OpenAI Considers Taking on Google With Browser
OpenAI 考慮以瀏覽器挑戰 Google
OpenAI is preparing to launch a frontal assault on Google.
OpenAI 正準備向 Google 發起全面攻勢。
The ChatGPT owner recently considered developing a web browser that it would combine with its chatbot, and it has separately discussed or struck deals to power search features for travel, food, real estate and retail websites, according to people who have seen prototypes or designs of the products. OpenAI has spoken about the search product with website and app developers such as Condé Nast, Redfin, Eventbrite and Priceline, these people said.
據了解產品原型或設計的人士透露,ChatGPT 的母公司 OpenAI 近期考慮開發一款結合其聊天機器人的網頁瀏覽器,並曾單獨討論或達成協議,為旅遊、餐飲、房地產和零售網站提供搜尋功能。這些人士表示,OpenAI 已就此搜尋產品與康泰納仕(Condé Nast)、Redfin、Eventbrite 和 Priceline 等網站和應用程式開發商接洽。
OpenAI also has discussed powering artificial intelligence features on devices made by Samsung, a key Google business partner, similar to a deal OpenAI recently struck with Apple, according to people who were briefed about the situation at OpenAI.
據知情人士透露,OpenAI 還討論過為三星(Samsung)製造的裝置提供人工智慧功能,三星是 Google 的重要商業夥伴,這與 OpenAI 近期與蘋果公司達成的協議類似。
The Takeaway 結論
• OpenAI hired key developers of Chrome from Google• OpenAI 聘用了 Google 的 Chrome 關鍵開發人員
• ChatGPT has 300 million weekly active users and has become a quasi-rival to Google Search
• ChatGPT 擁有 3 億活躍周用戶,已成為 Google 搜尋的準競爭對手
• OpenAI pitched apps and websites on ‘natural language’ search product to help change how customers and readers interact with the sites
• OpenAI 向應用程式和網站推銷「自然語言」搜尋產品,以幫助改變客戶和讀者與網站互動的方式
OpenAI could decide not to launch the browser, though earlier this year it hired two people who were instrumental in the development of Google's Chrome browser.
儘管 OpenAI 今年早些時候聘用了兩位在 Google Chrome 瀏覽器開發中發揮關鍵作用的人才,但 OpenAI 仍可能決定不推出該瀏覽器。
If OpenAI launches some or all of these products, it would become an even bigger competitor to Google, which dominates the browser market with Chrome and the search market with Google Search, and powers Samsung’s phones with its Android software. More recently, Google’s Gemini AI began powering features on Samsung devices, such as providing a text summary of a voice recording or using image-generating technology to edit photos.
如果 OpenAI 推出部分或全部這些產品,它將成為 Google 更大的競爭對手。Google 憑藉 Chrome 瀏覽器主導瀏覽器市場,憑藉 Google 搜尋主導搜尋市場,並以其 Android 軟體為三星手機提供動力。最近,Google 的 Gemini AI 開始為三星裝置提供功能,例如提供語音錄音的文字摘要或使用影像生成技術編輯照片。
The state of talks between Samsung and OpenAI couldn’t be learned, but Google has been preparing for the possibility of competing with OpenAI to power such features, said a person with knowledge of the situation. For Samsung, it makes sense to have more than one potential provider of such technology as it negotiates the terms of deals.
無法得知三星與 OpenAI 之間談判的現狀,但據一位知情人士透露,Google 一直在為與 OpenAI 競爭提供此類功能的可能性做準備。對三星而言,在談判交易條件時擁有不止一個此類技術的潛在供應商是有意義的。
A Google spokesperson said companies using Android can work with other technology providers. Spokespeople for OpenAI and the companies that OpenAI is talking to about search features either didn’t immediately respond to a request for comment or didn’t have a comment on the record.
