ChatGPT只是个开始:奥特曼要打造超级应用

ChatGPT只是个开始:奥特曼要打造超级应用

2025-10-16Technology
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马老师
韩纪飞,早上好。我是马老师,欢迎收听专为您打造的 Goose Pod。今天是10月17日,星期五,早上6点。
小撒
我是小撒。今天我们要聊一个很“燃”的话题:ChatGPT只是个开始,它的缔造者萨姆·奥特曼,正准备下一盘更大的棋——打造一个无所不能的超级应用!
小撒
我们这就开始吧!马老师,你敢信吗?就在过去短短几个月,奥特曼签下了一系列总价值接近一万亿美元的协议!这手笔,简直是科技界的“独孤九剑”,招招都指向未来,一出手就想锁定胜局!
马老师
哎,小撒,你懂的,这个不叫花钱,这个叫‘下注未来’。Altman这个人,他不是在买芯片,他是在打造一个‘武林’,一个AI的‘江湖’。他自己也说了,这个赌注太大,需要整个industry来支持,你懂吧?
小撒
没错!他这就是在集齐‘无限宝石’啊!你看,跟英伟达、AMD签芯片大单,拉上甲骨文搞云计算,还放出话来,‘未来几个月还有更多大动作’。这是要打造自己的‘复仇者联盟’,准备跟全世界的APP开战了!
马老师
我认为,这个影响是立竿见影的。现在年轻人找工作,简历都用ChatGPT写。反过来,HR也用AI来筛简历。这就形成了一个有趣的闭环,一个‘AI的矛’对上‘AI的盾’。你看,连沃尔玛这种传统巨头都在研究怎么招AI人才了。
小撒
这简直就是一场军备竞赛!从招聘市场就能看出来,未来谁掌握了AI人才,谁就掌握了话语权。奥特曼这一系列的动作,不仅仅是技术布局,更是在进行一场深刻的‘人才圈地运动’,提前锁定未来的核心竞争力。
马老师
是的,他不仅仅满足于做一个工具提供者。你看,ChatGPT里已经加入了‘即时结账’功能,还能帮你创建Spotify播放列表,搜索房源。他的野心是把整个互联网的繁杂都折叠进这一个应用里,成为唯一的入口。
马老师
要理解Altman今天的‘狂’,就要看他从哪里来。2015年,OpenAI刚成立的时候,是个非营利组织,你懂的,理想主义,说是要为了全人类的福祉。马斯克当时还是创始人之一,初心是好的。
小撒
是啊!结果没几年,画风突变!2019年,他们搞了个‘利润上限’的模式,还拿了微软10亿美元投资。这就像一个说好要普度众生的少林寺,突然开始开连锁分店,还拉来了大财主入股,说‘我们这也是为了更好地弘扬佛法’嘛!
马老师
这个转型是关键。因为AI的研发太烧钱了,没有商业模式,理想走不远。从GPT-1到GPT-4,就像一个武林高手从初学乍练到内力大成。一开始只能写几句诗,后来能写文章,现在都能看图说话了。这个evolution,速度太快了。
小撒
何止是内力,简直是给了他一本‘九阳神功’!你看,2023年微软又投了100亿美元!有了钱,有了算力,OpenAI就像开了挂一样,新产品一个接一个,从DALL-E的AI绘画到Codex的AI编程,彻底点燃了市场。
马老师
对,然后就是2022年底,ChatGPT横空出世,一夜之间火遍全球。这个产品,我认为,是AI发展史上的一个分水岭。它让普通人第一次如此直观地感受到AI的力量。公司的估值也像坐了火箭,噌噌地往上涨,现在都喊到1570亿美元了!
小撒
可不是嘛!从一个非营利实验室,到科技巨头争相投资的超级独角兽,OpenAI只用了短短几年时间。这发展速度,比小说还传奇!不过,这中间也伴随着创始人马斯克的离开,和一场轰动全球的CEO罢免又回归的风波。
马老师
那场风波,恰恰反映了公司内部的矛盾,你懂的。就是理想主义和商业化之间的张力。但最终,Altman还是回来了,而且权力更集中了。这说明,在现实面前,资本和市场的力量,暂时还是占了上风。
小撒
