OpenAI系列追踪Day2：押注“AI+社交”，构建数据闭环新战场

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies involved in the "AI + social" initiative by OpenAI. Core Insights - OpenAI is developing a Twitter-like social platform to create a data feedback loop, aiming to enhance user engagement and model performance through user-generated content and interactions [3][8][10]. - The platform will integrate multimodal capabilities, allowing for diverse content generation and user interaction, which will serve as feedback for optimizing AI models [4][9]. - This initiative is seen as a strategic response to xAI's model, which leverages social media for data generation, thereby enhancing OpenAI's data sovereignty and competitive edge in the AI landscape [5][11][12]. Summary by Sections Event Overview - On April 16, 2025, it was reported that OpenAI is testing a prototype of a social platform similar to Twitter, designed to replicate xAI's strategy of building a data feedback loop through social media [2][7]. Strategic Intent - OpenAI's goal is to combine AI capabilities with social interaction to address gaps in user data access and application scenarios, ultimately improving model performance and user retention [3][8]. - The platform will focus on a "generation + interaction" loop, enabling bi-directional learning between the model and users, enhancing emotional understanding and dialogue capabilities [4][9]. Competitive Landscape - OpenAI's move is a direct response to xAI's strategy, which has established a "platform generates data — data trains model" ecosystem. OpenAI aims to achieve similar results by building its own platform, reducing reliance on external data sources [10][11]. - The report highlights the ongoing competition in AI platformization, with OpenAI's success dependent on effective platform development and user adoption [12].