Sam Altman: How OpenAI Wins, AI Buildout Logic, IP

章节 1：基础设施投资与“红色代码”文化

(Infrastructure Investment & The "Code Red" Culture)

📝 本节摘要：

访谈开篇以基础设施建设的巨额成本引入。主持人 Alex 指出 OpenAI 在 Gemini 3 发布后进入了“红色代码（Code Red）”的紧急状态，并询问 Sam Altman 如何应对日益激烈的竞争。Sam 解释了 OpenAI 的“偏执”哲学，认为在竞争初期采取过度反应（Over-reaction）总比反应迟钝要好，并强调公司通过快速发布新模型（如 5.2 版本）来维持领先地位。

[原文] [Sam Altman]: you know that 1.4 trillion you mentioned we'll spend it over a very long period of time i wish we could do it faster i think it would be great to just lay it out for everyone once and for all how those numbers are going to work exponential growth is usually very hard for people

[译文] [Sam Altman]: 你知道你提到的那 1.4 万亿美元，我们将会在很长一段时间内花掉它。我希望能花得快一点，我觉得如果能一次性向大家展示这些数字是如何运作的就好了，毕竟人们通常很难理解指数级增长。

[原文] [Alex Kantrowitz]: openai CEO Sam Alman joins us to talk about OpenAI's plan to win as the AI race tightens how the infrastructure math makes sense and when an OpenAI IPO might be coming and Sam is with us here in studio today sam welcome to the show thanks for having me

[译文] [Alex Kantrowitz]: OpenAI 首席执行官 Sam Altman 加入我们，探讨随着 AI 竞赛收紧，OpenAI 的制胜计划、基础设施的数学逻辑是否合理，以及 OpenAI 何时可能进行 IPO。Sam 今天就在演播室，Sam，欢迎来到节目。谢谢邀请。

[原文] [Alex Kantrowitz]: so OpenAI is 10 years old and crazy to me chachi PT is three but the competition is intensifying um this place we're at OpenAI headquarters was in a code red is in a code red um after Gemini 3 came out and everywhere you look there are companies that are trying to take a little bit of OpenAI's advantage and for the first time I can remember it doesn't seem like this company has a clear lead so I'm curious to hear your perspective on how open AI will emerge from th is moment,

[译文] [Alex Kantrowitz]: OpenAI 已经成立 10 年了，令我疯狂的是 ChatGPT 也已经 3 岁了，但竞争正在加剧。我们所在的 OpenAI 总部在 Gemini 3 发布后曾处于“红色代码”状态，或者说现在仍处于“红色代码”状态。放眼望去，到处都有公司试图分食 OpenAI 的优势。在我记忆中，这是第一次这家公司看起来没有明显的领先优势。所以我很好奇，你想听听你对 OpenAI 将如何从这一刻突围的看法。,

[原文] [Sam Altman]: first of all on the code red point we view those as like relatively low stakes somewhat frequent things to do uh I think that it's good to be paranoid and act quickly when a potential competitive threat emerges this has happened to us in the past that happened earlier this year with Deepseek um and there was a code red back then too yeah

[译文] [Sam Altman]: 首先关于“红色代码”这一点，我们将其视为风险相对较低、某种程度上比较频繁的操作。我认为当潜在的竞争威胁出现时，保持偏执并迅速行动是件好事。这种情况过去也发生过，今年早些时候 DeepSeek 出现时就发生过，当时也启动了“红色代码”。

[原文] [Sam Altman]: there there's there's a saying about pandemics which is something like when when a pandemic starts every bit of action you take at the beginning is worth much more than action you take later and most people don't do enough early on and then panic later and certainly saw that during the covid pandemic um but I sort of think of that philosophy as how we respond to competitive threats uh and you know it's I think it's good to be a little paranoid

[译文] [Sam Altman]: 有句关于流行病的说法是，当大流行开始时，你在初期采取的每一个行动都比后期的行动更有价值，而大多数人在初期做得不够，后来才开始恐慌，我们在新冠疫情期间确实看到了这一点。我有点把这种哲学应用在我们如何应对竞争威胁上，你知道，我觉得稍微偏执一点是好的。

[原文] [Sam Altman]: gemini 3 has not or at least has not so far had the impact we were worried it might but it did in the same way the Deepse seek did identify some weaknesses in our product offering strategy and we're addressing those very quickly i don't think we'll be in this code red that much longer uh you know like these are not these are historically these have been kind of like six or eight week things for us,

[译文] [Sam Altman]: Gemini 3 并没有——或者至少到目前为止——产生我们担心的那种影响，但它确实像 DeepSeek 一样，指出了我们产品策略中的一些弱点，我们正在非常迅速地解决这些问题。我不认为我们会长时间处于这种“红色代码”状态，这类事情在历史上对我们来说通常就是持续六到八周的事。,

[原文] [Sam Altman]: um but I'm glad we're doing it uh just today we launched uh a new image model which is a great thing and that's something consumers really wanted um last week we launched 5.2 which uh is going over extremely well and growing very quickly

[译文] [Sam Altman]: 但我很高兴我们这么做了。就在今天，我们发布了一个新的图像模型，这很棒，也是消费者真正想要的。上周我们发布了 5.2 版本（注：指 GPT-5.2），反响非常好，增长也非常快。