但是马老师,这‘神功’练得太快,也容易走火入魔啊!OpenAI内部就分成了两派,跟华山派的‘剑宗’和‘气宗’似的。一派是‘应用派’,觉得AI是天大的好事,赶紧商业化,造福人类;另一派是‘安全派’,天天担心AI失控,会毁灭世界。
马老师
这个我同意。这是一个典型的‘快’与‘慢’的博弈。Altman,他就是那个‘快’的代表。他认为AGI,也就是通用人工智能,是人类历史上最大的变革,是个巨大的杠杆,必须抓住。但风险也在这里,你懂的,权力越大,责任越大。
小撒
没错!如果控制不好,就可能像书里写的,变成‘权力的危险游戏’。而且这种权力已经开始向全球蔓延了。有本书叫《AI帝国》,就提到了一个词叫‘AI殖民主义’。说的是这些科技巨头,为了训练模型,在发展中国家雇人审查海量的暴力内容,还大量消耗当地的水电资源建数据中心。
马老师
这是一个很深刻的观察。技术进步的背后,往往隐藏着新的不平等。我们享受着AI带来的便利,但可能没有意识到,它的成本,有一部分是由那些我们看不见的人和地区在承担。这是技术伦理中必须面对的问题。
小撒
而且,权力过度集中本身就是个巨大的风险。当一个应用掌握了我们生活的方方面面,从购物到社交,从工作到娱乐,那它背后的控制者,就拥有了难以想象的影响力。西方的反垄断法一直很严格,但AI的出现,可能会让这种‘超级应用’在西方成为可能。
马老师
是的,技术的发展正在挑战旧有的规则。当一个平台足够强大的时候,它本身就成了一个生态系统,一个‘国中之国’。如何监管,如何确保公平竞争,如何保护用户的数据和隐私,都是摆在全球面前的难题,你懂的。
马老师
这个impact,是双刃剑。一方面,生产力会极大提升。有预测说,单单在美国,生成式AI就能释放4.1万亿美元的产能。这个数字,你懂的,非常惊人。它能赋能各行各业,让效率指数级增长。
小撒
何止是冲击,简直是‘降维打击’!报告说2025年全球会有8500万个岗位被AI取代。虽然也会创造新岗位,但对于那些数据录入员、客服来说,饭碗可能说没就没了。现在连毕业生找工作都难了,因为很多基础的活儿都直接外包给ChatGPT了。
马老师
这是一个社会结构性的挑战。技术替代了重复性劳动,就会倒逼人类去提升自己的创造性、思辨能力和协作能力。我认为,未来的教育,重点不是灌输知识,而是培养人与AI协作的能力。否则,就会被时代淘汰。
小撒
说得太对了!而且还有一个更深层次的问题,就是对我们精神世界的影响。有人过度依赖聊天机器人,把它当成心理治疗师。已经有报道说,聊天机器人的一些回答,加重了用户的妄想症,甚至推动了自杀等悲剧的发生。技术是冰冷的,它不懂人心啊!
马老师
技术本身是中性的,但如何使用它,考验的是人性。当AI越来越多地介入我们的生活,我们需要建立起新的伦理边界和心理防线。这不仅仅是技术问题,更是社会问题和哲学问题,需要我们所有人共同思考。
小撒
说到未来,奥特曼的野心可不止一个超级APP。他有个比喻,说AI会像‘晶体管’一样,渗透到我们生活的每一个角落。以后我们可能就不再谈什么‘AI公司’了,因为所有东西默认都是智能的,就像现在所有电器默认都用电一样。
马老师
是的,他看到的是一个‘ intelligence is too cheap to meter’的未来,智慧变得极度廉价。到那个时候,我认为,真正稀缺的,反而是人的决心、意志力和创造力。机器可以提供无限的答案,但提出好问题,做出好选择,还是要靠人,你懂的。
小撒
完全同意!当人人都能拥有一个超级AI助理的时候,比拼的就不再是信息获取能力,而是你使用这个工具的想象力和决断力。这或许会是一个更加公平,也更加考验个人能力的时代。
马老师
总而言之,奥特曼的超级应用,只是他宏大蓝图的第一步。这盘棋很大,我们都在其中,既是见证者,也是参与者。
小撒
没错,未来已来,只是尚未流行。今天的讨论就到这里。感谢您收听Goose Pod,我们明天再见!

