OpenAI-以自身节奏奏响颠覆之鼓-OpenAI-Marching to the Beat of Its Own Disruption Drum

J P M O R G A N 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Private Company Research 18 July 2025 OpenAI Marching to the Beat of Its Own Disruption Drum Initiating Coverage Since OpenAI's public release of ChatGPT in November 2022—an AI chatbot able to generate human-like text in response to written prompts—a lightning-paced race has emerged among startup AI labs and hyperscalers toward ever more powerful, "pseudo-intelligent" models. Consumer and enterprise AI adoption, as well as investment, have surged, with over $315b ...