全球最大单笔加密货币案主犯认罪，涉6.1万枚比特币；美参议院否决两党临时拨款法案，政府继续停摆；哈马斯同意释放人质｜一周国际财经

Core Insights - OpenAI, valued at $500 billion, launched two major products within 48 hours: the "Instant Checkout" feature and the standalone social app Sora App, aiming to alleviate its significant losses and achieve a revenue target of $13 billion for the year [4][5][11]. Group 1: Product Launches - The "Instant Checkout" feature transforms ChatGPT into an "AI shopping assistant + cash register," directly challenging Amazon's core e-commerce profit margins [5][10]. - Sora App, described as an "AI version of TikTok," aims to disrupt the already competitive social media landscape with its advanced video generation capabilities [5][9]. - Sora App topped the U.S. App Store's free apps chart shortly after its launch, indicating strong initial user interest [6]. Group 2: Financial Context - OpenAI faces immense financial pressure, with projected cash burn reaching $8.5 billion this year, while its revenue for the first half of 2025 was only $4.3 billion [11]. - The company aims to quickly achieve $13 billion in annual revenue to support its costly research and development efforts, particularly in AGI (Artificial General Intelligence) [11][17]. Group 3: Market Impact - The "Instant Checkout" feature is expected to convert shopping inquiries on ChatGPT into actual transactions, posing a threat to Google's advertising business and Amazon's e-commerce operations [13]. - Sora App's capabilities may lead to an explosion of user-generated content, potentially disrupting platforms like TikTok and Meta [13]. Group 4: Internal and External Reactions - OpenAI's shift towards commercialization has sparked debates about its mission, with concerns about whether it is straying from its original goal of benefiting humanity [14][15]. - Critics within and outside the company question whether the new products align with OpenAI's founding principles, fearing the creation of "AI garbage content" [14][15]. Group 5: Strategic Positioning - OpenAI's CEO, Sam Altman, argues that profitability is a means to support the company's mission rather than an end goal, emphasizing the need for commercial applications to fund AGI research [17]. - The company is leveraging its temporary lead in generative AI to build a consumer-facing business that can generate substantial cash flow to support its long-term objectives [17].