“First to market is worth a lot,” Altman says finally. “We had that with ChatGPT.” But the time is right for OpenAI to lean into coding, he says. He thinks the company’s AI models are now good enough to power very capable coding agents. (Of course, the company spent billions training them to be that way.) “It's going to be a huge business—just the economic value of it, and then also the general-purpose work that coding can unlock,” Altman says. “I don't throw this around lightly, but I think it's one of these rare multitrillion-dollar markets.” What’s more, he says, Codex is “probably the most likely path” to building artificial general intelligence. By OpenAI’s definition, that’s an AI system that can outperform humans at most economically valuable work.
积极的一面在于,大模型产业的发展轨迹印证了火山引擎的战略眼光。在过去两三年间,当行业还在探讨MaaS与Token的商业模式时,火山引擎始终保持着最积极的投入姿态。这种策略曾被视作后来者追赶先行者的突围之道。虽然其他主流云服务商也曾提及MaaS模式,但固有的运营思维与战略定式使他们未能全面转向Token导向的新范式。
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“AI的关键不仅在于理解需求,更在于高效执行。多数AI企业止步于前者,美团正补强后者,致力于构建可调度实体世界的基础设施。”
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