Altman：ChatGPT增长“已恢复到10% 以上”，计划本周推出新聊天模型_老虎社区_美港股上老虎

Altman：ChatGPT增长“已恢复到10% 以上”，计划本周推出新聊天模型

华尔街见闻02-09 21:12

面对竞争对手Anthropic的加速追赶，OpenAI首席执行官Sam Altman正在向员工和投资者强调公司的增长势头。这家人工智能公司正准备本周推出更新的聊天模型，并于周一开始在ChatGPT内测试广告投放。据CNBC周一报道，Altman上周五在内部Slack平台上告诉员工，ChatGPT"重新实现月度增长超过10%"。该公司编码产品Codex的用户量较一周前增长约50%，与...

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Code市场份额的内部图表。融资谈判预计在未来两周升温。\n\n产品攻势应对竞争压力\n\nOpenAI目前每周拥有超过8亿ChatGPT用户，但谷歌和Anthropic一直在缩小差距。该公司去年12月宣布进入\"红色警戒\"状态以改进ChatGPT，并暂时搁置多个项目以集中精力应对。\n上周，OpenAI推出了新的Codex模型GPT-5.3-Codex，以及面向苹果电脑用户的独立应用程序。Altman在内部消息中称Codex的增长\"疯狂\"，并表示\"这是很棒的一周\"。\n本周OpenAI还将推出更新的聊天模型。据一位因保密要求不愿透露姓名的知情人士称，该公司周一将正式开始在ChatGPT内测试广告。此举此前引发Anthropic在超级碗广告中的嘲讽，Altman在X平台上回应称这些广告\"具有欺骗性\"，OpenAI\"显然永远不会以Anthropic描述的方式投放广告\"。\n\n广告业务长期占比有限\n\n上月OpenAI曾表示，广告将被明确标识，出现在聊天机器人回答的底部，不会影响ChatGPT的回复内容。\n据知情人士称，OpenAI预计长期来看广告收入将占总收入的不到一半。数字广告市场长期由谷歌和Meta主导，近年来亚马逊也成为更大的参与者。\n\n千亿融资谈判进入关键期\n报道称，Altman和Friar正在向投资者推介OpenAI的增长故事，以完成可能高达1000亿美元的融资。\n\n据一位因谈判私密性要求匿名的人士称，在私下会议中，两位高管强调OpenAI在消费者领域的优势、不断增长的企业业务以及计算资源获取能力。\nOpenAI在讨论中分发了多张图表。据CNBC看到的截图，其中一张基于内部数据的图表显示，Codex正在蚕食Claude 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