深聊GPT-5困境：说好的搞AGI，不如搞钱实在？｜ 深挖OpenAI的估值、政府订单和开源迷雾...
人民公园说AI
•
August 8, 2025
人民公园说AI
View ChannelAbout
这是由JustSayAI出品的陪伴型播客，三位合伙人，跨越12小时时差录制，只为成为你的专属BGM！ 🔥额外3大福利！订阅Youtube「董事会」会员： · JustSayAI早晚報：每天两封AI Newsletter，通勤路上一键收听 · 深度研報：奉上每期节目我们所用的深度研究报告 · 主播專欄：同步主播专栏文章，帮你快速划重点 📮关于JustSayAI早晚報（Newsletter）： · 每日从2000+新闻中，精选2封邮件 · 一键开启双人播报，通勤路上随心听 · 主播心选专业信源，过滤99%社媒噪音 👉非会员订阅地址：https://justsayai.org/newsletter 🤝商务合作：[email protected] ——— ✨小苏：JustSayAI联合创始人，前Sungivenfoods新零售总经理，前SaaS公司Pospal营销总监、前Dell Technology项目经理。微信公开课pro特邀讲师，多家500强企业商业顾问 ✨老修：JustSayAI联合创始人，前Sungivenfoods产品负责人，16年国际化产品技术经验，曾任硅谷跨国公司RingCentral产品经理、eHealth技术负责人 ✨闲哥：JustSayAI联合创始人，前Sungivenfoods北美负责人，全球注册管理会计师，在英国/中国/加拿大创业过，先后融资3000+万美元，管理百人以上团队
Latest Posts
Video Description
万众期待的GPT-5终于发布，没有等来AGI的奇迹，反而看了一出精彩的商业大戏。本期节目，我们将彻底撕开GPT-5、GPT OSS开源欲言又止的技术面纱，揭露其背后环环相扣的资本运作。这究竟是一次技术迭代，还是一场由Sam Altman精心策划，旨在抬高估值、围剿对手、收割政府订单的千亿美金“阳谋”？ 00:00 为何GPT-5其实应该叫GPT-4.6？ 03:16 GPT-5用价格战能打败Claude吗？ 04:02 Claude的企业份额已超越OpenAI！ 06:32 AI的思考路由是何物？ 08:37 OpenAI的领先优势正在消失吗？ 09:38 消费级AI市场真的已经见顶了吗？ 10:42 AGI普通人再也等不到了吗？ 11:26 企业每月为AI花十万美金很正常？ 16:12 AI公司为什么开始放弃C端市场？ 17:44 OpenAI开源是为了拿政府订单？ 20:59 AI公司最赚钱的业务是to G吗？ 23:45 Meta为何不再开源最强模型了？ 25:21 5000亿估值看奥特曼如何神操作？ 29:27 Altman是最会讲故事的CEO吗？ 36:26 Transformer架构已成AI发展的桎梏？ 38:25 编程是AI公司唯一的出路吗？ 44:29 Genie 3世界模型是AI的下一个战场吗？ 46:56 AI自我进化真的已经实现了吗？ 49:47 AI的下一个机会真的在中国吗？
AI Tech Upgrades
AI-recommended products based on this video
Loading...
Seasonic Focus V4 GX-1000 (ATX3) - 1000W - 80+ Gold - ATX 3.0 & PCIe 5.1 Ready -Full-Modular -ATX Form Factor -Premium Japanese Capacitor -10 Year Warranty -Nvidia RTX 30/40 Super & AMD GPU Compatible
(22)
$423.35
FREE delivery Oct 8 - 10
Loading...
Skytech Legacy Gaming PC Desktop, Ryzen 7 9800X3D 4.7 GHz (5.2 GHz Turbo Boost), NVIDIA RTX 5080 16GB GDDR7, 1TB Gen4 SSD, 32GB DDR5 RAM 6000 RGB, 1000W Gold ATX 3.0 PSU, 360 ARGB AIO, Wi-Fi, Win 11
(9)
$3,950.00$3,752.50
FREE delivery Wed, Jun 18
Loading...
HP Victus 15.6" 144Hz FHD Gaming Laptop, Intel i5-12450H, 32GB RAM, 1TB PCIe SSD, NVIDIA GeForce RTX 3050, Backlit Keyboard, HD Webcam, Win 11, Blue, 256GB Docking Station Set
(117)
$1,149.00
FREE delivery Jun 26 - Jul 8
Loading...
Acer Swift X 14" FHD Laptop, AMD Ryzen 7 5825U, NVIDIA GeForce RTX 3050Ti, 16GB RAM, 512GB SSD, Windows 11 Home
(247)
$1,804.11
Loading...
