OpenAI应用CEO首次深度访谈：ChatGPT广告将像Google而非Facebook，Code Red即将终结

硅星GenAI02-12

2026年2月11日，OpenAI应用CEO菲吉·西莫（Fidji Simo）在ACCESS播客中做了一场深度访谈。这是她自2025年8月加入OpenAI以来的首次长篇公开对话。作为前Facebook/Instagram高管、前Instacart CEO，西莫在这场访谈中罕见地系统阐述了OpenAI的广告策略、Code Red状态、AI Agent社交网络等核心话题。这不是一场常规的产品发布。西莫...

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end","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOW":0.6,"GOOP":0.6,"META":0.9,"GOOY":0.6,"GOU":0.6,"GGLS":0.6,"USJW.SI":0.6,"GOOX":0.6,"GOOG":0.9},"content_text":"2026年2月11日，OpenAI应用CEO菲吉·西莫（Fidji Simo）在ACCESS播客中做了一场深度访谈。这是她自2025年8月加入OpenAI以来的首次长篇公开对话。作为前Facebook/Instagram高管、前Instacart CEO，西莫在这场访谈中罕见地系统阐述了OpenAI的广告策略、Code Red状态、AI Agent社交网络等核心话题。这不是一场常规的产品发布。西莫详细解释了ChatGPT的广告模式将\"更像Google的意图系统，而非Facebook的广告机器\"——她曾帮助构建后者；她首次公开确认OpenAI的\"Code Red\"状态即将结束，新模型发布后将恢复正常运营；她透露公司正在探索一个全新的方向：AI Agent社交网络，让个人AI代理帮助管理人类社交关系；她甚至承认，ChatGPT的AI模型可以对广告给出完全中立的评估，甚至批评某些广告。最关键的判断是：OpenAI的广告模式将彻底颠覆传统社交媒体的广告逻辑——AI模型本身不知道广告存在，除非用户询问，而一旦询问，AI可以给出完全中立的评估，甚至批评广告。这种透明度是OpenAI与Facebook/Meta的根本区别。但我们才刚刚开始。以下是这场访谈的核心内容编译。原文链接：https://sources.news/p/openais-fidji-simo-on-ads-in-chatgpt一、从Facebook到OpenAI：广告模式的根本转变西莫在OpenAI的角色很特殊。Sam Altman负责研究和计算团队，其他一切——ChatGPT、Sora、Codex、企业业务、广告等——都归西莫管理。\"对我来说，作为一个负责部署的人，就像是一个孩子进入了糖果店，可以接触到世界上最好的研究实验室。\"西莫在访谈中说。这场访谈于上周五在她位于洛杉矶的家中录制。前Facebook高管的独特视角西莫的背景让她对广告系统有深刻理解。她在Facebook工作了十多年，担任过Facebook App负责人、视频、游戏和货币化副总裁、产品管理总监等高级职位。她推出了Facebook Live（增长到35亿次广播）、Facebook Watch（4亿月活用户），并将视频广告发展为主要收入来源。但当她加入OpenAI后，她意识到这里的广告模式必须完全不同。\"像Google而非Facebook\"西莫明确表示：\"ChatGPT的广告模式将更像Google的意图系统，而非Facebook的广告机器。\"这个区别至关重要：Google模式：基于用户意图（intent-based），当用户搜索\"最佳跑鞋\"时，显示相关广告。广告与用户当前需求高度相关。Facebook模式：基于用户画像和行为数据，通过算法预测用户可能感兴趣的内容，即使与当前对话无关。西莫强调，OpenAI选择Google模式，是因为ChatGPT是一个对话工具，用户有明确的意图和需求。广告必须与对话内容相关，而不是基于用户的历史数据和行为模式。