好的,這份 "ChatGPT: H1 2025 Strategy" 文件辨識出來的英文內容與其台灣繁體中文翻譯如下:
Page 1
English:
ChatGPT: H1 2025 Strategy
Copy shared with [REDACTED]
V4 Draft; Regular re-write until this thing is tight. Keep the comments coming; the next big revision will happen when I'm back from PTO (~Dec 2). Assumes the [HYPERLINK "heading-h.rtuxyavrpfxx" \h] (not yet shared to company) as given. Ping [HYPERLINK "mailto:[REDACTED]" \h] for feedback (it's encouraged!). Confidential.
[TOC \h \u \z \n \t "Heading 1,1,Heading 2,2,Heading 3,3,Heading 4,4,Heading 5,5,Heading 6,6,"]
Mission
OpenAl's mission is to ensure AGI benefits all of humanity
ChatGPT's mission is to introduce the whole world to an intuitive AI super assistant that deeply understands you and is your interface to the internet
Where to play
What is ChatGPT?
ChatGPT is already more than a chatbot. Most people use it to answer questions, write, and code. But it can do so much more — it can be an expert, tutor, advisor, muse, collaborator, translator, entertainer, companion, and analyzer.
In the first half of next year, we'll start evolving ChatGPT into a super-assistant: one that knows you, understands what you care about, and helps with any task that a smart, trustworthy, emotionally intelligent person with a computer could do. The timing is right. Models like o2 and o3 are finally smart enough to reliably perform agentic tasks, tools like computer use can boost ChatGPT's ability to take action, and interaction paradigms like multimodality and generative UI allow both ChatGPT and users to express themselves in the best way for the task.
What exactly is a super-assistant? It's an intelligent entity with T-shaped skills. It's an entity because it's personalized to you and available anywhere you go — including chatgpt.com, our native apps, phone, email, or third-party surfaces like Siri. It's T-shaped because it has broad skills for daily tasks that are tedious, and deep expertise for tasks that most people find impossible (starting with coding). The broad part is all about making life easier: answering a question, finding a home, contacting a lawyer, joining a gym, planning vacations, buying gifts, managing calendars, keeping track of todos, sending emails. The deep part is about [REDACTED]
Highly Confidential
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台灣繁體中文:
ChatGPT:2025 年上半年策略
副本分享對象:[已編輯]
V4 草稿;定期重寫,直到內容完善。請持續提供意見;下一次重大修訂將在我休假回來後進行(約 12 月 2 日)。假設 [超連結 "heading-h.rtuxyavrpfxx" \h](尚未與公司分享)已給定。請 Ping [超連結 "mailto:[已編輯]" \h] 以取得回饋(鼓勵!)。機密。
[目錄 \h \u \z \n \t "標題 1,1,標題 2,2,標題 3,3,標題 4,4,標題 5,5,標題 6,6,"]
使命
OpenAI 的使命是確保通用人工智能 (AGI) 造福全人類
ChatGPT 的使命是向全世界推出一款直觀的人工智能超級助理,它能深入理解您,並成為您通往網際網路的介面。
發展方向
什麼是 ChatGPT?
ChatGPT 早已不僅僅是一個聊天機器人。大多數人用它來回答問題、寫作和編寫程式碼。但它的功能遠不止於此——它可以成為專家、導師、顧問、繆斯、協作者、翻譯、表演者、夥伴和分析師。
在明年上半年,我們將開始將 ChatGPT 發展成一個超級助理:一個了解您、明白您關心什麼,並能協助完成任何一個聰明、值得信賴、具備高情商的人使用電腦所能完成的任務。時機已成熟。像 o2 和 o3 這樣的模型終於足夠聰明,可以可靠地執行代理任務;像電腦使用這樣的工具可以增強 ChatGPT 的行動能力;而多模態和生成式使用者介面等互動模式則能讓 ChatGPT 和使用者以最佳方式表達自己以完成任務。
超級助理究竟是什麼?它是一個具有 T 型技能的智慧實體。說它是實體,因為它為您量身打造,並且隨處可用——包括 chatgpt.com、我們的原生應用程式、手機、電子郵件或像 Siri 這樣的第三方平台。說它是 T 型,因為它擁有處理繁瑣日常任務的廣泛技能,以及處理大多數人認為不可能的任務(從編碼開始)的深厚專業知識。廣泛的部分旨在讓生活更輕鬆:回答問題、找房子、聯繫律師、加入健身房、規劃假期、購買禮物、管理行事曆、追蹤待辦事項、發送電子郵件。深入的部分則是關於 [已編輯]
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[REDACTED] — though as we reach less engaged users, we'll need to keep an eye on [REDACTED]
[REDACTED]. Not all revenue bets at OpenAl so naturally align with our [HYPERLINK "https://docs.google.com/document/d/1apJUQLjnAjqvJfcOCKqh_yCtYgGm_qzbkVauDf3pSpo/edit?tab=t.0" \I "heading=h.rtuxyavrpfxx" \h ]; for example, [REDACTED] doesn't face these challenges, making it a powerful lever we're primed to double down on.