GEEKOM A8 AI Mini PC (3-Year Quality Support) with AMD Ryzen 9 8945HS Mini Computers, 32GB DDR5 RAM&2TB M.2 2280 NVMe Gen4*4 SSD, Windows 11 Pro Mini Desktop, WiFi 6E/BT5.2/USB4/8K/Quad Display
(215)
$1,159.40
FREE delivery Sun, Aug 10
Loading...
GMKtec K11 Mini PC, AMD Ryzen 9 8945HS(8C/16T, Up to 5.2GHz) W11 Pro, 32GB DDR5 RAM 1TB Mini Desktop Computer, HDMI/DisplayPort/USB4*2
(650)
$1,099.99
FREE delivery Sun, Aug 10
Loading...
MINISFORUM AMD Ryzen 9 9955HX MS-A2 Mini PC (16C/32T, up to 5.4GHz), 64GB DDR5 1TB SSD, PCIe×16, HDMI/2x USB-C (8K@60Hz), 2X SFP+ 10G, 2X 2.5G LAN, 3X SSD M.2 (2280/22110/U.2)
(3)
$1,899.99
FREE delivery Sun, Aug 10
Loading...
AtomMan G7 Pt Mini PC AMD Ryzen 9 7945HX(16C/32T, up to 5.4GHz) 32GB DDR5 1TB PCIe4.0 SSD Micro Computer, HDMI+DP+USB-C Output, 2.5G LAN, WiFi7, BT5.4, 4xUSB AMD Radeon RX 7600M XT Graphics Gaming PC
(14)
$1,999.90
Loading...
Laptop Sleeve Case 11–14 Inch MacBook Air MacBook Pro Surface Laptop Dell XPS 13 HP Envy Pavilion Lenovo Yoga Slim IdeaPad Acer Swift Chromebook Samsung Galaxy Book Shockproof Leather Bag Colour Blue
(98)
$81.45
Loading...
Gumdrop ProTech Case for Dell New XPS 13 Plus 9320 Laptop- Slim Lightweight Case with Energy Displacement Protection, Non-Skid Rubber Feet and Frosted Exterior for Bumps and Drops (Black)
(49)
$109.43$108.34
FREE delivery Aug 11 - 13
Loading...
65W 45W USB C Laptop Charger Compatible with Dell Latitude 5420 5430 5520 5530 7340 7430 Inspiron 14 16 XPS 13 Chromebook 3100 Dell Computer Type C Fast Charging AC Adapter Power Cord
(7)
$19.99
FREE delivery Sun, Aug 24 on your first order
Loading...
45W 65W AC Adapter Laptop Charger for Dell Inspiron 15 14 13 17 3000 5000 7000 Series 5558 5559 Charger Latitude E6440 E6430 3520 3420 XPS 13 14 9333 9350 Notebook Dell Computer Power Supply Cord
(52)
$13.99
FREE delivery Sun, Aug 24 on your first order
100+ bought in past month
Loading...
Anker 332 USB-C Hub (5-in-1) with 4K HDMI Display, 5Gbps - and 2 5Gbps USB-A Data Ports and for MacBook Pro, MacBook Air, Dell XPS, Lenovo Thinkpad, HP Laptops and More
(11,639)
$23.99
FREE delivery Sat, Jun 14 on your first order
1K+ bought in past month
Loading...
Best Seller
Logitech G203 Wired Gaming Mouse, 8,000 DPI, Rainbow Optical Effect LIGHTSYNC RGB, 6 Programmable Buttons, On-Board Memory, Screen Mapping, PC/Mac Computer and Laptop Compatible - Black
(17,871)
$27.98$22.38
FREE delivery Tue, Oct 14 on your first order
500+ bought in past month
Loading...
Logitech G305 LIGHTSPEED Wireless Gaming Mouse, Hero 12K Sensor, 12,000 DPI, Lightweight, 6 Programmable Buttons, 250h Battery Life, On-Board Memory, PC/Mac - Black
(21,223)
$44.98
FREE delivery Tue, Oct 14
1K+ bought in past month
Loading...
Western Digital 2TB WD Blue SA510 SATA Internal Solid State Drive SSD - SATA III 6 Gb/s, 2.5"/7mm, Up to 560 MB/s - WDS200T3B0A
(74,910)
$169.97
FREE delivery Tue, Jun 17
50+ bought in past month
Loading...
