OpenAI DevDay:Dots插件生态、Decision
OpenAI DevDay: Dots, Agents & $100B Opportunities
I got to be real with you. I didn't think I'd be making this episode of the podcast, but I just watched almost 60 minutes of Sam Alman up on stage and he launched a few things that I think are going to make people in aggregate billions of dollars. And I don't think that's a stretch. I think that there were 20 launches, feature launches today, but I think there's probably three or four that are so big that I think the people that who figure out how to, you know, use those features and to grab a slice of those billions of dollars of transactions that are going to be happening within the chat platform.
我得跟你坦诚相待。我原本以为不会录制这一期播客,但我刚刚看了萨姆·阿尔曼(Sam Alman)在台上将近60分钟的演讲,他发布了一些我认为将 collectively 为数十亿美元带来收益的东西。我觉得这并不夸张。今天有20个功能发布,但我觉得其中有三四个规模巨大,我认为那些懂得如何利用这些功能、并从即将在聊天平台内发生的数百亿美元交易中分得一杯羹的人,将会获益匪浅。
I think uh they're going to be able to create some really, really big businesses. So, I had to come on here and just break it down for you. You know, if you're new here, my name is Greg Eisenberg. I'm the host of the Startup Ideas podcast. I started and sold three ventureback companies. I was an adviser to Reddit, Tik Tok, and I come on here because I think that this is an incredible time to be building your ideas. And I think that in the age of AI, you can use tools like this to go and do that.
我认为他们能够建立起非常庞大的业务。所以,我必须来到这里,为你详细拆解一下。如果你是新来的,我叫格雷格·艾森伯格(Greg Eisenberg),是《Startup Ideas》播客的主持人。我创立并出售了三家由风险投资支持的公司。我曾担任 Reddit 和 TikTok 的顾问。我来这里是因为我认为现在是构建你创意的绝佳时机。而且我认为,在人工智能时代,你可以利用这样的工具来实现这一点。
So, uh, by the end of this episode, you're going to learn about the most important things that happened today that Sam Alman launched at Dev Day 2026. I'm going to give you some ideas and some frameworks for thinking about how you could come up with your own ideas. Um, so that you can grab a slice of that pie. And I'm just going to cut through the noise. Um, so you're by the end of it, I'm just going to I'm I'm just going to really focus on uh for people interested in building businesses uh making money around uh AI, this is the episode for you.
因此,在本期节目结束时,你将了解到萨姆·阿尔曼在2026年开发者日(Dev Day 2026)上发布的今天最重要的事项。我会给你一些思路和框架,帮助你思考如何提出自己的创意,从而分得那块蛋糕的一杯羹。我将剔除噪音,直击重点。对于那些对围绕AI构建业务、赚取利润感兴趣的人来说,这就是为你准备的节目。
So, uh the bit, you know, yes, like I said, there were, you know, 20 plus launches, feature launches today. The most important ones to me, the ones I think are the most interesting and I think you know maybe for you um is let's start with dots. So we have to talk about dots. Dots is the personal agent platform um and uh it's their you know answer to Muse by Meta and their answer to Instinct. And you know what's really cool about it is they now have this, you know, front door where they're you're going to have access uh to the 1.2 billion weekly active users.
那么,正如我之前所说,今天有超过20个功能发布。对我来说最重要的、我认为最有趣、也许对你来说也最有价值的,让我们从 Dots 开始。我们必须谈谈 Dots。Dots 是一个个人智能体平台,它是他们对 Meta 的 Muse 以及 Instinct 的回应。真正酷的是,他们现在有了一个入口,通过它你将能够访问12亿周活跃用户。
That's what Sam Alman said today. Um so you know, people are going to go and use their personal agent platform, DOTS, and they're going to be asking questions, right? They're going to say, "I need this permit fixed or I have this request or you know I'm looking for a restaurant that you know serves this and chat GBT is going to understand that job and uh your plug-in that you have made um which is essentially like a mini app um is going to get selected for the work and we're going to talk about ways to surface that but they've basically announced that plugins they're doubling down on plugins.