Google 發言人表示,使用 Android 的公司可以與其他技術供應商合作。OpenAI 以及 OpenAI 正在與之洽談搜尋功能的公司發言人,要麼沒有立即回覆置評請求,要麼沒有公開發表評論。
Google has been scrambling to catch up to OpenAI on the AI chatbot front. Last year it launched its Gemini chatbot and made search results more conversational, mimicking ChatGPT.
Google 一直在努力追趕 OpenAI 在 AI 聊天機器人方面的進展。去年,它推出了 Gemini 聊天機器人,並使搜尋結果更具對話性,模仿 ChatGPT。
ChatGPT generates billions of dollars a year in revenue from subscriptions and has added searchlike features that show real-time information from the web, in part with the help of Microsoft’s search technology. But ChatGPT hasn’t visibly hurt Google search yet, even if some people are using it as a partial replacement for Google.
ChatGPT 透過訂閱服務每年創造數十億美元的收入,並新增了顯示來自網路的即時資訊的類似搜尋功能,部分借助了微軟的搜尋技術。但即使有些人將其作為 Google 的替代品,ChatGPT 也沒有明顯損害 Google 搜尋。
Still, ChatGPT is growing quickly and currently dominates the nascent market for AI chatbots. Making a web browser could help OpenAI have more control over a primary gateway through which people use the web, as well as further boost ChatGPT, which has more than 300 million weekly users just two years after its launch. It isn’t clear how a ChatGPT browser’s features would differ from those of other browsers.
儘管如此,ChatGPT 正在快速發展,目前主導著新興的 AI 聊天機器人市場。開發網頁瀏覽器可以幫助 OpenAI 更好地控制人們使用網路的主要入口,並進一步提升 ChatGPT,這款產品在推出僅兩年後就擁有超過 3 億的活躍周用戶。目前尚不清楚 ChatGPT 瀏覽器的功能將如何與其他瀏覽器區分開來。
In a signal of its interest in a browser, several months ago OpenAI hired Ben Goodger, a founding member of the Chrome team at Google. Another recent hire is Darin Fisher, who worked with Goodger to develop Chrome.
作為其對瀏覽器感興趣的信號,幾個月前,OpenAI 聘用了 Ben Goodger,他是 Google Chrome 團隊的創始成員。另一位近期聘用的成員是 Darin Fisher,他曾與 Goodger 共同開發 Chrome。
But OpenAI isn’t remotely close to launching a browser, multiple people said. Launching a browser is timely and complicated because browser providers need to ensure people’s data doesn’t leak to websites, and the browser needs to work with various types of extensions to adequately compete with incumbent browsers, among other things.
但據多人表示,OpenAI距離推出瀏覽器還遠得很。推出瀏覽器耗時且複雜,因為瀏覽器提供商需要確保用戶的數據不會洩露給網站,並且瀏覽器需要與各種擴展程式配合使用才能與現有瀏覽器充分競爭,等等。
Browsers could play an important role as companies such as Google and OpenAI prepare to launch AI agents, which can control a browser and take multistep actions on behalf of people, such as conducting web research or handling data entry or coding-related tasks.
隨著Google 和OpenAI等公司準備推出 AI 代理程式(可以控制瀏覽器並代表用戶執行多步驟操作,例如進行網路研究或處理數據輸入或編碼相關任務),瀏覽器可能扮演重要角色。
‘Build a Moat’ 「築起護城河」
OpenAI’s browser move would resemble Google's development of the Chrome browser nearly 20 years ago when its leaders, including now-CEO Sundar Pichai, became afraid Microsoft would leverage its Internet Explorer browser to stop people from using Google Search.
OpenAI涉足瀏覽器領域,類似於近 20 年前 Google 開發 Chrome 瀏覽器時的做法。當時,包括現任執行長 Sundar Pichai 在內的 Google 領導者擔心微軟會利用其 Internet Explorer 瀏覽器阻止用戶使用 Google 搜尋。
Chrome has since become the most-used browser. That has helped expand the usage of Google Search, which is baked into the browser. It also has given Google an extraordinary array of data on how people use the web, aiding its various advertising and other businesses.
