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cover of episode OpenAI Just Told Us All About GPT-5
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Ethan Malek
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Kevin Wheel
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Sam Altman
领导 OpenAI 实现 AGI 和超智能，重新定义 AI 发展路径，并推动 AI 技术的商业化和应用。
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Anthropic公司预计未来几年将实现显著的营收增长，到2027年基本情况下达到120亿美元，乐观情况下达到345亿美元。这一增长主要得益于AI编码工具的广泛应用，特别是通过Cursor使用Cloud 3.5 Sonnet。Anthropic预测其API收入将在2027年达到200亿美元，超过OpenAI的预测。目前，Anthropic正在寻求以580亿美元的估值融资20亿美元，并预计今年的资金消耗将显著低于去年。Anthropic的CEO呼吁AI研究人员加快对AI的理解，认为模型能力的提升速度与我们理解能力之间的竞赛正在进行，应该加速对AI治理的研究，而不是减缓技术发展。 苹果公司由于中国法规要求与当地公司合作，其智能功能尚未向中国iPhone用户开放。苹果最终选择了与阿里巴巴合作，并认为缺乏Apple智能导致中国销量下降。苹果同时也在探索人形和非人形机器人，但预计要到2028年才能量产。苹果认为，与语音命令相比，能够像人类一样响应手势的机器人可以提供更自然的UX。Meta公司正在洽谈收购韩国芯片初创公司Furiosa AI，该公司声称其RNGD芯片的每瓦性能是NVIDIA H100的三倍。

Deep Dive

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Anthropic, an AI startup, projects significant revenue growth, reaching $12 billion to $34.5 billion by 2027. This growth is driven by AI coding tools and API revenue. CEO Dario Amodai emphasizes the need for faster progress in understanding AI.
  • Anthropic projects $12B-$34.5B revenue by 2027
  • Growth driven by AI coding tools and API revenue
  • Amodai urges faster progress in AI understanding

Shownotes Transcript

OpenAI has laid out its roadmap for GPT-5, confirming the release of GPT-4.5 (Orion) as the final model before a shift to reasoning-based AI. Sam Altman detailed how OpenAI is consolidating models, moving away from fragmented options, and focusing on a unified AI experience. This episode breaks down the strategy, why reasoning models are taking center stage, and what this means for the future of AI.Brought to you by:

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