Growth and revenue won't line up forever. With [REDACTED], There are ways to mitigate this (e.g., [REDACTED]), but over time, [REDACTED]. This means we need to prepare for [REDACTED]. We won't build these out in H1, but we will build a super-assistant that can generate enough monetizable demand to pursue these new models in H2.
Who are our competitors?
We think about competition in two ways. First, there's the consumer AI chatbot space: Claude, Gemini, Copilot, Meta AI. With [HYPERLINK \I "_l6ubp9yx5tei" \h ]we are leading here, but we can't rest. We need the best free model, best UI, and strongest brand. Looking ahead to 2025, [REDACTED] poses the biggest threat due to their ability to embed equivalent functionality across their products (e.g. [REDACTED]) without facing the business model cannibalization risks that Google does.
Then there's the broader game: building a super-assistant and then [REDACTED]. Now we're up against search engines, browsers, even interactions with real people. This one isn't a head-on match. It's about solving more and more use-cases and gradually pulling users in. That's why we don't call our product a search engine, a browser, or an OS — it's just ChatGPT.
We have what we need to win: one of the fastest-growing products of all time, a category-defining brand, a research lead (reasoning, multimodal), a compute lead, a world-class research team, and an increasing number of effective people with agency who are motivated to ship. We don't rely on ads, giving us flexibility on what to build. Our culture values speed, bold moves, and self-disruption. Maintaining these advantages is hard work but, if we do, they will last for a while.
What is our moat?
No advantage lasts forever. In H1, we're investing in two moats: [ HYPERLINK \I "_gjjaqa9h4sj4" \h ] — [REDACTED] and [ HYPERLINK \I "_gjjaqa9h4sj4" \h ] — [REDACTED]. These will drive DAUs and make it clear why ChatGPT is better.
Two other moats will materialize in H2. Soon, we'll make ChatGPT [REDACTED]. If we succeed at driving action on the [REDACTED]
Highly Confidential
RDX0355.005
台灣繁體中文:
[已編輯] — 儘管隨著我們接觸到參與度較低的用戶,我們需要密切關注 [已編輯]
[已編輯]。並非 OpenAI 的所有營收賭注都與我們的 [超連結 "https://docs.google.com/document/d/1apJUQLjnAjqvJfcOCKqh_yCtYgGm_qzbkVauDf3pSpo/edit?tab=t.0" \I "heading=h.rtuxyavrpfxx" \h ] 自然契合;例如,[已編輯] 並未面臨這些挑戰,這使其成為我們準備加倍投入的強大槓桿。
成長和營收不會永遠一致。透過 [已編輯],有辦法緩解這種情況(例如,[已編輯]),但隨著時間的推移,[已編輯]。這意味著我們需要為 [已編輯] 做準備。我們不會在 H1 開發這些,但我們將打造一個超級助理,它可以產生足夠的可貨幣化需求,以便在 H2 中追求這些新模型。
我們的競爭對手是誰?
我們從兩個方面思考競爭。首先是消費者人工智能聊天機器人領域:Claude、Gemini、Copilot、Meta AI。憑藉 [超連結 \I "_l6ubp9yx5tei" \h ] 我們在此處領先,但我們不能鬆懈。我們需要最好的免費模型、最佳的使用者介面和最強大的品牌。展望 2025 年,[已編輯] 構成了最大的威脅,因為他們有能力在其產品中嵌入同等功能(例如 [已編輯]),而不會面臨 Google 所面臨的商業模式蠶食風險。
然後是更廣泛的賽局:打造一個超級助理,然後 [已編輯]。現在我們面臨的是搜尋引擎、瀏覽器,甚至是與真人的互動。這不是一場正面交鋒。重點在於解決越來越多的使用案例,並逐漸吸引用戶。這就是為什麼我們不稱我們的產品為搜尋引擎、瀏覽器或作業系統——它就只是 ChatGPT。
我們擁有取勝所需的一切:史上成長最快的產品之一、一個定義品類的品牌、一個研究領先地位(推理、多模態)、一個運算領先地位、一個世界級的研究團隊,以及越來越多有能力、有動力去實現目標的有效人士。我們不依賴廣告,這讓我們在打造什麼產品方面擁有靈活性。我們的文化重視速度、大膽的舉措和自我顛覆。維持這些優勢是艱苦的工作,但如果我們做到了,它們將持續一段時間。
我們的護城河是什麼?
