1d ago
OpenAI 现在正准备进入 ChatGPT 的第二阶段,专注于广告 + 用户粘性 凭借着一支来自 FB 的前广告高管团队和 10 亿用户,如果 OpenAI 能将用户使用时长提升到每天几小时,同时广告定位能力赶上 Meta,他们就能盈利并达到 1 万亿以上的估值
28/07/2025
to clarify confusion, openai's competitor is meta (not anthropic), and anthropic's competitor is google (not openai)
幸运的是,OpenAI 的员工们现在有充足的时间来更新他们以前的想法了——从“我们不是一家广告公司,我是为了 AGI 的愿景才来的”转变为“实际上广告是个好东西,尤其是和短视频及色情内容搭配时。听我解释”
在这一点上,near佩服很多风险投资家,因为对他们来说,这样的结局早就显而易见了。只要看看这家公司,再把格局打开!还能有什么别的可能呢!另一方面,工程师和研究人员往往对这类趋势相当迟钝……
另一点值得注意的是,Meta 手里还有很多牌可打;near认为这会是一场极其残酷的渠道竞争,尽管 OpenAI 明显已经领先了……整整两年。Fidji 非常擅长变现,而 Sam 则非常擅长融资
Meta 和 OpenAI 之间将爆发一场全面战争。near的意思是,虽然已经是了,但他恐怕得去买点爆米花了。Zuck 和 Sam 这次都非常顽强,而且都手握巨量资源……
哦对了,“每天几小时的 ChatGPT 会话时长”现在可能看起来很奇怪,但再等等看。AI 伴侣会是重要的一环,但未来几年的音乐+视频+硬件应该能补全这块拼图,事情总是需要时间的
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