Image source: Generated by Unbounded AI

Two years have passed... ChatGPT has brought earth-shaking changes to the world since its birth.

Today is the second anniversary of ChatGPT!

OpenAI’s official Twitter retweeted a post from two years ago with the caption “So, have you tried it?”

Netizens in the comment area asked for "gifts" from OpenAI. Some people said that they have been using it for two years. Isn't there a full-health version of o1 today?

Altman posted a message saying, "I made a tree house," without revealing any information about the upcoming release of a new model.

OpenAI Lianchuang Greg sent his blessing to ChatGPT as soon as possible.

Since then, AI has become a frequently mentioned word on the entire Internet. As of now, ChatGPT has 250 million active users every week.

Moreover, since the launch of ChatGPT, the market value of the world’s six largest technology companies has increased by more than 8 trillion US dollars in total. Among them, Nvidia’s market value has surged most significantly.

After completing a new round of financing of US$6 billion, OpenAI’s latest valuation has reached US$150 billion, and it is currently actively seeking a new round of financing to support annual expenditures of up to US$5 billion.

All these funds will be used to train the next generation of new models and build infrastructure.

The latest news from foreign media is that the OpenAI intelligent agent will be launched in 2025, with the goal of expanding to 1 billion user groups in the future.

The total valuation of the world’s technology giants has soared by US$8 trillion

The release of ChatGPT is a turning point in the destiny of the world's technology companies.

According to the latest statistics from Bloomberg, technology giants including Nvidia, Google, Microsoft, Apple, and Amazon have shared a valuation of US$8 trillion in this AI dividend.

The opening chart simply plots the changes in market value of six companies since ChatGPT was launched in 2022. The entire technology sector S&P 500 index has risen by 30%.

At the same time, NVIDIA has significantly surpassed AMD and Intel, firmly occupying the throne of the world's computing power.

In addition, the cloud revenue of Microsoft, Amazon, and Google, the world's three major cloud service providers, is also accelerating, exceeding US$250 billion.

For small companies, the returns are relatively small.

ChatGPT’s birthday, Musk is causing trouble

On ChatGPT’s birthday On this day, Musk gave OpenAI a big gift.

He submitted a latest injunction to the court to prevent OpenAI from making full profits.

Musk’s legal team has filed an injunction motion with the District Court for the Northern District of California against OpenAI, CEO Sam Altman, President Greg Brockman; as well as Microsoft, LinkedIn co-founder and former OpenAI board member Reid Hoffman , former OpenAI board member and Microsoft Vice President Dee Templeton has engaged in various illegal and unfair competition behaviors.

To put it simply, there are four main accusations:

1. OpenAI prevents investors from supporting other competing companies, such as Musk’s own xAI, that is, OpenAI uses its market position to influence Investors make decisions to absorb more funds, thereby limiting fair competition in the market.

2. Through its connection with Microsoft, "improperly obtained competitively sensitive information" and shared information provided an unfair advantage in market competition.

3. Transform OpenAI’s governance structure into a profitable one and “transfer all significant assets, including intellectual property rights, owned, held or controlled by OpenAI, its subsidiaries or affiliates” .

4. OpenAI conducts business transactions with other organizations in which the defendants have "significant financial interests", harming fair competition in the market.

If the court does not approve the injunction, Musk's legal team claims that it will cause "irreparable harm" to the market. After prohibiting the change of OpenAI's non-profit status, OpenAI continues to accept new investments. Under the circumstances, it would be "virtually impossible to undo" the company's transactions and would not result in "large-scale investment losses."

And even if Musk wins the lawsuit, OpenAI may not have "sufficient funds" to pay compensation. OpenAI's expenditure exceeds US$5 billion and is far from breaking even.

“In order to protect OpenAI’s remaining non-profit character and prevent self-dealing, an injunction is the only appropriate remedy. Failure to do so, and waiting until the court hears the case, will serve as a guarantee to Musk and the public’s commitment to OpenAI It has long ceased to exist."

In fact, this is not the first time Musk has sued OpenAI. In July this year, Musk withdrew a lawsuit, accusing OpenAI of violating its original non-profit mission. , and did not allow the research results to benefit everyone.

Musk claimed at the time that he had been defrauded of $44 million. Although it was considered a donation to OpenAI at the time, it was only because someone took advantage of his concerns about the "existential" harm of artificial intelligence.

In the November amended complaint, Microsoft, Hoffman and Templeton were also added as defendants; Neuralink executives and former OpenAI board members were addedShivon Zilis and xAI as plaintiffs.