广告将\"永远\"是少数收入西莫还做了一个值得注意的声明：\"广告将'可能永远'保持为OpenAI收入的少数部分。\"这个声明值得压力测试，因为OpenAI正在考虑最早在今年进行IPO。如果广告收入占比很小，那么OpenAI的主要收入来源是什么？订阅？企业服务？还是其他？西莫没有详细说明，但这个声明暗示OpenAI对广告的依赖程度远低于Meta等社交媒体公司。二、ChatGPT广告的透明度革命：AI可以批评广告西莫透露了ChatGPT广告系统的一个革命性特征：AI模型本身不知道广告存在，除非用户询问。AI模型不知道广告存在\"根据西莫的说法，AI模型本身甚至不知道线程中存在广告，除非你询问它。\"访谈中写道。这意味着什么？广告将作为独立的UI元素显示，不会影响AI模型的响应。AI模型生成的回答完全基于对话内容，不受广告影响。如果用户询问，AI可以批评广告但更革命性的是：如果用户询问ChatGPT关于屏幕上的广告，它会给出完全中立的评估。\"在某些情况下，模型会说，嗯，我看到这两家公司的广告，但实际上那一家是好的，但这一家实际上不太好。\"西莫说。她承认一些品牌会讨厌这个。\"但我也认为我们生活在一个透明度和真实性很重要的世界里。\"透明度 vs 品牌控制这个设计彻底颠覆了传统广告模式：传统模式：品牌控制广告内容，平台保证广告展示，用户被动接受。OpenAI模式：品牌投放广告，但AI可以独立评估，甚至批评广告。用户获得完全透明的信息。西莫认为，这种透明度是未来的趋势。\"我们生活在一个透明度和真实性很重要的世界里。\"她说。但她也承认，这会让一些品牌感到不安。\"一些品牌会讨厌这个。\"但OpenAI愿意承担这个风险，因为用户信任比品牌满意度更重要。与Anthropic的对比这个设计也与Anthropic的Super Bowl广告形成对比。Anthropic在超级碗期间投放了多个讽刺广告，标题包括\"欺骗\"、\"背叛\"、\"背叛\"、\"违反\"，标语是\"广告正在进入AI。但不会进入Claude。\"OpenAI的回应是：我们不会像Anthropic描述的那样投放广告。我们的广告是透明的，AI可以独立评估，甚至批评。西莫的设计实际上是对Anthropic攻击的回应：我们不是Facebook，我们是Google。我们的广告是透明的，AI可以批评。三、Code Red的终结：新模型发布后将恢复正常西莫首次公开确认：OpenAI的\"Code Red\"状态即将结束。Code Red的背景2025年12月，OpenAI CEO Sam Altman宣布\"Code Red\"，以应对来自Google和Anthropic的竞争压力。当时的情况：Google的Gemini从7月的4.5亿月活用户增长到11月的6.5亿Gemini在11月产生了13.51亿次网站访问，比10月增长14.3%Anthropic的Claude也在快速增长OpenAI的回应是暂时推迟几个主要收入计划，包括广告、扩展电商产品、代理系统（如个人助手Pulse），专注于改进核心ChatGPT功能，如速度和可靠性。Code Red只影响产品团队西莫明确表示：\"Code Red只影响ChatGPT和产品研究团队，不影响Altman负责的长期研究团队。\"这意味着什么？OpenAI的长期研究（如AGI）没有受到影响，Code Red只是产品层面的紧急响应。新模型发布后将结束西莫透露：\"公司希望很快发布一个新模型，这将结束Code Red。\"她没有透露具体时间，但暗示新模型即将发布。一旦新模型发布，OpenAI将恢复正常运营，重新启动之前推迟的收入计划。Code Red的影响Code Red期间，OpenAI：推迟了广告计划（现在正在推进）推迟了电商扩展推迟了代理系统专注于速度和可靠性但Code Red也带来了积极影响：ChatGPT的速度和可靠性得到提升团队更加聚焦竞争意识增强西莫认为，Code Red是一个必要的\"紧急响应\"，但不会持续太久。新模型发布后，OpenAI将恢复正常运营。四、AI Agent社交网络：OpenAI的下一个探索方向当被问及OpenAI在Sora之外的社交网络野心时，西莫给出了一个意外的答案：AI Agent社交网络。