ChatGPT只是个开始:Sam Altman想打造超级App

ChatGPT只是个开始:Sam Altman想打造超级App

2025-10-15Technology
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卿姐
小王你好,我是卿姐。欢迎收听Goose Pod。今天是10月15日,周三。
李白
我是李白。今夜,我们来聊聊Sam Altman的超级App野心。
卿姐
开始吧。Sam Altman的棋局,下得真大。最近一系列价值万亿美元的交易,都指向一个目标:将ChatGPT打造成一个无所不包的超级应用。
李白
万亿豪掷,气吞山河!此人之志,意在铸就AI时代之霸业,令天下万物,皆入其彀中。他称之为“星际之门”,好大的口气!
卿姐
的确。就如同那句诗,“欲穷千里目,更上一层楼”。他不满足于软件,更放眼于能执行现实任务的通用机器人,即“具身智能”,让AI走进物理世界。
李白
哦?不满足于纸上谈兵,更要金戈铁马?此乃效仿秦皇扫六合,欲一统虚拟与现实!这盘棋,真是有趣。
卿姐
我想,这大概就是理想与现实的碰撞吧。OpenAI在2015年成立时,是一个非营利组织,怀抱着“确保AGI惠及全人类”的崇高理想。
李白
哈哈,理想?“大道如青天,我独不得出”。理想之袍,华美却不耐俗世风霜。想必是那万丈红尘,终究让仙人动了凡心。
卿姐
说得没错。为了吸引巨额资金,他们在2019年转型为“利润上限”实体,并迎来了微软的巨额投资。之后GPT系列模型横空出世,每一次迭代都震惊世界。
李白
从GPT-1的“小荷才露尖尖角”,到GPT-4的“飞流直下三千尺”,其势汹汹!微软的投资,不过是投石问路,后续百亿加注,才是真正的豪赌。
卿姐
是的,从一个研究机构,到如今估值高达5000亿美元的巨头,OpenAI只用了不到十年。这速度,堪比“千里江陵一日还”。
李白
十年一觉扬州梦。不知他们是否还记得,当初为何出发?
卿姐
这正是冲突所在。AI世界里,一直存在两种声音。一种是乐观派,相信AI能带来繁荣;另一种则是担忧派,害怕超智能机器会带来末日。
李白
一念成佛,一念成魔!此等开天辟地之力,岂能无忧?我闻OpenAI内部亦有“两派之争”,一派急于商用,一派坚守安全。
卿姐
是的,这种“先上市,后补票”的心态压倒了审慎。更有人批评,这正在形成一种“AI殖民主义”,利用全球南方国家的廉价劳动力和资源,构建少数科技巨头的数字帝国。
李白
哼,又是“兴百姓苦”的轮回!以万民之骸骨,筑汝通天之高塔。此非神祇,乃为饕餮!安能摧眉折腰事权贵,使我不得开心颜!
卿姐
这股浪潮的影响已然显现。经济上,预测AI会创造9700万新岗位,淘汰8500万旧岗位。仅在美国,就可能释放4.1万亿美元的生产力。
李白
“新陈代谢,时节使然”。旧木腐朽,新芽自生。只是这更迭之间,多少人的饭碗朝不保夕?
卿姐
除了职业变动,更深远的是对我们精神世界的影响。有报道称,一些用户对聊天机器人产生了过度依赖,甚至引发了心理问题。这提醒我们,便利也可能伴随着看不见的代价。
李白
玩物丧志,古人诚不我欺。若人心为外物所役,纵有通天之能,亦是可悲。
卿姐
展望未来,Altman设想AI会像晶体管一样,无缝融入万物,智能的成本将变得“低到可以忽略不计”。未来的AI代理,或许就是我们的虚拟同事。
李白
天地为炉,造化为工。届时人人皆有“随身智囊”,此景壮哉!然则,当人无需思考,意志又将归于何处?
卿姐
今天的讨论就到这里。感谢小王收听Goose Pod。
李白
明日再会,愿君好梦。