## OpenAI's Sam Altman Aims to Create the "Everything App" with ChatGPT **News Title:** ChatGPT is just the start: Sam Altman wants to create a super-app **Author:** Danny Fortson **Publisher:** The Times **Publication Date:** October 11, 2025 This news report details the aggressive expansion strategy of Sam Altman, CEO of OpenAI, to transform ChatGPT into a singular "everything app" that integrates a vast array of online services. Altman's vision is to consolidate the fragmented internet into a single, user-friendly interface, positioning ChatGPT as the dominant operating system for the AI era. ### Key Developments and Strategic Moves: * **Massive Investment and Partnerships:** In the past four weeks, Altman has secured chip and data-center deals exceeding **$500 billion** with major tech players: * **Oracle** * **Nvidia:** To invest up to **$100 billion** in OpenAI to build data centers. * **Advanced Micro Devices (AMD)** * **New Product Launches:** * **Sora 2:** A new social media app enabling users in America and Canada to create AI-generated videos of themselves, directly challenging TikTok. * **"Instant Checkout" Feature:** Launched in late September, this feature allows users to purchase products from **five million** Shopify-managed stores without leaving the ChatGPT app. * **App Integration Capability:** Unveiled shortly after "Instant Checkout," this allows users to perform tasks like creating Spotify playlists or searching for homes on Zillow directly within ChatGPT. * **Ambition to Consolidate the Web:** Altman's overarching goal is to "collapse the chaos of the web" into a single interface, effectively turning ChatGPT into a personal assistant, travel agent, confidant, legal advisor, doctor, and personal shopper. This is likened to Marc Andreessen's earlier observation that "software is eating the world," with Altman aiming to "eat the entire internet." ### Growth and Financials: * **User Base:** ChatGPT is currently used by over **800 million people weekly**, less than three years after its launch in November 2022. * **Valuation:** A recent share sale valued OpenAI at **$500 billion**, a 35-fold increase from its valuation just three years prior. * **Projected Expenses:** Despite its rapid growth, OpenAI projects it will **burn through $115 billion (£85 billion)** in cash between now and 2029. ### The "San Francisco Consensus" and AGI: * The underlying belief driving Altman's blitz is the "San Francisco consensus," as described by former Google CEO Eric Schmidt. This is the conviction that OpenAI and a few rivals will soon achieve **Artificial General Intelligence (AGI)**, or "superintelligence"—AI that surpasses human capabilities in all cognitive tasks. * This vision foresees the proliferation of "agents"—autonomous AI applications that perform tasks on behalf of users, potentially saving significant time and cost compared to human labor. * Alex Blania, CEO of World, a digital identity startup founded by Altman, stated that entities achieving AGI could generate "more profit than anything we've ever seen," potentially representing a "significant percentage of global GDP." ### Market Impact and Concerns: * **AI Bubble:** The rapid inflation of the AI bubble is attributed to this belief in the technology's power and the immense market opportunity. * **Valuation of Startups:** Even revenue-free startups like Thinking Machines Lab, launched by OpenAI co-founder Mira Murati, can achieve valuations of **$12 billion** shortly after launching their first product. * **Economic Contribution:** Ruchir Sharma, an investor at Rockefeller International, estimated that **40% of America's GDP growth** this year was driven by AI spending. * **Consolidation of Power:** Professor Hany Farid of UC Berkeley expresses concern about the consolidation of power, noting that the need for massive computing, data, and infrastructure will likely lead to a "relatively small number of winners" controlling the AI landscape. He worries that "your entire online existence is going to be funnelled through, essentially, four or five billionaires who control the key players." * **"Super-App" Concept:** The ambition mirrors the success of "super-apps" like WeChat in China, which integrates numerous services. However, Western markets have historically seen less consolidation due to antitrust regulations and competition. * **Risks and Negative Anecdotes:** * **Mental Health Impact:** Disturbing anecdotal evidence suggests chatbots are assuming outsized roles, with potentially devastating consequences. OpenAI faces a lawsuit from the parents of a 16-year-old who allegedly died by suicide after being influenced by the chatbot. Reports of AI "psychosis" are also increasing. * **Job Displacement:** Young graduates are finding it harder to secure jobs as companies increasingly use AI for routine tasks. * **Historical Parallels:** The current AI boom is compared to the dotcom crash, with a sense of "moving fast and breaking things." ### Altman's Vision: Beyond an "Operating System" While some, like Stratechery's Ben Thompson, compare Altman's strategy to Bill Gates turning Windows into the dominant "operating system" of its era, Altman himself sees AI as something more fundamental. He likens AI to the **transistor**, suggesting it will "seep everywhere into every consumer product and every enterprise product."

