挑战苹果？山姆奥特曼将AI终端视为OpenAI下一个重点

鞭牛士2025-12-21

12月21日消息，据《财富》（Fortune）报道，OpenAI 与苹果之间的关系，正在从“合作与互补”，逐步演变为潜在的正面竞争。核心不在于谁的模型更强，而在于AI 将以什么形态进入人们的日常生活。报道指出，Sam Altman 已多次公开表达一个观点：当 AI 真正成熟，它不应该只是手机里的一个应用，而应该以全新的硬件形态存在。这种设备，可能并不长得像今天的 iPhone，但会围绕 AI 重新...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221082551a6bbd8c2&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月21日消息，据《财富》（Fortune）报道，OpenAI 与苹果之间的关系，正在从“合作与互补”，逐步演变为潜在的正面竞争。核心不在于谁的模型更强，而在于AI 将以什么形态进入人们的日常生活。报道指出，Sam Altman 已多次公开表达一个观点：当 AI 真正成熟，它不应该只是手机里的一个应用，而应该以全新的硬件形态存在。这种设备，可能并不长得像今天的 iPhone，但会围绕 AI 重新...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221082551a6bbd8c2&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0689472784.USD","symbol_name":"安联收益及增长基金Cl AM AT 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Ultraman Sam sees AI terminals as OpenAI's next focus","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.95},"content_text":"12月21日消息，据《财富》（Fortune）报道，OpenAI 与苹果之间的关系，正在从“合作与互补”，逐步演变为潜在的正面竞争。核心不在于谁的模型更强，而在于AI 将以什么形态进入人们的日常生活。报道指出，Sam Altman 已多次公开表达一个观点：当 AI 真正成熟，它不应该只是手机里的一个应用，而应该以全新的硬件形态存在。这种设备，可能并不长得像今天的 iPhone，但会围绕 AI 重新定义交互方式。这正好踩在苹果最敏感的位置上。过去十多年里，苹果的核心优势从来不只是硬件参数，而是设备 + 操作系统 + 应用生态构成的完整闭环。iPhone 成为信息与服务的入口，Siri、App Store 和系统权限牢牢掌控在苹果手中。但 AI 的出现，正在挑战这一结构。如果 AI 能够跨应用完成任务、持续理解上下文、主动执行决策，那么它天然具备成为“新系统层”的潜力。而一旦 AI 成为系统层，传统意义上的操作系统和应用分发逻辑，就可能被重新定义。Fortune 在文章中特别提到，Altman 与前苹果首席设计官Jony Ive的合作传闻，让这一设想变得更加具体。Jony Ive 曾是 iPhone 形态的核心塑造者，而如今，他被视为“重新定义 AI 硬件形态”的关键人物之一。这并不意味着 OpenAI 明天就会发布一款“AI 手机”。相反，文章强调，OpenAI 更可能探索一种去屏幕化、去 App 化、以 AI 为中心的设备体验。这种设备未必取代 iPhone，但可能削弱它作为“唯一入口”的地位。对于苹果而言，这是一场异常棘手的竞争。苹果当然可以把 AI 深度整合进现有设备，但这意味着它必须在隐私、算力、本地计算和模型能力之间做出更激进的取舍。而一旦节奏放慢，AI 设备的定义权就可能被外部力量抢走。（鞭牛士、AI普瑞斯编译）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593414060","isCrawlerRequest":true}