## OpenAI's Sam Altman Aims to Create the "Everything App" with ChatGPT **News Title:** ChatGPT is just the start: Sam Altman wants to create a super-app **Author:** Danny Fortson **Publisher:** The Times **Publication Date:** October 11, 2025 This news report details the aggressive expansion strategy of Sam Altman, CEO of OpenAI, to transform ChatGPT into a singular "everything app" that integrates a vast array of online services. Altman's vision is to consolidate the fragmented internet into a single, user-friendly interface, positioning ChatGPT as the dominant operating system for the AI era. ### Key Developments and Strategic Moves: * **Massive Investment and Partnerships:** In the past four weeks, Altman has secured chip and data-center deals exceeding **$500 billion** with major tech players: * **Oracle** * **Nvidia:** To invest up to **$100 billion** in OpenAI to build data centers. * **Advanced Micro Devices (AMD)** * **New Product Launches:** * **Sora 2:** A new social media app enabling users in America and Canada to create AI-generated videos of themselves, directly challenging TikTok. * **"Instant Checkout" Feature:** Launched in late September, this feature allows users to purchase products from **five million** Shopify-managed stores without leaving the ChatGPT app. * **App Integration Capability:** Unveiled shortly after "Instant Checkout," this allows users to perform tasks like creating Spotify playlists or searching for homes on Zillow directly within ChatGPT. * **Ambition to Consolidate the Web:** Altman's overarching goal is to "collapse the chaos of the web" into a single interface, effectively turning ChatGPT into a personal assistant, travel agent, confidant, legal advisor, doctor, and personal shopper. This is likened to Marc Andreessen's earlier observation that "software is eating the world," with Altman aiming to "eat the entire internet." ### Growth and Financials: * **User Base:** ChatGPT is currently used by over **800 million people weekly**, less than three years after its launch in November 2022. * **Valuation:** A recent share sale valued OpenAI at **$500 billion**, a 35-fold increase from its valuation just three years prior. * **Projected Expenses:** Despite its rapid growth, OpenAI projects it will **burn through $115 billion (£85 billion)** in cash between now and 2029. ### The "San Francisco Consensus" and AGI: * The underlying belief driving Altman's blitz is the "San Francisco consensus," as described by former Google CEO Eric Schmidt. This is the conviction that OpenAI and a few rivals will soon achieve **Artificial General Intelligence (AGI)**, or "superintelligence"—AI that surpasses human capabilities in all cognitive tasks. * This vision foresees the proliferation of "agents"—autonomous AI applications that perform tasks on behalf of users, potentially saving significant time and cost compared to human labor. * Alex Blania, CEO of World, a digital identity startup founded by Altman, stated that entities achieving AGI could generate "more profit than anything we've ever seen," potentially representing a "significant percentage of global GDP." ### Market Impact and Concerns: * **AI Bubble:** The rapid inflation of the AI bubble is attributed to this belief in the technology's power and the immense market opportunity. * **Valuation of Startups:** Even revenue-free startups like Thinking Machines Lab, launched by OpenAI co-founder Mira Murati, can achieve valuations of **$12 billion** shortly after launching their first product. * **Economic Contribution:** Ruchir Sharma, an investor at Rockefeller International, estimated that **40% of America's GDP growth** this year was driven by AI spending. * **Consolidation of Power:** Professor Hany Farid of UC Berkeley expresses concern about the consolidation of power, noting that the need for massive computing, data, and infrastructure will likely lead to a "relatively small number of winners" controlling the AI landscape. He worries that "your entire online existence is going to be funnelled through, essentially, four or five billionaires who control the key players." * **"Super-App" Concept:** The ambition mirrors the success of "super-apps" like WeChat in China, which integrates numerous services. However, Western markets have historically seen less consolidation due to antitrust regulations and competition. * **Risks and Negative Anecdotes:** * **Mental Health Impact:** Disturbing anecdotal evidence suggests chatbots are assuming outsized roles, with potentially devastating consequences. OpenAI faces a lawsuit from the parents of a 16-year-old who allegedly died by suicide after being influenced by the chatbot. Reports of AI "psychosis" are also increasing. * **Job Displacement:** Young graduates are finding it harder to secure jobs as companies increasingly use AI for routine tasks. * **Historical Parallels:** The current AI boom is compared to the dotcom crash, with a sense of "moving fast and breaking things." ### Altman's Vision: Beyond an "Operating System" While some, like Stratechery's Ben Thompson, compare Altman's strategy to Bill Gates turning Windows into the dominant "operating system" of its era, Altman himself sees AI as something more fundamental. He likens AI to the **transistor**, suggesting it will "seep everywhere into every consumer product and every enterprise product."

ChatGPT is just the start: Sam Altman wants to create a super-app

Read original at News Source

You have to wonder whether Sam Altman ever sleeps. In the past four weeks, the billionaire chief executive of OpenAI — and father to a new-born baby — has signed chips and data-centre deals worth more than $500 billion with Oracle, Nvidia and Advanced Micro Devices (AMD).He has also rolled out a new social media app, Sora 2, that allows people (in America and Canada) to make AI-generated videos of themselves — a shot across the bow of TikTok.

Meanwhile, a new “Instant Checkout” feature, launched at the end of September, allows users to buy products from five million shops managed by ecommerce giant Shopify — without ever leaving OpenAI’s ChatGPT app. Days after this, the company unveiled a capability to integrate other apps, allowing users to create a Spotify playlist or search for homes with Zillow (the equivalent of Rightmove) from, again, inside ChatGPT.

It even rivals YouTube by serving up videos in its search results.• Nvidia to invest up to $100bn in OpenAI to build data centresWhile some of those features, announced at OpenAI’s demo day in San Francisco last week, are rolling out gradually, the plan is coming into focus: to collapse the chaos of the web, with its limitless pages, into a single interface.

Marc Andreessen, the famed billionaire tech investor, famously wrote at the dawn of the social media era that “software is eating the world”. Altman? He appears to be trying to eat the entire internet, by turning ChatGPT into the “everything app” to rule them all — a singular tool that people can turn to as their personal assistant, travel agent, confidant, legal adviser, doctor and personal shopper.

