尽管OpenAI在周二年度开发者大会上推出的新工具‘dots’吸引了大量关注，但真正反映该公司及AI行业现状的却是其定价层级的变化。
Reed’s view While OpenAI’s new tool, dots, stole much of the spotlight at its annual developer day Tuesday, it was the change to its pricing tiers that says more about the company and the AI industry.
现在，每月200美元的套餐提供的代币数量减少了一半；同时，还推出了每月500美元的套餐，其价格之高令人咋舌。这种成本上升的现象进一步表明AI领域存在严重的计算瓶颈。
OpenAI’s $200-per-month plan now comes with half the tokens. And there’s now an eye-popping $500-per-month plan that makes the price of diesel these days seem like nothing. The cost creep is another indication there is a severe compute bottleneck in AI.
提供始终在线的智能助手工具将耗费OpenAI和Meta（该公司最近推出了名为Muse的智能助手）大量资金，而且目前尚不清楚这些工具能否真正发挥出预期效果。
Offering always-on, agentic assistant tools will cost OpenAI and Meta — which recently launched its cutesy agent Muse — a ton of money, and it’s not clear yet that these agents will work well.
许多AI产品往往过度承诺，因为可用的代币数量有限（且成本过高），无法使其达到最佳性能。
AI products often overpromise because there just aren’t enough tokens to go around (and it would be too expensive) to make them capable at their maximum potential.
我尚未使用过‘dots’，但据反馈，Meta的Muse经常遇到付费墙和验证码等问题需要解决。
I haven’t yet worked with dots, but people are so far finding Meta’s Muse runs into paywalls and CAPTCHA hurdles they have to troubleshoot.
相比之下，我的Codex正在为我高效地完成各种任务，目前看来‘dots’可能还无法取代我已投入时间开发的项目。OpenAI在实现更宏伟目标时也需要巨额资金支持。
Meanwhile, my Codex is humming away doing cool and useful things for me, and it’s not clear that my dot will be able to replace some of the projects I’ve already put time into building. Dots will likely wind up like a lot of new AI tools and features: completely amazing and, simultaneously, not quite there yet.
例如，该公司最近仅用了一个周末就花费了约1000万美元来解决Navier-Stokes数学方程的一部分。
It costs OpenAI fortunes to do its more ambitious tasks, too. It recently spent about $10 million over roughly a weekend to solve part of the Navier-Stokes math equations.
如果AI真的发展到足以在圣诞节前取代人类的程度，那么代币价格应该会下降，而非上升，解决数学问题的成本也会大幅降低。
If AI was getting to the point where it’s so efficient it can take out humanity by Christmas, as so many fear, the price of tokens would be going down, not up, and it would cost a lot less to solve math problems.
据彭博社报道，OpenAI正计划以1.4万亿美元的估值筹集300亿美元的新资金，同时推迟了IPO进程。
Notable OpenAI is looking to raise $30 billion in a new round of funding at a $1.4 trillion valuation, as the AI lab delays its IPO, Bloomberg reported.