從那以後,Chrome 成為了使用最廣泛的瀏覽器。這有助於擴展 Google 搜尋的使用率(已整合到瀏覽器中)。它還為 Google 提供了關於人們如何使用網路的大量數據,從而幫助其各種廣告和其他業務。
“OpenAI is a little bit like Google in the old days,” said Brendan Eich, CEO of Brave Software, which operates a privacy-focused browser with more than 30 million daily active users, plus a search engine that handles more than 30 million queries per day and which powers search features for numerous AI developers.
「OpenAI有點像過去的 Google,」Brave Software 執行長 Brendan Eich 說道。Brave Software 經營著一款注重隱私的瀏覽器,每日活躍用戶超過 3000 萬,還有一個搜尋引擎,每日處理超過 3000 萬個查詢,並且為眾多 AI 開發人員提供搜尋功能。
Google didn’t control the way people reached its services “and then they learned, ‘We have to do Chrome, we have to do Android, to build a moat.’ OpenAI is in a similar situation,” he said.
Google 無法控制人們訪問其服務的方式,「然後他們意識到,『我們必須開發 Chrome,我們必須開發 Android,才能築起護城河。』OpenAI也面臨著類似的處境,」他說道。
Chrome’s position suddenly looks precarious: Next year, a judge will rule on the Justice Department’s request, made on Wednesday, to force Google to sell Chrome as a penalty for operating an illegal monopoly in search.
Chrome 的地位突然顯得岌岌可危:明年,法官將就司法部週三提出的要求做出裁決,該要求強制 Google 出售 Chrome,以此懲罰其在搜尋領域壟斷的違法行為。
It isn't clear how many website publishers or apps have officially agreed to launch OpenAI’s search chatbot technology on their sites. The new product is called NLWeb, or Natural Language Web, said one of the people who has seen a prototype.
目前尚不清楚有多少網站發布商或應用程式已正式同意在其網站上推出OpenAI的搜尋聊天機器人技術。一位見過原型的人士表示,這款新產品的名稱是 NLWeb,即自然語言網路。
Over the past year, OpenAI has struck numerous financial agreements with publishers and app developers in which it pays them to use their content to develop AI. OpenAI’s product to power conversational search for the sites has been discussed as part of broader deals and in some cases separately from such deals. In some cases, OpenAI has discussed the possibility that publishers pay a relatively small amount of money for the service, said a person with knowledge of it.
在過去一年裡,OpenAI與許多出版商和應用程式開發商達成了多項財務協議,支付費用以使用其內容來開發 AI。OpenAI為網站提供對話式搜尋功能的產品,已作為更廣泛協議的一部分進行討論,在某些情況下則與此類協議分開討論。一位知情人士表示,在某些情況下,OpenAI討論了出版商可能只需支付少量費用就能使用該服務的可能性。
Changing the Web 改变網路
OpenAI has pitched the product as a way for websites to fundamentally change how they interact with their readers or customers, making people accustomed to talking to websites the same way they talk to ChatGPT.
OpenAI將該產品定位為一種讓網站從根本上改變與讀者或客戶互動方式的方法,讓用戶習慣於像與ChatGPT交談一樣與網站交談。
Someone visiting a clothing retailer’s website, for instance, could ask the search function what kind of coat would make sense for a trip they’re planning a trip to another country. And someone visiting a cooking site, such as Bon Appétit, could ask the site what type of dishes would go well with tikka masala, for instance.
例如,訪問服裝零售商網站的用戶可以詢問搜尋功能,什麼樣的衣服適合他們計劃前往另一個國家的旅行。而訪問烹飪網站(例如 Bon Appétit)的用戶可以詢問該網站,什麼樣的菜餚與印度烤雞肉搭配得最好。
OpenAI’s AI would then help the retailer or cooking site show the most relevant results—in the above cases, images of coats or links to specific recipes.
