内容来源：https://techcrunch.com/2025/08/15/sam-altman-over-bread-rolls-explores-life-after-gpt-5/

内容总结：

【独家】OpenAI CEO阿尔特曼密会媒体：GPT-5争议中透露更大野心

旧金山地中海餐厅内，OpenAI首席执行官萨姆·阿尔特曼手持裸机iPhone突然现身，向科技记者们展示神秘内容时调侃道："如果给我们的新设备装保护壳，我会亲自追查到底。"这场看似随意的晚宴，实则暗藏OpenAI超越ChatGPT的宏大布局。

GPT-5遇冷背后的战略转向
尽管GPT-5发布后API流量48小时内翻倍导致GPU短缺，但其与谷歌、Anthropic模型持平的表现引发用户不满。ChatGPT副总裁尼克·特利承认正通过更新使回答更"温暖"，同时联合心理健康专家建立AI应答评估体系。阿尔特曼直言："撤销GPT-4o未提前告知用户确实是个失误。"

消费级硬件与生态扩张
前Instagram高管菲吉·西莫即将出任OpenAI应用部门CEO，或将主导三大战略项目：

1. 开发对标Chrome的AI浏览器（传正考虑收购Chrome）
2. 打造"更酷的"AI社交应用
3. 投资脑机接口公司Merge Labs叫板马斯克的Neuralink

万亿级野望初现
阿尔特曼透露，公司正布局数据中心、机器人及能源领域，商业模式或效仿Alphabet但覆盖更广。面对资本需求，OpenAI可能启动IPO。这场晚宴最终揭示：ChatGPT只是起点，OpenAI正试图摆脱"AI模型公司"的单一标签，向科技巨头发起全面冲击。

（注：文中所涉并购表述为阿尔特曼现场假设性发言，截至发稿未获谷歌官方回应）

中文翻译：

我坐在旧金山一家地中海餐厅里，窗外正对着恶魔岛，菜单上的鱼类主菜标价上百美元。正当我和其他记者闲聊时，OpenAI首席执行官萨姆·奥尔特曼突然从我左侧门廊快步走来。这位科技大佬低头盯着裸机状态的iPhone向我们展示着什么，我脱口冒出一句不合时宜的调侃："敢用裸机真是勇气可嘉。"

当然，我立刻意识到这位身价亿万的OpenAI掌舵人——他麾下还招募了苹果传奇设计师乔尼·艾维——在乎的是保留iPhone原始设计美学，而非区区千元维修费。"听着，我们即将推出的设备会美得令人窒息，"奥尔特曼谈及OpenAI与艾维合作的神秘AI硬件时开玩笑说，"要是谁敢给它套保护壳，我会亲自追杀你。"

这场精心安排的晚宴聚集了十余名科技记者与OpenAI高管，前半程允许公开报道（但甜品环节转为闭门交流）。整晚的谈话制造的疑问远比解答的多。

比如，ChatGPT副总裁尼克·特利为何要在GPT-5发布一周后殷勤地为我递上羊肉串？这是否意在换取媒体对这次被过度炒作的AI模型发布给予宽容评价？与当年碾压同行的GPT-4不同，GPT-5仅与谷歌、Anthropic的模型平分秋色，甚至迫使OpenAI重新启用GPT-4o并恢复模型选择器——因大量用户抱怨GPT-5的语调和路由系统。

但随着夜色渐深，我逐渐明白这场宴会的主题是GPT-5之后的OpenAI未来图景。高管们传递出明确信号：AI模型发布已不如2023年GPT-4面世时重要。如今的OpenAI正转型为颠覆搜索、消费硬件和企业软件的传统格局的多元巨头。

奥尔特曼透露，即将上任的应用业务CEO菲吉·西莫将掌管ChatGPT之外的多个消费级应用，包括传闻中对抗Chrome的AI浏览器。他半真半假地说："如果谷歌真要出售Chrome，我们绝对会考虑收购——这可比Perplexity的报价靠谱多了。"西莫还可能负责开发AI社交应用，奥尔特曼直言现有社交媒体的AI应用"毫无新意"，他渴望探索"用AI打造更酷社交体验的可能性"。

尽管首席运营官布拉德·莱特卡普等人大多在席间品酒旁观，奥尔特曼还是证实了OpenAI计划投资脑机接口初创公司Merge Labs以抗衡马斯克的Neuralink（"交易尚未完成，但我非常期待"）。至于该公司与OpenAI生态的整合程度，目前仅止步于"投资对象"的模糊表述。

然而纵使话题横跨浏览器与脑芯片，房间里的大象始终是GPT-5的争议。当对话最终绕回这个聚集我们的初衷时，特利和奥尔特曼承认吸取了教训。"撤回GPT-4o却不告知用户确实是我们搞砸了，"奥尔特曼表示未来会设置更清晰的过渡期。特利则透露正在更新GPT-5的应答机制，使其"更温暖但不谄媚"，避免强化用户负面行为。

这种平衡殊为不易——奥尔特曼透露约有1%的ChatGPT用户存在病态依赖（绝对数量仍达数百万）。OpenAI已联合心理健康专家建立评估体系，确保AI能抵制不良行为。颇具讽刺的是，尽管口碑受挫，GPT-5发布48小时内API流量却翻倍，激增的需求甚至耗尽了公司GPU库存。Cursor等AI编程助手已全线切换至GPT-5。

这场充满矛盾的晚宴——令人失望的发布与破纪录的使用量——恰是OpenAI现状的缩影。从数据中心、机器人到能源领域的布局来看，奥尔特曼显然志在打造远超ChatGPT母公司的科技帝国，其终极形态或许比谷歌母公司Alphabet更为庞大。