\"如果每个人都有个人AI代理，社交关系会发生什么？\"\"如果每个人都有个人AI代理，社交关系会发生什么？这些个人代理如何帮助你更好地管理社交关系？\"西莫说。她将这个想法框架化为：不是像Moltbook那样让代理漫无目的地互相交谈，而是让AI调解现有的人类关系。\"我们还没有破解这会是什么样子，但我认为这是一个非常有趣的领域。\"她说。与Moltbook的区别Moltbook是一个AI-only社交网络，AI代理可以自主互动，人类只能观察。截至2026年2月，Moltbook有超过260万AI代理注册，但实际活跃参与度较低。西莫的想法不同：不是AI代理之间的社交网络，而是AI代理帮助人类管理社交关系的工具。例如：AI代理可以帮助你管理日程安排AI代理可以帮助你回复消息AI代理可以帮助你维护关系AI代理可以帮助你发现新的社交机会AI调解人类关系西莫强调，这不是让AI代理取代人类关系，而是让AI调解和增强人类关系。\"我们还没有破解这会是什么样子。\"她说。但这是一个\"非常有趣的领域\"。这个想法暗示OpenAI可能正在探索一个全新的产品方向：不是传统的社交媒体，而是AI增强的社交工具。与AI陪伴和孤独的关系访谈还涉及了AI陪伴和孤独的话题。西莫认为，AI可以帮助人们管理社交关系，减少孤独感，但不会取代人类关系。这个想法与AI Agent社交网络相关：AI可以帮助你更好地管理现有关系，而不是创造新的AI关系。五、与Sam Altman的工作关系：研究vs部署的分工西莫详细描述了与Sam Altman的工作关系。明确的分工\"Sam Altman负责研究和计算团队。其他一切——ChatGPT、Sora、Codex、企业业务、广告等——都归我管理。\"西莫说。这个分工很明确：Altman：研究、计算、安全Simo：产品、部署、商业化\"像孩子进入糖果店\"\"对我来说，作为一个负责部署的人，就像是一个孩子进入了糖果店，可以接触到世界上最好的研究实验室。\"西莫说。这意味着什么？OpenAI的研究团队是世界顶级的，西莫可以接触到最新的研究成果，并将其转化为产品。Code Red期间的分工Code Red期间，这个分工更加明确：Altman的长期研究团队不受影响Simo的产品团队进入紧急状态这确保了OpenAI的长期研究不受短期竞争压力的影响。工作关系的挑战西莫没有详细描述与Altman工作的挑战，但她暗示这是一个\"非常有趣\"的角色。\"我们还没有破解这会是什么样子。\"她说。这可能指的是AI Agent社交网络，也可能指的是整个OpenAI的产品战略。写在最后这场访谈揭示了OpenAI在2026年初的关键战略：广告模式：像Google而非Facebook，基于意图而非画像，AI可以批评广告，透明度优先。Code Red：即将结束，新模型发布后将恢复正常，只影响产品团队，不影响长期研究。AI Agent社交网络：探索方向，不是AI代理之间的社交，而是AI帮助人类管理社交关系。工作关系：Altman负责研究，Simo负责部署，明确分工，高效协作。对AI行业来说，OpenAI的广告模式是一个重要的实验。如果成功，它将证明AI时代的广告可以完全不同——透明、中立、用户优先。对OpenAI来说，Code Red的结束意味着公司即将恢复正常运营，重新启动之前推迟的收入计划。新模型的发布将是关键。对用户来说，ChatGPT的广告模式将提供前所未有的透明度。AI可以批评广告，用户可以获得完全中立的信息。这是AI时代的广告革命。但最重要的是：OpenAI正在探索一个全新的方向——AI Agent社交网络。这不是让AI代理取代人类关系，而是让AI帮助人类更好地管理社交关系。这个方向可能比广告更重要，因为它可能重新定义人类如何与AI互动。正如西莫所说：\"我们还没有破解这会是什么样子，但我认为这是一个非常有趣的领域。\"2026年，我们拭目以待。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; 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