然後,OpenAI的 AI 將幫助零售商或烹飪網站顯示最相關的結果——在上述情況下,就是外套的圖片或指向特定食譜的連結。
This isn’t the first time OpenAI has attempted to connect its conversational AI with other apps. Last March, the startup launched ChatGPT plug-ins, which allowed chatbot users to take actions with the aid of external apps, such as ordering groceries with Instacart or booking reservations using OpenTable—all without leaving ChatGPT. However, the feature struggled to gain traction because it was often more difficult to use than visiting the external apps themselves. OpenAI shut it down earlier this year.
這並非OpenAI第一次嘗試將其對話式 AI 與其他應用程式連接起來。去年三月,這家初創公司推出了ChatGPT插件,允許聊天機器人用戶借助外部應用程式採取行動,例如使用 Instacart 訂購雜貨或使用 OpenTable 預訂餐位——所有這些都無需離開ChatGPT。然而,由於該功能通常比直接訪問外部應用程式更難使用,因此難以獲得普及。OpenAI在今年早些時候關閉了該功能。
The NLWeb search product would compete with similar products from Google Cloud and other firms, though OpenAI has said its upcoming product performs better because it uses the startup’s market-leading conversational AI. Other apps and website publishers have used OpenAI’s large language models to develop their own search features on their sites or apps.
NLWeb 搜尋產品將與 Google Cloud 和其他公司的類似產品競爭,儘管OpenAI表示其即將推出的產品性能更好,因為它使用了該公司領先市場的對話式 AI。其他應用程式和網站發布商已使用OpenAI的大型語言模型在其網站或應用程式上開發自己的搜尋功能。
Companies such as Redfin, a real estate broker that operates a realty search site, have previously launched features that allow their customers to talk to ChatGPT to search for content on their sites.
例如 Redfin(一家經營房地產搜尋網站的房地產經紀公司)之前就推出了允許客戶與ChatGPT交談以搜尋其網站內容的功能。
The new OpenAI search product would be more directly integrated with the publisher sites. And it could theoretically help OpenAI improve the results ChatGPT provides in response to questions involving topics such as real estate or retail products.
新的OpenAI搜尋產品將更直接地與發布商網站整合。從理論上講,它還可以幫助OpenAI改進ChatGPT針對房地產或零售產品等主題問題提供的結果。
Erin Woo is a San Francisco-based reporter covering Google and Alphabet for The Information. Contact her at @erinkwoo.07 on Signal, erin@theinformation.com and at @erinkwoo on X.
伍艾琳 (Erin Woo) 是《The Information》的記者,常駐舊金山,負責報導 Google 和 Alphabet 的相關新聞。您可以透過 Signal 聯絡她:@erinkwoo.07,或電郵 erin@theinformation.com,以及 X 平台:@erinkwoo。
Sahil Patel is a reporter for The Information, covering the business of media and entertainment. Before that, he was at The Wall Street Journal covering how advertising and media were being disrupted by technology. He is based in New York and can be found on Twitter @sizpatel.
帕特爾 (Sahil Patel) 是《The Information》的記者,負責報導媒體和娛樂產業的商業動態。在此之前,他曾在《華爾街日報》任職,報導科技如何顛覆廣告和媒體產業。他常駐紐約,他的 Twitter 帳號是 @sizpatel。
Amir Efrati is executive editor at The Information, which he helped to launch in 2013. Previously he spent nine years as a reporter at the Wall Street Journal, reporting on white-collar crime and later about technology. He can be reached at amir@theinformation.com and is on Twitter @amir
艾夫拉提 (Amir Efrati) 是《The Information》的執行編輯,他參與了 2013 年該雜誌的創刊。此前,他在《華爾街日報》擔任記者九年,報導過白領犯罪,後來則專注於科技領域。您可以透過電郵 amir@theinformation.com 聯絡他,他的 Twitter 帳號是 @amir
時機巧妙,正值美國司法部強制拆分 Chrome 的時候。這對開放人工智能聯盟 (OAI) 來說可能意義重大。
網站搜尋創新已從網路早期大幅衰退。結合 AI 輔助客戶支援,網站的搜尋功能將更具吸引力。