OpenAI首席执行官警告谷歌复兴带来的‘逆风阻力’

独家 OpenAI CEO Warns of‘Headwinds’FromResurgent Google OpenAI⾸席执⾏官警告⾕歌复兴带来的"逆⻛阻⼒"微信公众号 404K微信公众号 404K OpenAI’s Sam Altman and Google’s Sundar Pichai.Getty Images. OpenAI⾸席执⾏官⼭姆·奥尔特曼与⾕歌⾸席执⾏官桑达尔·⽪查伊。Getty Images。微信公众号 404K微信公众号 404K 作者：斯蒂芬妮·帕拉佐洛and OpenAI CEO SamAltman told colleagues last month that Google’s recent progress inartificial intelligence could “create some temporary economic headwinds for ourcompany,” though he added that OpenAI would emerge ahead. OpenAI⾸席执⾏官萨姆·奥尔特曼上个⽉向同事表⽰，⾕歌在⼈⼯智能领域的最新进展可能"会给公司带来暂时的经济逆风"，但他同时强调OpenAI终将取得领先优势。 AfterOpenAIresearchers heard thatGooglehad created a new AI that appears tohave leapfrogged OpenAI’s in the way it was developed, Altman said in the memo that“we know we have some work to do but we are catching up fast.” Still, he cautionedemployees that “I expect the vibes out there to be rough for a bit.” 在OpenAI研究⼈员获悉⾕歌开发出⼀种采⽤突破性技术、表现似乎超越OpenAI现有AI的新系统后，奥尔特曼在内部备忘录中表⽰："我们清楚还有⼯作要做，但正在快速追赶。"不过他提醒员⼯："预计外界舆论短期内会不太乐观。"微信公众号 404K微信公众号 404K 核⼼要点 OpenAI’s CEO acknowledged Google’s progress in an AI developmentfield that’s been challenging for OpenAI OpenAI⾸席执⾏官承认⾕歌在这个长期挑战OpenAI的AI研发领域取得了进展 Google’s turnaround is a vindication for CEO Sundar Pichai ⾕歌的咸鱼翻⾝证明了CEO桑达尔·⽪查伊的领导正确 OpenAI’s tech lead is narrowing and its cash burn projections haveraised questions among investors微信公众号 404K微信公众号 404K OpenAI技术领先优势正在缩⼩，其资⾦消耗预期已引发投资者质疑 The memo foreshadowed Google’s launch this week of Gemini 3, an AI model thatsoftware developers say excels in automating tasks related to website and product designas well as in coding—a capability that is one of the most important drivers of revenue atAIfirms like OpenAI. 这份备忘录预⽰了⾕歌本周即将发布的Gemini 3 AI模型。软件开发⼈员表⽰，该模型在⽹站/产品设计⾃动化及代码编写⽅⾯表现卓越——这项能⼒正是OpenAI等⼈⼯智能公司最重要的收⼊驱动⼒之⼀。 Altman’s comments show that OpenAI’s technological lead over rivals like Google andAnthropichas narrowed. Investors have sunk more than $60 billion into OpenAI,recently valuing it at $500 billion, on the belief it will continue to dominate the market fordeveloping AI that creates content and reasons the way humans do. 奥尔特曼的评论表明，OpenAI对⾕歌和Anthropic等竞争对⼿的技术优势正在缩⼩。基于对OpenAI将在开发类⼈内容创作与推理AI领域持续主导市场的信念，投资者已向其投⼊逾600亿美元，近期估值更达到惊⼈的5000亿美元。微信公众号 404K微信公众号 404K An OpenAI spokesperson declined to comment. OpenAI发⾔⼈拒绝置评。 That domination is teetering. Anthropic, a four-year-oldfirm whose founders previouslyworked at OpenAI, appears poised to generate more revenue than OpenAI this year fromselling AI to software developers and businesses through an application programminginterface,The Information reported earlier this month. Anthropic’s models specialize ingenerating computer code based on what customers want to develop, from new apps toupdating existing code. 这种主导地位正岌岌可危。据The Information本⽉初报道，成⽴仅四年的Anthropic公司——其创始⼈曾任职于OpenAI——今年通过向软件开发商和企业出售API接⼜的AI服务，营收有望超越OpenAI。Anthropic的模型专长在于根据客户需求⽣成计算机代码，涵盖从新应⽤程序开发到现有代码更新等场景。 Google, meanwhile, continues to leverage its search engine and other products to attractmore people to use its Gemini chatbot, which competes with OpenAI’s ChatGPT. To besure, ChatGPT is significantly ahead of the Gemini chatbot in terms of usage and revenue,but the gap has been shrinking. 与此同时，⾕歌正持续利⽤其搜索引擎及其他产品优势，吸引更多⽤户使⽤其与ChatGPT竞争的Gemini聊天机器⼈。尽管⽬前ChatGPT在⽤户量和营收⽅⾯仍显著领先Gemini，但两者差距正在逐步缩⼩。 “ChatGPT is AI to most people, and I expect that to continue,” Altman said in the memo. “对⼤多数⼈来说，ChatGPT就是⼈⼯智能的代名词，我预计这种认知将持续下去，”阿尔特曼在备忘录中写道。 Google’s other advantage is economic. OpenAI is one of the fastest growing businesses inhistory, going from next to no revenue in 2022 to a projected $13 billion this year. But italso has projectedit would burn more than $100 billionin pursuit of human-level AI inthe coming years whilespending hundreds of billions of dollars to rent servers to do it,meaning it will likely need to raise the same amount in additional capital. ⾕歌的另⼀优势在于经济实⼒。OpenAI虽是有史以来增长最快的企业之⼀，从2022年⼏乎零收⼊跃升⾄今年预计130亿美元营收。但为追求⼈类级别的⼈⼯智能，其未来数年预计将耗资超千亿美元，同时需投⼊数千亿美元租赁服务器，这意味着很可能需要再筹集同等规模的额外资⾦。 Try askingDeep Research to… 尝试让深度研究... How will AI paying for things change online shopping and banking? ⼈⼯智能⽀付⽅式将如何改变⽹购和银⾏业？ View Response查看回应 Meanwhile, Google, valued at $3.5 trillion, generated more than $70 billion in free cashflow over the past four quarters alone. While ChatGPT looks poised to take a bite out ofGoogle Search, Google’sfinancial performance has improved, in part because it also has abooming cloud business that rents out servers to large customers including OpenAI andAnthropic. 与此同时，估值达到3.5万亿美元的⾕歌仅在过去四个季度就产⽣了超过700亿美元的⾃由现⾦流。虽然ChatGPT看起来有望蚕⾷⾕歌搜索的市场份额，但⾕歌的财务表现却在改善，部分原因在于其蓬勃发展的云业务——该业务为OpenAI和Anthropic等⼤客户提供服务器租赁服务。 Thefinancial disparity between OpenAI and establishedfirms like Google has promptedpublic market investors to question whether the startup’s unprecedented revenue growth,including projected growth, will be enough to erase concerns about its future cash burn.微信公众号 404K微信公众号 404K OpenAI与⾕歌等⽼牌企业之间的财务差距，已促使公开市场投资者质疑：这家初创公司前所未有的营收增长（包括预期增长）是否⾜以消除⼈们对其未来现⾦消耗的担忧。