![SAMSUNG 870 EVO SATA SSD 500GB 2.5” Internal Solid State Drive, Upgrade PC or Laptop Memory and Storage for IT Pros, Creators, Everyday Users, MZ-77E500B/AM [Canada Version]](https://m.media-amazon.com/images/I/911ujeCkGfL._AC_UL960_FMwebp_QL65_.jpg)
SAMSUNG 870 EVO SATA SSD 500GB 2.5” Internal Solid State Drive, Upgrade PC or Laptop Memory and Storage for IT Pros, Creators, Everyday Users, MZ-77E500B/AM [Canada Version]
(41,678)
$74.97
FREE delivery Wed, Jun 18
400+ bought in past month
Loading...
![SAMSUNG 870 EVO SATA III SSD 4TB 2.5” Internal Solid State Drive, Upgrade PC or Laptop Memory and Storage for IT Pros, Creators, Everyday Users, MZ-77E4T0B/AM [Canada Version]](https://m.media-amazon.com/images/I/71W2nK7LUrL._AC_UL960_FMwebp_QL65_.jpg)
SAMSUNG 870 EVO SATA III SSD 4TB 2.5” Internal Solid State Drive, Upgrade PC or Laptop Memory and Storage for IT Pros, Creators, Everyday Users, MZ-77E4T0B/AM [Canada Version]
(41,656)
$399.97
FREE delivery Tue, Jun 17
100+ bought in past month
Loading...
Samsung 990 EVO Plus - 4TB PCIe Gen4. X4, Gen5. X2 NVMe 2.0 - M.2 Internal SSD, Speed Up to 7,250 MBs, Upgrade Storage for PC-Laptops, HMB Technology and Intelligent Turbowrite (MZ-V9S4T0B/AM)
(1,811)
$359.99$341.99
FREE delivery Tue, Jun 17
100+ bought in past month
Loading...
![SAMSUNG EVO Select Micro SD-Memory-Card + Adapter, 128GB microSDXC 160MB/s Full HD & 4K UHD, UHS-I, U3, A2, V30, for Android Smartphones, Tablets, Nintendo-Switch (MB-ME128SA/AM) [Canada Version]](https://m.media-amazon.com/images/I/71lzXt4djxL._AC_UY654_FMwebp_QL65_.jpg)
SAMSUNG EVO Select Micro SD-Memory-Card + Adapter, 128GB microSDXC 160MB/s Full HD & 4K UHD, UHS-I, U3, A2, V30, for Android Smartphones, Tablets, Nintendo-Switch (MB-ME128SA/AM) [Canada Version]
(12,472)
$19.99$18.59
FREE delivery Sun, Aug 10 on your first order
400+ bought in past month
Loading...
Best Seller
Corsair Vengeance LPX 32GB (2 X 16GB) DDR4 3200 (PC4-25600) C16 1.35V Desktop Memory - Black
(16,675)
$112.99$101.69
FREE delivery Sun, Aug 10
500+ bought in past month
Loading...
Asus ROG Strix 1000W Gold Aura Edition (Fully Modular Power Supply, 80+ Gold Certified, ATX 3.0, Cybenetics Lambda A+ Certification, PCIe Gen 5.0 Ready, Axial-tech Fan, Aura Sync, 10-Year Warranty)
(38)
$267.83$262.70
FREE delivery Oct 9 - 10
Loading...
NEW SteelSeries Arctis Nova 3 Multi-Platform Gaming Headset - Signature Arctis Sound - ClearCast Gen 2 Mic - PC, PS5/PS4, Xbox Series X|S, Switch, Mobile
(9,500)
$99.98$67.37
PrimeFREE delivery Sat, Jun 14
100+ bought in past month
Loading...
New SteelSeries Arctis Nova Pro for Xbox Multi-System Gaming Headset - Premium Hi-Fi Drivers - Hi-Res Audio - 360° Spatial - GameDAC Gen 2 - Quad-DAC - ClearCast Gen 2 Mic - Xbox, PC, PS5/PS4, Switch
(517)
$209.41$122.65
PrimeFREE delivery Sat, Jun 14
Loading...
Best Seller
Logitech G203 Wired Gaming Mouse, 8,000 DPI, Rainbow Optical Effect LIGHTSYNC RGB, 6 Programmable Buttons, On-Board Memory, Screen Mapping, PC/Mac Computer and Laptop Compatible - Black
(17,871)
$27.98$22.38
FREE delivery Tue, Oct 14 on your first order
500+ bought in past month
Loading...
Logitech G305 LIGHTSPEED Wireless Gaming Mouse, Hero 12K Sensor, 12,000 DPI, Lightweight, 6 Programmable Buttons, 250h Battery Life, On-Board Memory, PC/Mac - Black
(21,223)
$44.98
FREE delivery Tue, Oct 14
1K+ bought in past month