Last year, Musk established xAI and soon released a top-level generative artificial intelligence model, Grok, to provide technical support for multiple functions on its social network product X (formerly Twitter), and also provided The API lets customers integrate Grok into third-party applications, platforms and services.

The investment that xAI can receive is limited by OpenAI.

Musk’s legal team claims that OpenAI requires investors to promise not to fund xAI and its competitors; and it has been verified that at least one major investor in OpenAI’s October financing round later refused to invest in xAI.

However, this statement is actually untenable. The financing process of xAI has been going very smoothly. This month it completed a round of financing of US$5 billion, including the participation of well-known investors such as Andreessen Horowitz and Fidelity. It has With approximately US$11 billion in funding, it can be said to be one of the most well-funded artificial intelligence companies in the world.

Musk’s preliminary injunction motion also claims that Microsoft and OpenAI continue to illegally share proprietary information and resources, and that several defendants, including Altman, are engaging in self-dealing and harming market competition.

The document pointed out that OpenAI chose Stripe, a payment platform in which Altman has "significant financial interests", as OpenAI's payment tool; and there are rumors that Altman made billions of dollars from Stripe's holdings.

Microsoft has strengthened its partnership over the past few years since first supporting OpenAI in early 2019, investing a total of about $13 billion in exchange for an effective 49% share of the company's revenue.

Microsoft also allows OpenAI to use its cloud hardware resources extensively, allowing OpenAI to train, fine-tune and run large-scale artificial intelligence models.

In March this year, a spokesperson for OpenAI said in a statement, "Musk's fourth attempt is just another repetition of the same, bluff, and unfounded complaints."

OpenAI intelligent agent will be launched next year, targeting 1 billion users

Not only In this way, OpenAI is betting on a series of new AI products, building its own data center, and establishing a strategic partnership with Apple.

They set the next stage of growth goal to reach 1 billion users per year within the next year.

Although ChatGPT has "only" 250 million weekly active users since its launch two years ago, since last month, ChatGPT has been deployed on billions of Apple devices, with 1 billion users estimated to be just A small goal.

Apple’s total sales worldwideThere are 2 billion iPhones, and there is a desire to launch a new artificial intelligence phone.

If it is deeply bound to ChatGPT and reaches 1 billion users, OpenAI will completely join the ranks of the strongest technology companies on the planet. The only other companies with similar user numbers are products from giants such as Google and Facebook.

Another growth point lies in "intelligent agents", which can be said to be the main focus of the AI ​​circle this year. The AI ​​agents planned by OpenAI can help users perform "network information collection", "booking or Purchase items" and other tasks.

However, competition will become more intense next year. Companies such as Google, Anthropic, and Microsoft have expressed their intention to launch smart assistants within the next year.

Although OpenAI is growing rapidly and its prospects are promising, potential risks still exist, including leadership changes and rising costs.

OpenAI lost key executives from its entire research and security teams, including its three original co-founders, as well as well-known technology leaders such as Ilya Sutskever and Mira Murati.

At the same time, OpenAI is also actively seeking transformation, gradually transitioning from a non-profit business model to a for-profit business model. The number of employees has increased five times to more than 2,000 people, maintaining a long-term research vision while maintaining a long-term research vision. Focus on adding revenue-generating products to cover ballooning costs.

OpenAI’s annual expenditure exceeds US$5 billion, which is far from breaking even.

But CFO Sarah Friar raised more than $6 billion in investment in October at a $150 billion valuation, the highest valuation for a startup in Silicon Valley history, and will continue to raise "more "More funds."

OpenAI also needs to deal with complex political issues, align with the U.S. government’s priorities in artificial intelligence, and resolve disputes with Musk.

The full health version of O1 will be sacrificed tonight? Some predictions from netizens

More than a month ago, Ultraman said, “Next month is ChatGPT’s second birthday, what should we give it as a gift? Where’s the birthday present?”

Even the official ChatGPT account is no longer hidden, saying that the full health version of o1 is coming soon.

Or, there is a high probability that we can get the release of O1 tonight.

Some whistleblowers said that OpenAI may release something about voice/advanced mode today, and some internal OpenAI employees are discussing/retweeting it.

Some people also said that the full version of o1 will also be released.

The founder of Abacus AI said that it has been two years since ChatGPT was launched and set off a craze in the field of artificial intelligence. Artificial Intelligence Frontier ModelTypes increased from one to more than a dozen, and text, code, video, and image generation moved from prototypes to practical applications.

However, we are just getting started! The next two years are going to be crazier than the past two. As AI becomes more autonomous and independent, it will become even more amazing.