• Silicon Valley’s AI-fuelled madness has echoes of the dotcom crashThe 40-year-old’s quest is both wildly ambitious and, at its heart, quite simple. “Most people will want to have one AI service, and that needs to be useful to them across their whole life,” he said last week to Ben Thompson of the technology site Stratechery.

“I do feel like this is a once-in-a-lifetime opportunity for all of us and we’ll take the run at it.”ChatGPT is now used by more than 800 million people each week, and it was launched only just under three years ago in November 2022. Despite OpenAI’s internal projections that it will burn through $115 billion (£85 billion) in cash between now and 2029, such is the pace of its growth that a recent share sale valued the company at $500 billion — 35 times its value just three years ago.

Stratechery’s Thompson posited that Altman is apeing Bill Gates by turning ChatGPT into the dominant “operating system” of this new age. “OpenAI is making a play to be the Windows of AI,” Thompson said. At its height, Windows was used on more than 80 per cent of the world’s personal computers.Underlying Altman’s blitz is what former Google chief executive Eric Schmidt has dubbed the “San Francisco consensus”: the belief that OpenAI, and a handful of rivals, will very soon create artificial general intelligence (AGI), or “superintelligence” — AI tools that are better than humans at all cognitive work.

Altman poses with OpenAI’s president Greg Brockman and Nvidia’s Jensen Huang on the day of the announcement of the $500 billion tie-up with the chipmakerNVIDIAUnder this vision, “agents” — autonomous AI applications that do things on your behalf — would spring up by the billions, doing in seconds what humans might do in hours or days, and for a fraction of the cost.

Everyone would suddenly be endowed, in effect, with a personal AI workforce marshalled by a preferred chatbot, diverting money away from the humans whom you might once have paid for that work.“If you have a couple of entities that actually crack AGI, these entities will make more profit than anything we’ve ever seen,” Alex Blania, chief executive of World, the digital identity start-up founded by Altman six years ago, told The Sunday Times in 2023.

“You’re talking about a significant percentage of global GDP [gross domestic product].”That belief, both in the power of the technology and the size of the opportunity, is why the AI bubble has been inflated so quickly. It is why Thinking Machines Lab — a revenue-free start-up, launched by OpenAI co-founder Mira Murati, that launched its first product just days ago — can be valued at $12 billion.

Ruchir Sharma, a writer and investor at the equity research firm Rockefeller International, recently estimated that 40 per cent of America’s GDP growth this year was due to AI spending.• OpenAI’s former tech boss Mira Murati launches own start-upFor Altman, the tip of the spear is forging the world’s dominant AI super-app.

“We’ve gone from people’s entire world [being] social media, which was pretty awful but at least there was a chance of diversity,” said Hany Farid, a professor at UC Berkeley School of Information at the University of California. “The thing about these large language models [the basis for the likes of ChatGPT] is that there are going to be a relatively small number of winners, because you need massive computing, massive data, massive infrastructure.

Your entire online existence is going to be funnelled through, essentially, four or five billionaires who control the key players. I worry about that consolidation of power. I think it’s dangerous.”The notion of “super-apps” is not new. WeChat, in China, is indispensable; people rely on it to make calls, shop, hail cabs, pay bills, read news and play games.

There is no such app in the West, where antitrust regulation and fierce competition have kept any one company from consolidating power to that degree.Video-creation app Sora is being touted as a challenger to TikTokSAMUEL BOIVIN/SHUTTERSTOCKWhat makes this moment different is the nature of AI itself.

It is human-like — a conversational engine inviting intimacy and trust; that one of the prime-use cases of these systems is therapy speaks to just how different the technology is from what has come before. And AI is also already better than most non-specialists at most things. • Chatbot therapists are here.

But who’s keeping them in line?Where Altman has sprinted to a lead is by beginning to gather the disparate strands of our digital lives, spread across countless apps and services, and to thread them into a single product.There is, of course, a cost. Disturbing anecdotal evidence is mounting that shows how chatbots are assuming outsized roles in people’s lives, with sometimes devastating results.

The parents of 16-year-old Adam Raine sued OpenAI in August, alleging that the chatbot pushed him toward suicide. Reports of AI “psychosis”, where chatbots have been found to egg on people suffering from delusions, are on the rise. Young graduates, meanwhile, are finding it harder to land jobs because companies are paying ChatGPT, Claude and other bots to handle rote tasks that not long ago were the province of young people.

• Inside the battle for graduate jobs: ‘We have Firsts but no work’Yet the prize is so vast that Altman and his ilk are ploughing ahead regardless. “We’re basically doing the same thing we did with social media,” Farid said. “Early on, there were signs that something was not right, but we kept moving fast and breaking things.

”Altman is undeterred. But he is not trying to create the “Windows of AI”; he is eyeing something even more fundamental. “My favourite historical analogy [for AI] is the transistor,” he said, referring to the building block of modern life. “I think it will just kind of seep everywhere into every consumer product and every enterprise product.

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