OpenAI ChatGPT Pro Losses Mount as Usage Surges Beyond Expectations
近日,OpenAI的首席执行官Sam Altman在一系列X社区的帖子中表示,尽管公司推出了每月收费200美元的ChatGPT Pro订阅服务,但由于用户使用频率远超预期,公司目前仍处于亏损状态。
Altman亲自设定了ChatGPT Pro的价格策略,原本预计该计划能为公司带来盈利。然而,实际情况超出预期,用户对ChatGPT Pro的使用频率大幅增加,导致成本上升,亏损加剧。
ChatGPT Pro是OpenAI于去年末推出的升级版“推理”AI模型,提供了对o1 pro模式的访问权限,并解除了公司其他几个工具的使用限制,如Sora视频生成器等。这一计划旨在满足用户对更高级别AI服务的需求,但意外地带来了更大的成本压力。
自成立以来,OpenAI已筹集了约200亿美元的资金,但至今尚未实现盈利。据报道,去年OpenAI预计亏损约50亿美元,而营收仅为37亿美元。人员成本、办公场地租金以及AI训练基础设施等支出是导致亏损的主要原因之一。
面对亏损压力,OpenAI承认需要“比预期更多的资本”来维持运营。为此,公司计划进行重组,以吸引新的投资。同时,为了实现盈利目标,OpenAI据传正在考虑提高各个订阅层次的价格。
尽管如此,OpenAI对未来充满信心。公司预计到2029年,其收入将达到1000亿美元,这一数字与雀巢当前的年销售额相当。这表明,尽管目前面临亏损困境,但OpenAI仍然看好AI市场的未来发展潜力。
OpenAI的ChatGPT Pro计划虽然目前处于亏损状态,但它反映出的用户对AI服务的高度需求和期望不容忽视。
Recently, OpenAI's CEO Sam Altman revealed in a series of posts on the X community that despite launching the ChatGPT Pro subscription service at $200 per month, the company is still operating at a loss due to users' usage frequency far exceeding expectations. Altman personally set the pricing strategy for ChatGPT Pro, expecting it to bring profits to the company. However, the actual situation surpassed expectations, with user engagement significantly higher than anticipated, leading to increased costs and greater losses. ChatGPT Pro, launched by OpenAI at the end of last year, is an upgraded version of the "reasoning" AI model. It provides access to the o1 pro mode and removes usage restrictions on several other tools like the Sora video generator. While this plan aimed to meet the demand for more advanced AI services, it unexpectedly led to higher operational costs. Since its inception, OpenAI has raised approximately $20 billion but has yet to turn a profit. Reports indicate that last year, OpenAI projected a loss of about $5 billion against revenues of only $3.7 billion. Major contributors to these losses include personnel costs, office rent, and AI training infrastructure expenses. Faced with financial pressures, OpenAI acknowledges the need for "more capital than expected" to sustain operations. The company plans to restructure to attract new investments. Additionally, to achieve profitability, OpenAI is reportedly considering raising prices across various subscription tiers. Despite these challenges, OpenAI remains optimistic about the future. The company forecasts that by 2029, its revenue will reach $100 billion, comparable to Nestle's current annual sales. This suggests that while currently facing financial difficulties, OpenAI remains confident in the potential growth of the AI market. Although the ChatGPT Pro plan is currently unprofitable, the high demand and expectations from users for AI services cannot be overlooked.