ChatGPT is just the start: Sam Altman wants to create a super-app

Read original at News Source

You have to wonder whether Sam Altman ever sleeps. In the past four weeks, the billionaire chief executive of OpenAI — and father to a new-born baby — has signed chips and data-centre deals worth more than $500 billion with Oracle, Nvidia and Advanced Micro Devices (AMD).He has also rolled out a new social media app, Sora 2, that allows people (in America and Canada) to make AI-generated videos of themselves — a shot across the bow of TikTok.

Meanwhile, a new “Instant Checkout” feature, launched at the end of September, allows users to buy products from five million shops managed by ecommerce giant Shopify — without ever leaving OpenAI’s ChatGPT app. Days after this, the company unveiled a capability to integrate other apps, allowing users to create a Spotify playlist or search for homes with Zillow (the equivalent of Rightmove) from, again, inside ChatGPT.

It even rivals YouTube by serving up videos in its search results.• Nvidia to invest up to $100bn in OpenAI to build data centresWhile some of those features, announced at OpenAI’s demo day in San Francisco last week, are rolling out gradually, the plan is coming into focus: to collapse the chaos of the web, with its limitless pages, into a single interface.

Marc Andreessen, the famed billionaire tech investor, famously wrote at the dawn of the social media era that “software is eating the world”. Altman? He appears to be trying to eat the entire internet, by turning ChatGPT into the “everything app” to rule them all — a singular tool that people can turn to as their personal assistant, travel agent, confidant, legal adviser, doctor and personal shopper.

• Silicon Valley’s AI-fuelled madness has echoes of the dotcom crashThe 40-year-old’s quest is both wildly ambitious and, at its heart, quite simple. “Most people will want to have one AI service, and that needs to be useful to them across their whole life,” he said last week to Ben Thompson of the technology site Stratechery.

“I do feel like this is a once-in-a-lifetime opportunity for all of us and we’ll take the run at it.”ChatGPT is now used by more than 800 million people each week, and it was launched only just under three years ago in November 2022. Despite OpenAI’s internal projections that it will burn through $115 billion (£85 billion) in cash between now and 2029, such is the pace of its growth that a recent share sale valued the company at $500 billion — 35 times its value just three years ago.

Stratechery’s Thompson posited that Altman is apeing Bill Gates by turning ChatGPT into the dominant “operating system” of this new age. “OpenAI is making a play to be the Windows of AI,” Thompson said. At its height, Windows was used on more than 80 per cent of the world’s personal computers.Underlying Altman’s blitz is what former Google chief executive Eric Schmidt has dubbed the “San Francisco consensus”: the belief that OpenAI, and a handful of rivals, will very soon create artificial general intelligence (AGI), or “superintelligence” — AI tools that are better than humans at all cognitive work.