当夜色阑珊，我们终于醒悟这场聚会根本不是GPT-5的复盘会，而是一家渴望突破明星产品桎梏的公司的路演。为满足惊人资金需求，OpenAI很可能走向上市。奥尔特曼既想打磨媒体关系，更希望公众终将认识到：这家公司的野心，远不止于打造最强大的AI模型。

英文来源：

I’m looking out at Alcatraz Island from a Mediterranean restaurant in San Francisco with hundred-dollar fish entrées on the menu. As I make small talk with other reporters, OpenAI CEO Sam Altman jumps through the door on my left. Altman’s looking down at his bare iPhone to show us all something, and an intrusive thought slips out of my mouth: “No phone case is a bold choice.”
Of course, I immediately realize that the billionaire CEO of OpenAI, who employs Apple veteran Jony Ive, cares more about preserving the iPhone’s original design than the $1,000 it costs to replace one.
“Listen, we’re going to ship a device that is going to be so beautiful,” says Altman, referring to OpenAI and Ive’s forthcoming AI device. “If you put a case over it, I will personally hunt you down,” he jokes.
Altman has gathered roughly a dozen tech reporters to join him and other OpenAI executives for an on-the-record dinner (and off-the-record dessert). The night raises more questions than it answers.
For instance, why is Nick Turley, the VP of ChatGPT, kindly passing me a lamb skewer just a week after launching GPT-5? Is this to encourage me to write nice things about OpenAI’s biggest AI model launch yet, which was relatively disappointing given the years of hype around it?
Unlike GPT-4, which far outpaced rivals and challenged expectations of what AI can do, GPT-5 performs roughly on par with models from Google and Anthropic. OpenAI even brought back GPT-4o and ChatGPT’s model picker, after several users expressed concerns over GPT-5’s tone and its model router.
But throughout the night, it becomes clear to me that this dinner is about OpenAI’s future beyond GPT-5. OpenAI’s executives give the impression that AI model launches are less important than they were when GPT-4 launched in 2023. After all, OpenAI is a very different company now, focused on upending legacy players in search, consumer hardware, and enterprise software.
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OpenAI shares some new details about those efforts.
Altman says OpenAI’s incoming CEO of applications, Fidji Simo, will oversee multiple consumer apps outside of ChatGPT — ones OpenAI has yet to launch. Simo is slated to start work at OpenAI in just a few weeks, and she might end up overseeing the launch of an AI-powered browser that OpenAI is reportedly developing to compete with Chrome.
Altman suggests OpenAI would even consider buying Chrome — likely an offer that would be taken more seriously than Perplexity’s bid — should it become available. “If Chrome is really going to sell, we should take a look at it,” he says before looking at all of us and asking: “Is it actually going to sell? I assumed it wasn’t gonna happen.”
Simo also might end up running an AI-powered social media app — something the OpenAI CEO has said he’s interested in exploring. In fact, Altman says there’s “nothing” inspiring to him about the way AI is used on social media today, adding that he’s interested in “whether or not it is possible to build a much cooler kind of social experience with AI.”
While Turley and Brad Lightcap, OpenAI’s COO, largely give the floor to Altman, drinking wine alongside the other seated guests, Altman also confirms reports that OpenAI plans to back a brain-computer interface startup, Merge Labs, to compete with Elon Musk’s Neuralink. (“We have not done that deal yet; I would like us to.”)
How intertwined that company will be with OpenAI’s models and devices remains to be seen. Altman describes it only as a “a company that we’d invest in.”
For all the talk of browsers and brain chips, though, the elephant in the room remains GPT-5’s rough reception. Eventually, the conversation circles back to the model that has prompted our group dinner in the first place.
Turley and Altman say they’ve learned a lot from the experience.
“I legitimately just thought we screwed that up,” says Altman on deprecating GPT-4o without telling users. Altman says OpenAI will give users a more clear “transition period” when deprecating AI models in the future.
Turley also says OpenAI is already rolling out a new update to make GPT-5’s responses “warmer,” but not sycophantic, such that it won’t reinforce negative behaviors in users.
“GPT-5 was just very to the point. I like that. I use the robot personality — I’m German, you know, whatever,” says Turley. “But many people do not, and they really like the fact that ChatGPT would actually check in with you.”
It’s a delicate balance for OpenAI to strike, especially given that some users have developed dependencies on ChatGPT. Altman says OpenAI believes that less than 1% of ChatGPT users have unhealthy relationships with the chatbot — which could still be tens of millions of people.
Turley says OpenAI has worked with mental health experts to develop a rubric to evaluate GPT-5’s answers, ensuring that the AI model will push back on unhealthy behaviors.
That said, it seems that GPT-5 hasn’t hurt OpenAI’s business. In fact, Altman says OpenAI’s API traffic doubled within 48 hours of GPT-5’s launch, and the company is effectively “out of GPUs” thanks to all the demand. Cursor and other AI coding assistants have since made GPT-5 their default AI models.
In many ways, the night’s contradictions — disappointing launches, record-breaking usage — reflect OpenAI’s strange reality right now.
Given OpenAI’s bets — and others the company is making around data centers, robotics, and energy — Altman clearly has ambitions of running a much bigger company than just the ChatGPT maker. The final form could look something like Google’s parent Alphabet, but perhaps even broader.
As the night winds down, it becomes clear we aren’t gathered to reflect on GPT-5 at all. We are being pitched on a company that’s eager to outgrow its famous and controversial product.
It seems likely that OpenAI will go public to meet its massive capital demands as part of that picture. In preparation, I think Altman wants to hone his relationship with the media. But he also wants OpenAI to get to a place where it’s no longer defined by its best AI model.