Core Viewpoint - The article discusses the potential impact of adult content on AI models, particularly focusing on OpenAI's decision to allow adult content generation in ChatGPT, highlighting both the opportunities and challenges this presents for the company and the industry [1][3][5]. Group 1: Historical Context and Trends - Adult content has historically driven technological advancements, from VHS tapes to online payment systems and streaming technologies [1][2]. - The AI large model field is witnessing a similar trend, where adult content could lead to increased user engagement and revenue growth [2][3]. Group 2: OpenAI's Strategy - OpenAI plans to open adult content generation capabilities for verified adult users starting December 2025, which could significantly impact user engagement and revenue [5][6]. - Prior to this announcement, OpenAI had already relaxed content filters, allowing some adult content generation under specific conditions [8][9]. Group 3: Market Dynamics - Competitors like Grok and Character AI have successfully integrated adult content into their offerings, leading to substantial revenue growth and user engagement [13][20]. - Grok's mobile revenue reached $18.5 million in Q3, a 400% increase from Q1, largely attributed to its adult content features [13]. - Character AI has surpassed $32 million in annual revenue, with a user base of 20 million, indicating strong market demand for adult content AI applications [20][21]. Group 4: Financial Implications - OpenAI faces significant financial pressure, with projected revenues of $13 billion for 2025 but a net loss of $13.5 billion, necessitating new revenue streams [35][36]. - The global AI companion market is expected to reach $28.19 billion in 2024, with a compound annual growth rate of 30.8% from 2025 to 2035, indicating a lucrative opportunity for OpenAI [39]. Group 5: Regulatory Challenges - OpenAI must navigate complex regulatory landscapes, including age verification and compliance with international laws, which could pose significant operational challenges [44][47]. - The potential for legal repercussions, especially concerning minors accessing adult content, adds another layer of risk for OpenAI [51][52].

OpenAI首席执行官山姆·奥尔特曼（Sam Altman）宣布，ChatGPT即将面向通过年龄验证的成年用户开 放情色内容生成功能。奥尔特曼将此举阐释为"像对待成年人一样对待成年用户"。消息发布之际，正值 所谓的"AI精神错乱"案例增多，OpenAI因其AI聊天机器人可能影响用户心理健康而面临审查。此前， 包括埃隆·马斯克（Elon Musk）旗下的xAI在内的竞争对手，已在其平台上推出了性暗示更明显的聊天 机器人"伴侣"。 市场对能够进行浪漫互动的AI聊天机器人显然存在巨大需求。《哈佛商业评论》（Harvard Business Review）今年4月对6000名常规AI用户的调查发现，"陪伴和治疗"是最常见的用途。另据方舟投资 （Ark Invest）的一项研究，专注于成人内容的AI平台去年取得了显著增长，市场份额从前一年的仅 1.5%大幅提升至14.5%，抢占了此前由OnlyFans主导的市场。 一些以AI聊天伴侣为卖点的流行替代品，如Character.ai（Character.ai）和Replika（Replika），也印证了 用户对此日益增长的需求。今年早些时候，xAI为其聊天机器人Grok推出 ...