为了不被挤下牌桌，OpenAI又开源了

Core Insights - OpenAI has shifted its strategy by re-entering the open-source domain with the release of two models, gpt-oss-120b and gpt-oss-20b, marking a significant change from its previous closed-source approach [2][5][17] - The open-source models are designed to cater to different use cases, with gpt-oss-120b focusing on high inference needs and gpt-oss-20b aimed at localized applications [8][15] - OpenAI's decision to open-source these models is seen as a response to increasing competition in the AI space, particularly from companies like Anthropic and Google, which are gaining market share in the enterprise sector [3][22] OpenAI's Market Position - As of August, ChatGPT boasts 700 million weekly active users, a fourfold increase year-on-year, with daily message volume exceeding 3 billion [3] - OpenAI's paid user base has grown from 3 million to 5 million, with Pro and enterprise users contributing over 60% of revenue [3] - Despite its consumer market dominance, OpenAI faces challenges in the enterprise market, where competitors are encroaching on its share [3][22] Open-Source Strategy - OpenAI's initial open-source philosophy has evolved, with a notable shift to a closed-source model in 2020, which drew criticism for deviating from its mission to benefit humanity [5][16] - The newly released models follow a permissive Apache 2.0 license, allowing for extensive commercial and research use, which contrasts with the previous API-dependent model [14][15] - The open-source models are expected to enhance OpenAI's market influence, as they can now be deployed on major cloud platforms like Amazon AWS, allowing for broader accessibility [17][19] Competitive Landscape - The rise of open-source models has led to a more competitive environment, with companies like DeepSeek and Alibaba's Qwen series gaining traction in the market [18][22] - OpenAI's re-entry into open-source is anticipated to reshape the competitive dynamics, as more companies adopt a hybrid approach of open and closed models [17][22] - The trend indicates that open-source models are becoming increasingly viable, with the performance gap between open-source and closed-source models narrowing [17][18] Financial Implications - OpenAI is projected to achieve an annual recurring revenue (ARR) of $12 billion by the end of July, significantly outpacing its closest competitor, Anthropic, which is expected to reach $5 billion [19][22] - The financial model of open-source remains challenging, as companies may hesitate to adopt open-source strategies due to the lack of direct revenue generation from model usage [19][22]