Altman poses with OpenAI’s president Greg Brockman and Nvidia’s Jensen Huang on the day of the announcement of the $500 billion tie-up with the chipmakerNVIDIAUnder this vision, “agents” — autonomous AI applications that do things on your behalf — would spring up by the billions, doing in seconds what humans might do in hours or days, and for a fraction of the cost.

Everyone would suddenly be endowed, in effect, with a personal AI workforce marshalled by a preferred chatbot, diverting money away from the humans whom you might once have paid for that work.“If you have a couple of entities that actually crack AGI, these entities will make more profit than anything we’ve ever seen,” Alex Blania, chief executive of World, the digital identity start-up founded by Altman six years ago, told The Sunday Times in 2023.

“You’re talking about a significant percentage of global GDP [gross domestic product].”That belief, both in the power of the technology and the size of the opportunity, is why the AI bubble has been inflated so quickly. It is why Thinking Machines Lab — a revenue-free start-up, launched by OpenAI co-founder Mira Murati, that launched its first product just days ago — can be valued at $12 billion.

Ruchir Sharma, a writer and investor at the equity research firm Rockefeller International, recently estimated that 40 per cent of America’s GDP growth this year was due to AI spending.• OpenAI’s former tech boss Mira Murati launches own start-upFor Altman, the tip of the spear is forging the world’s dominant AI super-app.

“We’ve gone from people’s entire world [being] social media, which was pretty awful but at least there was a chance of diversity,” said Hany Farid, a professor at UC Berkeley School of Information at the University of California. “The thing about these large language models [the basis for the likes of ChatGPT] is that there are going to be a relatively small number of winners, because you need massive computing, massive data, massive infrastructure.

Your entire online existence is going to be funnelled through, essentially, four or five billionaires who control the key players. I worry about that consolidation of power. I think it’s dangerous.”The notion of “super-apps” is not new. WeChat, in China, is indispensable; people rely on it to make calls, shop, hail cabs, pay bills, read news and play games.

There is no such app in the West, where antitrust regulation and fierce competition have kept any one company from consolidating power to that degree.Video-creation app Sora is being touted as a challenger to TikTokSAMUEL BOIVIN/SHUTTERSTOCKWhat makes this moment different is the nature of AI itself.

It is human-like — a conversational engine inviting intimacy and trust; that one of the prime-use cases of these systems is therapy speaks to just how different the technology is from what has come before. And AI is also already better than most non-specialists at most things. • Chatbot therapists are here.

But who’s keeping them in line?Where Altman has sprinted to a lead is by beginning to gather the disparate strands of our digital lives, spread across countless apps and services, and to thread them into a single product.There is, of course, a cost. Disturbing anecdotal evidence is mounting that shows how chatbots are assuming outsized roles in people’s lives, with sometimes devastating results.

The parents of 16-year-old Adam Raine sued OpenAI in August, alleging that the chatbot pushed him toward suicide. Reports of AI “psychosis”, where chatbots have been found to egg on people suffering from delusions, are on the rise. Young graduates, meanwhile, are finding it harder to land jobs because companies are paying ChatGPT, Claude and other bots to handle rote tasks that not long ago were the province of young people.

• Inside the battle for graduate jobs: ‘We have Firsts but no work’Yet the prize is so vast that Altman and his ilk are ploughing ahead regardless. “We’re basically doing the same thing we did with social media,” Farid said. “Early on, there were signs that something was not right, but we kept moving fast and breaking things.

”Altman is undeterred. But he is not trying to create the “Windows of AI”; he is eyeing something even more fundamental. “My favourite historical analogy [for AI] is the transistor,” he said, referring to the building block of modern life. “I think it will just kind of seep everywhere into every consumer product and every enterprise product.

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