影枫16
06-07
拭目以待……
OpenAI计划对ChatGPT进行发布以来最大规模改版
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dead（聊天已死）。"一位OpenAI资深员工如此概括公司内部的判断转向。</p>\n<p>这句话背后的核心逻辑是：AI的未来不在于回答问题的聊天机器人，而在于能替用户执行任务的智能体——从预订旅行到管理日历。ChatGPT吸引了近10亿用户，但大部分是免费用户。OpenAI高管层越来越将其视为通往高价值产品的入口，而非终点。</p>\n<p>此次改版的核心受益者是编程产品Codex。自2月推出桌面应用以来，Codex周活跃用户增长了六倍至超过500万，且大部分用户为付费用户。Codex能根据用户的简单指令编写代码和构建软件。</p>\n<p>此前负责Codex、现统管OpenAI全部核心产品与平台的Thibault Sottiaux对《金融时报》表示："我们正在构建的，是一个能在你生活各个方面帮助你的个人智能体——无论是私人生活还是工作。你可以通过手机、桌面或网页与它连接，在车里也可以和它对话。"</p>\n<p>随着模型能力提升，OpenAI计划逐步取消界面中的引导性提示，让模型自动理解用户意图。高管们认为，聊天机器人、编程工具、搜索产品等软件品类之间的界限将逐渐模糊，用户最终将与单一AI助手交互，而非在多个独立应用之间切换。</p>\n<h2>向Anthropic靠拢</h2>\n<p>这场改版也是一次战略转向——从消费端的"造梦"走向企业端的"赚钱"，这也将成为OpenAI在IPO中向投资者讲述的核心故事。</p>\n<p>目前，使用OpenAI产品的企业客户有200万家，贡献约40%的收入，公司预计年底将升至50%。Codex的崛起也加剧了与Anthropic的正面竞争——后者的Claude Code已成为其增长最快的业务之一。</p>\n<p>Leonis Capital合伙人、前OpenAI研究员Jenny Xiao指出："大约一年前，OpenAI的策略是全力出击（swing for the fences），而Anthropic的策略是先赚钱。如今两者正在趋同，因为它们都在争取IPO，而投资者更看重钱而非梦想。"</p>\n<p>组织架构随之调整。今年，OpenAI将ChatGPT、Codex及其他产品团队整合至Sottiaux领导的统一架构下，包括前产品负责人Kevin Weil在内的多位高管已离职。部分消费级业务被搁置：ChatGPT内置的结账功能被叫停，上线不到一年的视频生成产品Sora也已关闭。</p>\n<p>OpenAI企业产品负责人Alex Embiricos描绘了更远的终局："当我们实现通用人工智能（<a href=\"https://laohu8.com/S/AGBK\">AGI</a>）时，我不认为会存在大量不同的品牌。可能只会有一个我可以对话的实体，它能做我需要的一切。"</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI计划对ChatGPT进行发布以来最大规模改版</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI计划对ChatGPT进行发布以来最大规模改版\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-07 12:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>OpenAI正在筹备ChatGPT自2022年发布以来最大规模的改版，将其从聊天机器人转型为集成编程工具和AI智能体（agent）的"超级应用"。这家估值8500亿美元的公司正在筹备年内IPO，面临推动收入增长、实现盈利的迫切压力。</p>\n<p>据英国《金融时报》援引十余名现任和前任员工信息报道，此次改版将在未来数周内开始推出，最初以ChatGPT网站和移动端的界面改版呈现，引导用户使用编程工具、图像生成功能以及Canva、<a href=\"https://laohu8.com/S/BKNG\">Booking</a>.com等外部合作伙伴的应用。对于那个凭借一款聊天机器人将AI带入主流、引爆全球AI热潮的公司而言，这是一次重大战略转向。</p>\n<h2>"聊天已死"</h2>\n<p>"Chat is dead（聊天已死）。"一位OpenAI资深员工如此概括公司内部的判断转向。</p>\n<p>这句话背后的核心逻辑是：AI的未来不在于回答问题的聊天机器人，而在于能替用户执行任务的智能体——从预订旅行到管理日历。ChatGPT吸引了近10亿用户，但大部分是免费用户。OpenAI高管层越来越将其视为通往高价值产品的入口，而非终点。</p>\n<p>此次改版的核心受益者是编程产品Codex。自2月推出桌面应用以来，Codex周活跃用户增长了六倍至超过500万，且大部分用户为付费用户。Codex能根据用户的简单指令编写代码和构建软件。</p>\n<p>此前负责Codex、现统管OpenAI全部核心产品与平台的Thibault Sottiaux对《金融时报》表示："我们正在构建的，是一个能在你生活各个方面帮助你的个人智能体——无论是私人生活还是工作。你可以通过手机、桌面或网页与它连接，在车里也可以和它对话。"</p>\n<p>随着模型能力提升，OpenAI计划逐步取消界面中的引导性提示，让模型自动理解用户意图。高管们认为，聊天机器人、编程工具、搜索产品等软件品类之间的界限将逐渐模糊，用户最终将与单一AI助手交互，而非在多个独立应用之间切换。</p>\n<h2>向Anthropic靠拢</h2>\n<p>这场改版也是一次战略转向——从消费端的"造梦"走向企业端的"赚钱"，这也将成为OpenAI在IPO中向投资者讲述的核心故事。