沒有永遠的優勢。在 H1,我們投資於兩個護城河:[超連結 \I "_gjjaqa9h4sj4" \h ] — [已編輯] 和 [超連結 \I "_gjjaqa9h4sj4" \h ] — [已編輯]。這些將推動每日活躍用戶數 (DAU),並清楚地表明 ChatGPT 為何更好。
另外兩個護城河將在 H2 實現。很快,我們將讓 ChatGPT [已編輯]。如果我們成功地推動在 [已編輯] 上的行動
高度機密
RDX0355.005
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English:
[REDACTED] to power search and tasks
ChatGPT is a super assistant that deeply understands you and serves as your interface to the internet. To fully be that interface, we need a search index and the ability to take actions on the web. That means [REDACTED]
[REDACTED]
We plan to [REDACTED] in H1. For that, we need [REDACTED]
[REDACTED] In H2, we'll expand to [REDACTED]
[REDACTED]
We'll know we're winning when [REDACTED]
[REDACTED] to drive growth
Our long-term growth depends on [REDACTED]. For H1, our top focus is [REDACTED] but we're also pursuing [REDACTED]. Besides [ HYPERLINK \I "_ux6rgsyexp6p" \h ], we need [REDACTED]
[REDACTED] This won't move the needle in 2025, but we need to start now.
[REDACTED]. We're exploring [REDACTED]
[REDACTED]. Not all will work, but the pipeline is strong enough to hit our goals. If we add minimal financial incentives for our partners, we can dramatically increase quality and impact.
[REDACTED] here. We'll explore [REDACTED]. We're directly competing with [REDACTED]
Like with [REDACTED]
We'll know we're winning when [REDACTED]
Align our policy efforts to support ChatGPT
To introduce an AI super assistant to the world, we need the right policy environment. This work is critical to the product because the cards are stacked against us; we're competing with [REDACTED]
Highly Confidential
RDX0355.021
台灣繁體中文:
[已編輯] 以支援搜尋和任務
ChatGPT 是一個能深入理解您並作為您網際網路介面的超級助理。要完全成為該介面,我們需要一個搜尋索引和在網路上執行操作的能力。這意味著 [已編輯]
[已編輯]
我們計劃在 H1 [已編輯]。為此,我們需要 [已編輯]
[已編輯] 在 H2,我們將擴展到 [已編輯]
[已編輯]
當 [已編輯] 時,我們就知道我們正在獲勝
[已編輯] 以推動成長
我們的長期成長取決於 [已編輯]。在 H1,我們的首要重點是 [已編輯],但我們也在追求 [已編輯]。除了 [超連結 \I "_ux6rgsyexp6p" \h ],我們需要 [已編輯]
[已編輯] 這在 2025 年不會產生重大影響,但我們現在需要開始。
[已編輯]。我們正在探索 [已編輯]
[已編輯]。並非所有嘗試都會成功,但我們的產品線足夠強大以實現我們的目標。如果我們為合作夥伴增加最少的財務激勵,我們可以顯著提高品質和影響力。
[已編輯] 這裡。我們將探索 [已編輯]。我們正在與 [已編輯] 直接競爭
就像 [已編輯]
當 [已編輯] 時,我們就知道我們正在獲勝
調整我們的政策努力以支持 ChatGPT
要向世界推出人工智能超級助理,我們需要正確的政策環境。這項工作對產品至關重要,因為形勢對我們不利;我們正在與 [已編輯] 競爭
高度機密
RDX0355.021
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English:
powerful incumbents who will leverage their distribution to advantage their own products [REDACTED]
We'll win by advocating for user choice, fast development, and protecting our user base in target markets.
[REDACTED]. Real choice drives competition and benefits everyone.
Users should be able to pick their AI assistant. If you're on iOS, Android, or Windows, you should be able to set ChatGPT as your default. Apple, Google, Microsoft, Meta shouldn't push their own AIs without giving users fair alternatives. The same goes for search engines: Google, Apple, Microsoft should offer users a choice for their default search engine and make their underlying indexes accessible to AI assistants, including ChatGPT.
Highly Confidential
RDX0355.022
台灣繁體中文:
強大的現有企業將利用其分銷渠道來推廣自身產品 [已編輯]
我們將透過倡導用戶選擇、快速開發和保護我們在目標市場的用戶群來取勝。
[已編輯]。真正的選擇能推動競爭並惠及所有人。
用戶應該能夠選擇他們的人工智能助理。如果您使用的是 iOS、Android 或 Windows,您應該能夠將 ChatGPT 設定為預設值。蘋果、谷歌、微軟、Meta 不應在不給予用戶公平替代方案的情況下強推自己的人工智能。搜尋引擎也是如此:谷歌、蘋果、微軟應該為用戶提供預設搜尋引擎的選擇,並使其底層索引對包括 ChatGPT 在內的人工智能助理開放。
高度機密
RDX0355.022