OpenAI 生意做大了，奥尔特曼口碑更差了

Core Insights - OpenAI's CEO Sam Altman faces criticism for the decision to allow adult content on ChatGPT, which will adopt a content rating system similar to the American film classification system, prioritizing safety for minors while offering more freedom to adult users [1][3][4] - The company's valuation has reached $500 billion, surpassing SpaceX, driven by aggressive infrastructure expansion strategies, including partnerships with Oracle and Nvidia for data centers and AI chips [5][6][7] - Despite the high valuation, OpenAI's revenue is projected at only $13 billion this year, with significant losses, raising concerns about its ability to generate positive cash flow before 2029 [6][8] Company Strategy - OpenAI aims to secure sufficient data center capacity through innovative financing methods, such as equity trades with suppliers like Nvidia, to support its ambitious goal of building 250GW of computing power by 2033, which could cost over $10 trillion [7][9] - The company is focused on becoming a leading personal AI subscription service provider, with current annual recurring revenue of $13 billion, primarily from ChatGPT subscriptions [8][9] Market Concerns - There are growing worries about a potential bubble in the AI sector, drawing parallels to the 1990s internet infrastructure boom, where over-investment led to significant industry losses [11][12] - Critics highlight that the rapid growth of AI infrastructure may outpace demand, leading to a concentration of returns that could eliminate many competitors [9][10] - The criticism also extends to the negative impacts of AI development on labor and environmental resources, as highlighted in the book "Empire of AI," which critiques OpenAI's operational practices [13][14][16]