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cover of episode (Preview) Experimenting With OpenAI’s Deep Research, Another ChatGPT Moment, Won’t Someone Think of the Entry-Level Employees?

(Preview) Experimenting With OpenAI’s Deep Research, Another ChatGPT Moment, Won’t Someone Think of the Entry-Level Employees?

2025/2/6
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Sharp Tech with Ben Thompson
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Ben Thompson
创立并运营订阅式新闻稿《Stratechery》，专注于技术行业的商业和策略分析。
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Ben Thompson: 我使用 OpenAI 的 Deep Research 功能对苹果的财报进行了分析，结果表明该功能可以生成高质量的分析报告，足以满足小型投资者或初级员工的需求。报告组织结构清晰，逻辑严密，但缺乏新颖的见解，内容也存在冗余。Deep Research 的输出质量取决于输入提示的质量，清晰的提示可以得到更好的结果。它擅长填充既定的论点，但仍不擅长自己生成论点。 就目前而言，AI 是否能够产生真正新颖的见解仍然是一个悬而未决的问题。Deep Research 的能力目前还不足以取代人类分析师的工作，因为人类分析师仍然具备 AI 无法替代的洞察力，例如能够迅速识别关键数据并得出结论。 然而，许多白领工作并非需要创造性洞见，而是需要整理信息并将其以易于理解的形式呈现给决策者，AI 可以胜任这类工作。Deep Research 通过网络搜索信息并将其整理成报告，能够高效地进行网络搜索，并找到一些难以自行找到的信息，从而节省大量时间。Deep Research 的效用取决于用户提供的指令的清晰度和细节程度，清晰的指令可以得到更好的结果。

Deep Dive

Chapters
Ben Thompson tested OpenAI's Deep Research by analyzing Apple's earning. Although the analysis was good and helpful for a small-scale investor or a new employee, it lacked novel insights and the writing could be improved. The output was well-organized but didn't offer groundbreaking analysis.
  • Deep Research produced a solid report on Apple's earnings, suitable for a junior analyst's report.
  • The analysis lacked novel insights; the critical insights were provided in the prompt.
  • The writing, while organized, wasn't concise and lacked momentum.

Shownotes Transcript

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@SharpTechPodcast Channel — YouTube)

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Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation — Stratechery Update)

OpenAI Releases AI Agent Designed to Act Like a Research Analyst — Bloomberg)

The AI Unbundling — Stratechery)

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