OpenAI业务重心聚焦超级应用：关停AI视频生成工具Sora、终止与迪士尼合作

智通财经03-25

智通财经APP获悉，据一位知情人士透露，周一晚间，迪士尼(DIS.US)和OpenAI的团队正在合作开发一个与OpenAI的AI视频工具Sora相关的项目，在会面结束后仅仅30分钟，迪士尼团队就突然接到通知，OpenAI将彻底放弃该工具。OpenAI于周二公开宣布了这一举措。此举是这家ChatGPT制造商迈向更具潜在利润丰厚的领域（例如编码工具和企业客户）的第一步。但Sora的突然取消表明，随着...

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亿美元的巨额交易就此终结。这项交易于三个多月前宣布。作为这项为期三年协议的一部分，迪士尼表示将向OpenAI 投资 10 亿美元，并授权其 200 多个标志性角色用于制作人工智能生成的短视频。但另两位知情人士表示，这两家公司之间的交易从未完成，也没有资金发生转移。OpenAI 的高管们已经就 Sora 的命运讨论了一段时间。一位知情人士透露，运行这款 AI 视频应用需要大量的计算资源，这削弱了其他团队的计算能力。尽管如此，据一位知情人士和另一位消息人士透露，OpenAI Sora团队的一些员工在周二早上得知这些变更时仍然感到惊讶。就在一天前，OpenAI刚刚发布了一篇关于Sora安全标准的博文。“我们要和 Sora 说再见了……我们知道这个消息令人失望，”Sora 团队在 X 上发帖表示，并补充说，应用程序和 API 的时间表以及有关保留用户工作的详细信息将在稍后分享。OpenAI专注于超级应用OpenAI 的高管们目前正将重心放在其他研究领域，包括机器人技术和通用人工智能的构建。该公司正在将更多功能整合到一个超级应用中。为了体现这一转变，该公司应用业务首席执行官Fidji Simo 的头衔也改为通用人工智能部署首席执行官。另外，OpenAI首席执行官萨姆·奥特曼表示，OpenAI 的安全团队将不再直接向他汇报。迪士尼发言人表示，这家媒体巨头尊重“OpenAI退出视频生成业务并将重点转移到其他领域的决定”。一位知情人士透露，双方正在讨论是否有其他方式进行合作或投资。OpenAI 于 2024 年初首次推出 Sora，这款软件能够根据文本提示生成高质量、媲美电影长片的视频，震惊了整个科技界。Sora 的发布促使美国和中国的众多人工智能公司纷纷加快推出各自的 AI 视频生成模型。该公司于2025 年 9 月推出了独立的 Sora 应用，让用户可以创建和分享 AI 视频，这些视频可以由受版权保护的内容衍生而来，并分享到类似社交媒体的平台。但随着来自竞争对手人工智能初创公司和科技巨头的竞争日趋激烈，OpenAI 面临着越来越大的压力，需要加快其企业和编码产品的开发，而 Sora 项目的取消正值此时。例如，Anthropic 专注于训练其模型进行编码，这帮助其 Claude Code 产品在开发者中获得了强大的吸引力，使该公司在企业人工智能市场中比 OpenAI 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