Altman：AI正处于泡沫之中，就像“科网泡沫”，有人将巨亏，但“不知道是谁”

Core Viewpoint - The CEO of OpenAI, Sam Altman, acknowledges that the AI industry is currently in a bubble, drawing parallels to the dot-com bubble of the 1990s, while expressing confidence that OpenAI will emerge as a winner in the long run [1][2][3]. Group 1: Industry Comparison - Altman compares the current AI enthusiasm to the internet bubble, noting that both periods saw excessive excitement over a core truth, with significant capital influx despite unclear profit models [2]. - He highlights that historical bubbles were often supported by genuine technological advancements, suggesting that while AI is important, the current excitement may be overblown [2]. Group 2: OpenAI's Position - Despite recognizing the bubble, Altman believes OpenAI will be a "survivor" like Google and Amazon post-dot-com crash, indicating a strong belief in the company's resilience [3]. - OpenAI's ChatGPT has seen a surge in weekly active users, exceeding 700 million, which is four times the number from a year ago, showcasing significant growth potential [4]. - Altman states that OpenAI plans to invest tens of billions in data center infrastructure, reflecting a bold strategy that contradicts the notion of a company facing severe economic challenges [5]. Group 3: Market Dynamics - Altman acknowledges that in the trillion-dollar gamble of the AI market, there will be losers, but he is confident that OpenAI will not be among them [6]. - He suggests that while his views may be proven wrong, the overall impact of AI will yield substantial net benefits for the economy [7].