饭都不香了，奥尔特曼焦虑：美国低估了中国…

Core Insights - OpenAI's new model GPT-5 faced significant backlash, leading to the reversion of ChatGPT's default model to a previous version, indicating a major setback for the company [1] - CEO Sam Altman expressed concerns about the U.S. underestimating the complexity and severity of China's AI development, emphasizing that the U.S.-China AI competition is multifaceted and cannot be simplified to a mere ranking of who is ahead [1][2] - OpenAI's decision to release open-weight models was influenced by competition from Chinese models, particularly open-source systems like DeepSeek, marking a strategic shift towards increasing technology accessibility [6][7] U.S.-China AI Competition - Altman warned that U.S. policies, such as semiconductor export controls, may not effectively address the rapid advancements in China's AI ecosystem, suggesting that relying solely on policy measures is unrealistic [2] - Despite the U.S. government's attempts to control AI development through export restrictions, China is building a comprehensive AI technology ecosystem that could circumvent these measures [2][3] - China's response to U.S. export controls reflects a commitment to developing a self-sufficient semiconductor supply chain, while still needing advanced AI processors [3][4] OpenAI's Strategic Shift - OpenAI's release of open-weight models, including gpt-oss-120b and gpt-oss-20b, represents a significant change in strategy, aimed at enhancing developer engagement and countering competition from Chinese open-source models [6][7] - The initial reception of these open-weight models has been mixed, with some developers noting a lack of core functionalities compared to OpenAI's commercial products [7] - Altman acknowledged that the open-weight models are optimized for specific applications, particularly for building local coding agents, with the potential for future adjustments based on market demands [7][8]