Sora项目终止背后：OpenAI 的战略转向

环球市场播报03-26

这家人工智能初创公司叫停了视频生成工具，为可能重磅登场的 IPO 重新规划开支。　　作者：安德鲁・罗斯・索尔金、伯恩哈德・华纳、萨拉・凯斯勒、迈克尔・J・德拉梅尔塞德、尼科・加洛格利、布莱恩・奥基夫、伊恩・芒特 OpenAI 首席执行官萨姆・奥尔特曼端坐并做出手势。　　在萨姆・奥尔特曼的带领下，OpenAI 似乎即将开启一轮财务紧缩。　　我是安德鲁。这件事或许可以登上预测市场下注：据科技新闻...

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重新规划开支。\n　　作者：安德鲁・罗斯・索尔金、伯恩哈德・华纳、萨拉・凯斯勒、迈克尔・J・德拉梅尔塞德、尼科・加洛格利、布莱恩・奥基夫、伊恩・芒特\nOpenAI 首席执行官萨姆・奥尔特曼端坐并做出手势。\n　　在萨姆・奥尔特曼的带领下，OpenAI 似乎即将开启一轮财务紧缩。\n　　我是安德鲁。这件事或许可以登上预测市场下注：据科技新闻网站 The Information 消息，SpaceX 最快本周就会递交上市申请，埃隆・马斯克多久后会推动其与特斯拉合并？\n　　这个问题并非天方夜谭。就在上周末，马斯克宣布特斯拉与 SpaceX 成立合资企业，建造名为 Terafab 的大型人工智能芯片工厂。此事关注度远低于预期，但这笔交易最终可能为未来的巨额合并提供合理依据。\n　　了解马斯克的人都知道，他始终在整合旗下业务。看看 SpaceX 与 xAI、xAI 与 X、SolarCity 与特斯拉的联动就明白了。值得持续关注。\n　　再见，Sora\n　　两年前，OpenAI 推出视频生成工具 Sora，能制作好莱坞级别的短片，惊艳了公众。三个月前，这家 AI 巨头与迪士尼达成内容授权协议，迪士尼为 Sora 注资 10 亿美元，一度令好莱坞震动。\n　　如今，这一切都化为泡影。\n　　OpenAI 关停 Sora，是其业务战略转向的最直观信号之一，也体现出公司在 AI 竞赛中面对重新崛起的对手时，重新审视开支的举措。\n　　“我们将告别 Sora，”OpenAI 的 Sora 团队在社交媒体发文称，“大家用 Sora 创作的作品意义非凡，我们知道这一消息令人失望。”\n　　从一个细节或许能看出决策之仓促：就在宣布关停前一天，OpenAI 刚发布一篇关于如何安全使用该工具创作内容的博客文章。此消息也让迪士尼作出回应 —— 此前迪士尼因与 Sora 合作饱受批评，其表示只要 AI 平台尊重知识产权，就 “将继续与之合作”。\n　　成本很可能是核心原因。处理数十亿条文本类 AI 查询已耗资巨大，而 AI 视频内容生成的成本更是呈指数级增长。尽管萨姆・奥尔特曼等 OpenAI 高管预计，公司去年 130 亿美元的营收将实现三倍增长，但未来四年的计划支出也将远超 1000 亿美元。\n　　OpenAI 还在与 Anthropic 展开日趋激烈的竞争，后者因获得更多高付费企业客户采用，营收增速更快。同时 OpenAI 正筹备 IPO，最快或于今年登陆资本市场，不过 Anthropic 可能会抢先上市。\n　　种种情况意味着，OpenAI 当前的首要任务是留存资源，这一战略已导致多个项目终止，比如 ChatGPT 直接购物功能。\n　　其他竞争对手并未停下脚步。谷歌仍在全力推进对标 Sora 的产品 Nano Banana。不少行业观察人士认为，谷歌雄厚的资金实力与快速迭代 Gemini 模型的能力，将构成严重威胁。\n　　周二，Meta 推出一项高管薪酬计划，若公司能实现市值从当前 1.5 万亿美元增至 9 万亿美元等宏伟目标，部分高管（马克・扎克伯格除外）将获得巨额财富。Meta 表示，AI 或将是其未来发展的核心板块。该公司还将推出一项助力小企业采用 AI 工具的计划。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","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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