这就是 Sam Alman 今天所说的。嗯,你知道的,人们会去使用他们个人的智能体平台 DOTS,并且会提出问题,对吧?他们会说:"我需要修复这个许可证,或者我有这个请求,或者你知道我在寻找一家提供这种服务的餐厅,"而 ChatGPT 将理解这项任务,你开发的插件——本质上就像一个迷你应用——将被选中来处理这项工作。我们会讨论如何展示这些插件,但他们基本上已经宣布,他们将加倍投入插件的开发。
Um, I think Sam said something or uh around like, you know, they've they he didn't say it, you know, verbatim that it's like plugins were a failure. He didn't say that, but he did say like something to the degree I'm paraphrasing that they had some like mixed reviews on plugins. They're now doubling down on plugins. And I believe Sam that he's going to like make plugins a thing. and he's going to try to make chat GBT the app ecosystem for AI.
嗯,我认为 Sam 说过类似的话,或者说他并没有原话实说,比如插件是一场失败。他没有这么说,但他确实表达了某种程度的意思,我在此转述:他们对插件有一些褒贬不一的评价。现在他们正加倍投入插件。我相信 Sam 会让插件成为一项重要功能,并试图让 ChatGPT 成为 AI 的应用生态系统。
So there and that and that's a huge uh announcement of today and we're going to talk about some of the things uh we'll go deeper on that. Um so your business you want your business to go and like fix the customer's request file the permit you know if it's you know an example of like a permit company and then you're going to want to do the result. So this is the new app ecosystem. You need to drill this into your brain.
所以这是今天的一个重大公告,我们将讨论其中一些内容,并对此进行深入探讨。嗯,所以你的业务希望你去处理客户的请求文件,比如提交许可证申请,如果你是一家许可证公司的例子,然后你将需要生成结果。这就是新的应用生态系统。你需要把这个概念深深植入你的脑海中。
You, you know, have to figure out how you could focus on the right customer. Um, Chat GPT is going to understand the job, so they're going to do that. You're going to have to create the right plugin that does the right thing and actually creates a good result. Cuz if you can do that, you know, you can be hired before the customer knows your name. Um, you could have access to the 1.2 2 billion weekly active users and we're talking about like you know I said in the intro like billions of dollars of transactions.
你知道的,你必须弄清楚如何专注于正确的客户。ChatGPT 将理解任务,所以它会做到这一点。你必须创建能够正确执行任务并产生良好结果的合适插件。因为如果你能做到这一点,在客户知道你的名字之前,你就可能被雇佣。你可以接触到每周 12 亿活跃用户,正如我在引言中所说,涉及数十亿美元的交易额。
I'm even being conservative like I don't think it's crazy to say that in 10 15 20 years that there's trillions of dollars of transaction volume happening within personal agent platforms. But let's be conservative and say that there are billions of dollars that will be uh uh you know in in transaction volume. So now that we understand that, let's go back to, you know, Devday's uh website. So you can see um here's their personal agent platform.
我甚至持保守态度,我认为说在 10、15 或 20 年内,个人智能体平台内的交易量将达到数万亿美元并不疯狂。但让我们保守一点,说有数十亿美元的交易量。既然我们已经理解了这一点,让我们回到 Devday 的网站。你可以看到,这是他们的个人智能体平台。
The other thing that they announced uh today is decision API. Um I did a video I think it was last week on Jev. Um and this is their answer to Jev. So you saw they had their answer to Muse. This is their answer to Jev. Decisions API enables real-time decision-making by focusing Luna's intelligence on a specific set of userdefined questions with finite predefined answers. So developers supply context using text or images and they get back answers they can use to classify content, route requests, or choose an agent's next action.
他们今天宣布的另一件事是 Decision API。嗯,我想上周我在 Jev 上做了一期视频。这是他们对 Jev 的回应。所以你们看到了他们对 Muse 的回应,这是他们对 Jev 的回应。Decision API 通过将 Luna 的智能聚焦于一组特定的用户定义问题和有限的预定义答案来实现实时决策。因此,开发者使用文本或图像提供上下文,然后获得可用于分类内容、路由请求或选择智能体下一步行动的答案。
So it's in limited preview today. Um excited to play around with it. I've been hooked on Jev. Hooked on Jev. I think there's a bunch of, you know, use cases for Jev that are, you know, people are not talking about underserved. Um, you know, one that I think is really interesting is just, you know, UI design. How do you how do you use uh a deci essentially Jev is a decisions API. How do you use a decisions API to get you the most highly converted converting, you know, app store screenshots or um direct response websites and apps, things like that.