</p>\n<p>目前，使用OpenAI产品的企业客户有200万家，贡献约40%的收入，公司预计年底将升至50%。Codex的崛起也加剧了与Anthropic的正面竞争——后者的Claude Code已成为其增长最快的业务之一。</p>\n<p>Leonis Capital合伙人、前OpenAI研究员Jenny Xiao指出："大约一年前，OpenAI的策略是全力出击（swing for the fences），而Anthropic的策略是先赚钱。如今两者正在趋同，因为它们都在争取IPO，而投资者更看重钱而非梦想。"</p>\n<p>组织架构随之调整。今年，OpenAI将ChatGPT、Codex及其他产品团队整合至Sottiaux领导的统一架构下，包括前产品负责人Kevin Weil在内的多位高管已离职。部分消费级业务被搁置：ChatGPT内置的结账功能被叫停，上线不到一年的视频生成产品Sora也已关闭。</p>\n<p>OpenAI企业产品负责人Alex Embiricos描绘了更远的终局："当我们实现通用人工智能（<a href=\"https://laohu8.com/S/AGBK\">AGI</a>）时，我不认为会存在大量不同的品牌。可能只会有一个我可以对话的实体，它能做我需要的一切。"</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/357c8bf3f101effdb276729da533086a","relate_stocks":{"ADBG":"2倍做多ADBE ETF- Leverage Shares","NOWL":"2倍做多NOW ETF-GraniteShares","CRNC":"Cerence Inc.","LMNX":"DEFIANCE DAILY TARGET 2X LONG LMND ETF","DOGD":"2倍做多DDOG ETF-Tradr","LU0498741890.SGD":"FTIF - Franklin Gold and Precious Metals A (acc) SGD","AI":"C3.ai, Inc.","FIGG":"2倍做多Figma ETF-Leverage Shares","PLTA":"ProShares Ultra PLTR ETF","APPX":"2倍做多APP ETF-Tradr","LU0496367417.USD":"富兰克林黄金和贵金属A（acc）","ADP":"自动数据处理","MUU":"2倍做多MU ETF-Direxion","DUOG":"Leverage Shares 2X Long DUOL Daily ETF","HUBS":"HubSpot","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","PLTD":"1倍做空PLTR ETF-Direxion","LU0055631609.USD":"贝莱德世界黄金基金A2","CRMG":"2倍做多CRM ETF- Leverage Shares","WDC":"西部数据","BK4017":"黄金","BBAI":"BigBear.ai 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dead（聊天已死）。\"一位OpenAI资深员工如此概括公司内部的判断转向。\n这句话背后的核心逻辑是：AI的未来不在于回答问题的聊天机器人，而在于能替用户执行任务的智能体——从预订旅行到管理日历。ChatGPT吸引了近10亿用户，但大部分是免费用户。OpenAI高管层越来越将其视为通往高价值产品的入口，而非终点。\n此次改版的核心受益者是编程产品Codex。自2月推出桌面应用以来，Codex周活跃用户增长了六倍至超过500万，且大部分用户为付费用户。Codex能根据用户的简单指令编写代码和构建软件。\n此前负责Codex、现统管OpenAI全部核心产品与平台的Thibault Sottiaux对《金融时报》表示：\"我们正在构建的，是一个能在你生活各个方面帮助你的个人智能体——无论是私人生活还是工作。你可以通过手机、桌面或网页与它连接，在车里也可以和它对话。\"\n随着模型能力提升，OpenAI计划逐步取消界面中的引导性提示，让模型自动理解用户意图。高管们认为，聊天机器人、编程工具、搜索产品等软件品类之间的界限将逐渐模糊，用户最终将与单一AI助手交互，而非在多个独立应用之间切换。\n向Anthropic靠拢\n这场改版也是一次战略转向——从消费端的\"造梦\"走向企业端的\"赚钱\"，这也将成为OpenAI在IPO中向投资者讲述的核心故事。\n目前，使用OpenAI产品的企业客户有200万家，贡献约40%的收入，公司预计年底将升至50%。Codex的崛起也加剧了与Anthropic的正面竞争——后者的Claude Code已成为其增长最快的业务之一。\nLeonis Capital合伙人、前OpenAI研究员Jenny Xiao指出：\"大约一年前，OpenAI的策略是全力出击（swing for the fences），而Anthropic的策略是先赚钱。如今两者正在趋同，因为它们都在争取IPO，而投资者更看重钱而非梦想。\"\n组织架构随之调整。今年，OpenAI将ChatGPT、Codex及其他产品团队整合至Sottiaux领导的统一架构下，包括前产品负责人Kevin Weil在内的多位高管已离职。部分消费级业务被搁置：ChatGPT内置的结账功能被叫停，上线不到一年的视频生成产品Sora也已关闭。\nOpenAI企业产品负责人Alex 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