Core Viewpoint - OpenAI faces significant backlash from users following its collaboration with the U.S. Department of Defense, leading to a dramatic increase in app uninstalls and negative ratings for ChatGPT [1][2][3]. Group 1: User Reaction and App Performance - ChatGPT's uninstall rate surged by 295% on February 28, following the announcement of its partnership with the U.S. Department of Defense [1][3]. - The app's one-star ratings increased by 775% on February 28, with a further 100% rise on March 1, while five-star ratings dropped by 50% during the same period [3]. - Following the announcement, ChatGPT's download volume decreased by 13% on February 28 and continued to decline by 5% on March 1, contrasting with a 14% increase in downloads the day before the announcement [3]. Group 2: Competitive Landscape - OpenAI's competitor, Claude (from Anthropic), saw a significant increase in downloads, surpassing ChatGPT to become the top free app on the Apple App Store, with a 88% increase in downloads on February 28 [5]. - Claude's active user base has grown over 60% this year, with daily registrations increasing fourfold, indicating a strong competitive response to OpenAI's actions [5][6]. - The partnership with the Department of Defense has led to a shift in user preference, with many users considering migrating to Claude and sharing guides on how to delete their ChatGPT accounts [2][5]. Group 3: OpenAI's Position and Justification - OpenAI secured a contract worth up to $200 million with the U.S. Department of Defense, which was previously rejected by Anthropic due to concerns over the use of AI for surveillance and autonomous weapons [1][6]. - OpenAI's CEO, Sam Altman, defended the partnership, stating that the agreement includes safeguards to prevent the use of AI for domestic surveillance and that any military force must be human-controlled [6].
美军,突然引爆!OpenAI,利空突袭!
券商中国·2026-03-04 05:37