所以它今天处于有限预览阶段。我很兴奋能玩一玩。我一直对 Jev 着迷。对 Jev 着迷。我认为有很多关于 Jev 的用例,你知道的,人们没有谈论到的未被充分服务的领域。嗯,我觉得一个非常有趣的用例就是 UI 设计。你如何使用本质上是一个 Decision API 的 Jev?你如何使用 Decision API 来获得转化率最高的应用商店截图或直接响应式网站和应用之类的东西?
So, there's a ton of opportunity there. Question here is will OpenAI's decision API be worse, as good or better than um Jev TBD? We will find out really soon, but I think it's worth paying attention to. The other uh big launch uh of today that I think is really interesting is the agents API is now is with computer use. So the agents API now supports computer use. So developers can build agents that interact with software to complete tasks.
所以那里有巨大的机会。这里的问题是 OpenAI 的 Decision API 会比 Jev 更差、相当还是更好?这还有待确定(TBD)?我们很快就会知道,但我认为值得密切关注。我今天认为另一个非常重大的发布是与计算机使用相关的 Agent API。所以 Agent API 现在支持计算机使用。因此,开发者可以构建与软件交互以完成任务的智能体。
It also brings codeex's multi- aent capabilities, tool search, tool calling, and context compaction into your application. OpenAI runs the underlying infrastructure so your team can focus on building applications. This uh I've talked about this before around like you know vertical harnesses. You can see here open AI the it's a manage hardness harness. So you know if you have you know great data if you have a great brand if you understand a vertical better than other people you know there's this huge opportunity to build apps.
它还将其 CodeEx 的多智能体能力、工具搜索、工具调用和上下文压缩带入你的应用程序。OpenAI 运行底层基础设施,这样你的团队就可以专注于构建应用程序。我之前讨论过这一点,比如垂直领域的 Harness。你可以在这里看到 OpenAI 的 Manage Hardness Harness。所以如果你拥有很好的数据,有一个很棒的品牌,或者比其他人更了解某个垂直领域,那么就有巨大的机会去构建应用。
Um, and that's why I would be playing with the agent API today. Like go and figure out, you know, what you can be building, how you can extend yourself, uh, extend your business to to this world. And, um, this is just like a new surface area. It's like thinking about how you can create AI native apps. Um, and it's just I think there's a lot here. I don't think a lot of people are doing it. Um, and obviously that excites me. the other like low-key huge announcements.
嗯,这就是为什么我今天要玩 Agent API。比如去探索一下,你知道的,你能构建什么,如何扩展自己,呃,如何将你的业务扩展到这个世界。这就像是一个新的表面领域。就像是在思考如何创建 AI 原生应用。嗯,我觉得这里有很多东西。我不认为很多人正在做这件事。嗯,显然这让我很兴奋。这是另一个低调但巨大的公告。
I don't even know if it's I don't even know if it's on this page. That's how low-key it is. But when I saw it, it it it sort of blew my mind. But basically, you can now sign in with your Chat GBT login and use your token allowance and on those websites. This is going to open up thousands of business opportunities in the same way that when Facebook launched their login, it opened up thousands of business opportunities and actually created many billions billion dollar companies.
我甚至不知道它是否在这个页面上。它就是这么低调。但当我看到它时,它真的让我大吃一惊。但基本上,你现在可以使用 ChatGPT 登录来登录,并在这些网站上使用你的令牌额度。这将像 Facebook 推出其登录功能一样,开启成千上万商业机会,并实际上创造了数十亿甚至数百亿美元的公司。
Think about, you know, Yelp as an example. Like I remember when Yelp came out, it was basically and you, you know, you can go check out what their early uh product looked like. multi-billion dollar company that was basically log in with um your Facebook and you're going to see local uh reviews and and review
想想 Yelp 作为例子。我记得当 Yelp 刚出来时,基本上它是一个你可以登录查看早期产品样貌的多十亿美元公司,基本上是用你的 Facebook 登录,然后你会看到当地的评论和评价。
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