI product leader, teased a release. He replied to a post about agents, showing notifications from Muse, Instinct, and Grok Bot and saying "it's enough," with a hand-wave emoji. "Everyone is sort of circling around this," Techsponential analyst Avi Greengart told Business Insider. He said each assistant launch fits a general trend from the companies: they're "all trying to arrive at a durable and monetizable way to use AI to, hopefully, improve people's lives." OpenAI's chief rival has always been Anthropic, and all the while, OpenAI owned a major advantage: ChatGPT is way bigger than Claude. OpenAI's tool hit 1 billion weekly active users this year. Against Meta, that brag won't fly. Zuckerberg's empire extends to more than 3 billion daily active users across Instagram, Facebook, Messenger, and WhatsApp. It's easy for Meta to promote a new tool to vast numbers of users, plus the company's advertising business prints enough cash to fund billions in AI compute. Meta's smart glasses have also turned into a hit, giving it another touchpoint for the Muse assistant. More than 2.5 million people downloaded Muse on mobile in the 13 days after its launch, according to Sensor Tower, a market intelligence firm. Seema Shah, vice president of insights at the firm, told Business Insider she sees Muse's simplicity as its biggest draw. The assistant lives in a messenger-style window, handles work quickly, and has garnered rave reviews from techie first adopters. And though it's meant to handle work, it also answers questions, like ChatGPT. Instinct, similarly, leans into ease of use as a selling point — you don't need to download an app. You just text it. If the tools continue their boom in popularity, they could eat into OpenAI's attempt to make it a one-stop shop for work. Shah expects OpenAI to launch something similar to Muse and Instinct. And on Monday, the Information reported that OpenAI is developing features to compete with the new AI assistant apps. We could see the response very soon. Altman wrote on X that he's excited for something big to ship next week, when OpenAI holds its yearly DevDay conference. Shah said that in this still-early stage of AI competition, she assumes no top company wants to be left out of any popular market. She said that despite Muse's speedy growth, the contest is far from over since retention indicates success better than the early wave of downloads. "Even within the chatbots, there are different levels of engagement, different levels of churn, different levels of retention," Shah said. "And ChatGPT is the most successful in those metrics at the moment." Have a tip? Contact this reporter via email at scouncil@businessinsider.com, or over text, Signal, Telegram, or WhatsApp at 415-757-8198. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.