山姆·奥特曼阐述了OpenAI实现商业主导地位的三步走愿景。周二，这位首席执行官在旧金山的开发者大会上发布了一系列ChatGPT及相关公司产品的更新，并概述了三部分计划：提供最佳AI模型，使其成为开发者构建应用的最简易平台，并成为企业客户相互触达的“市场”。奥特曼的表述反映出这家AI公司自ChatGPT一炮而红以来经历的巨大增长——以及OpenAI和竞争对手Anthropic面临的压力，即必须通过雄心勃勃的商业计划来证明其高估值的合理性。
Sam Altman laid out OpenAI's three-step vision for business dominance. The CEO revealed a slew of updates to ChatGPT and related company products at its developer conference in San Francisco on Tuesday. He also outlined a three-part plan: provide the best AI models, make them the easiest for developers to build on, and become a "marketplace" for business customers to reach one another. Altman's framing speaks to the vast growth the AI company has seen since it burst into the limelight with ChatGPT — and the pressure that OpenAI and rival Anthropic face to justify their lofty valuations with ambitious business plans.
奥特曼在Fort Mason会场对着一群开发者和员工表示，第一步是“模型”，第二步是“构建”，第三步是“分发”。“我们希望通过一个强大的平台支持你们所有人，构建你们能梦想到的任何东西，”他说。
The first step is "models," then "building," then "distribution," Altman told a crowd of developers and employees at the Fort Mason venue. "We want to support you all with a powerful platform for building whatever you can dream of," he said.
OpenAI最初是一个研究实验室，后来AI引起了硅谷的关注。如今，该公司在模型研究领域面临一大批竞争对手。Anthropic、Meta、谷歌和SpaceXAI都在争夺技术改进，而中国竞争对手则以低价产品紧追不舍。OpenAI仍将大部分算力用于研究。奥特曼周二发布了一款名为GPT-6.1 Sol的新模型，将其定位为最新Astra模型的平价替代品。
OpenAI started as a research lab before AI caught Silicon Valley's attention. The company now faces a whole slew of competitors in model research. Anthropic, Meta, Google, and SpaceXAI fight for improvements, while Chinese competitors nip at OpenAI's heels with cheap offerings. OpenAI still spends most of its computing power on research. Altman announced a new model on Tuesday dubbed GPT-6.1 Sol, which he framed as an affordable alternative to its latest Astra model.
他还宣布推出Ultrafast，一种访问OpenAI模型的明显更昂贵、更快捷的方式。“我们的目标是在整个市场的每个价位上，都为你提供智能与能力的最佳组合，”奥特曼说。这是一个艰巨的任务，将OpenAI置于一场长期的竞争中。Anthropic和其他AI模型公司将继续提升能力并在价格上竞争。
He also announced access to Ultrafast, a markedly more expensive, faster way to access OpenAI models. "Our goal is to give you the best combination of intelligence and capability at every price point in the whole market," Altman said. That's a tall order and sticks OpenAI in a long-term fight. Both Anthropic and other AI model companies will continue to boost their capabilities and fight on price.
随后，奥特曼进入了他的下一阶段：构建。“我们希望你们拥有与我们在OpenAI内部使用的相同工具，”首席执行官表示。他宣布公司已将其Codex AI编码工具迁移至云端，使开发者能够跨设备使用。
Altman then launched into his next phase: building. "We want you to have the same tools we use inside OpenAI," the CEO said. He announced that the company had added its Codex AI coding tool to the cloud, allowing developers to use it across devices.
随后，他展示了一个应用程序编程接口（API），供客户用于构建智能体。另一个用于快速决策的新API赢得了现场观众的热烈掌声。初创公司TypeSafe AI的病毒式传播模型Jev也具备类似功能。阿尔特曼对开发者表示：“我们希望成为你们构建应用的一站式商店。”
Then he revealed an application programming interface, or API, that customers can use to build agents. Another new API, meant for rapid decision-making, got a big round of applause from the crowd. Jev, the viral model from the startup TypeSafe AI, does something similar. "We want to be a one-stop shop for you to build," Altman told developers.
OpenAI拥有一项宝贵资产：庞大的用户群。公司周二表示，每周有超过12亿人使用ChatGPT。它也已成为其他企业接入的首选平台，这些企业希望借此获取用户，或将现有用户与OpenAI的AI技术整合。OpenAI正在强化其作为中介的角色。阿尔特曼表示，企业客户现在可以将其现有OpenAI承诺的一部分用于购买合作伙伴的产品。用户还可以在其他AI产品上“使用ChatGPT”，以消耗自己的一部分Token额度。
OpenAI has a valuable asset: a huge user base. More than 1.2 billion people use ChatGPT every week, the company said Tuesday. It's also become a go-to place for other businesses to plug in, hoping to snag users or integrate their current users with the company's AI tech. OpenAI is now ratcheting up its role as a go-between. Altman said that business customers can now use part of their existing OpenAI commitments toward buying its partners' products. Users can also " with ChatGPT" on other AI products to use part of their own token allotments.
在主题演讲后的问答环节中，《商业内幕》向阿尔特曼询问了这些雄心。这位CEO表示，他将云计算提供商视为如何协助更广泛生态系统的良好范例，并希望OpenAI成为一个路由需求、连接客户的场所。阿尔特曼说：“我们想弄清楚如何将其无处不在，并带动人流、收入和客户，帮助人们创造这些新事物，打造最强大、最丰富的生态系统。”
Business Insider asked Altman about these ambitions during a Q&A after his keynote. The CEO said he sees the cloud computing providers as a good example of how to assist the wider ecosystem and that he'd like OpenAI to become a place to route demand and connect customers. "We want to figure out how to put this everywhere and drive people, revenue, and customers, and help people create these new things and make the most robust, richest ecosystem we can," Altman said.
有爆料？请通过电子邮件scouncil@businessinsider.com联系该记者，或通过短信、Signal、Telegram、WhatsApp联系415-757-8198。请使用个人电子邮箱地址、非工作WiFi网络和非工作设备；这是我们的安全分享信息指南。
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.