Sam Altman personally interpreted OpenAI's strategy in today's latest interview, and today Sam was interviewed by the podcast @ benchhonson https://(x.com)/stratechery/status/1975867515973824795? s=46&t=k6rimWsEbo2D2tXolYcM-A， Seeing someone organize Sam's latest interview highlights, it's worth a look: 1. What is the unified logic behind so many recent actions? 1) The core goal is to create a "personal AI assistant" that runs through the user's entire life. 2) Implement path → ChatGPT as the core entrance+access to third-party apps+API services, allowing users to use the same AI anywhere and maintain continuity of experience (AI knows you and has your historical data). In plain language, OpenAI wants to become the "Windows" of the AI era. It is both the interface for user interaction (consumer+enterprise) and the "target customer" for downstream infrastructure construction (driving industries such as chips and servers). 2. Why is OpenAI burning money crazily to build infrastructure? 1) Core judgment: The progress of AI research is extremely optimistic - it is necessary to place a "company level" heavy emphasis now and prepare in advance the infrastructure that can carry future products and business needs. 2) This is not something that can be done slowly=it is a 'parallel engineering'. Electricity+data center+chip+software+consumer demand+business model, all links must be promoted simultaneously. 3) Where does the money come from? Long term reliance on OpenAI's own income. In the short term, OpenAI will help partners solve financing problems, essentially endorsing upstream with its own credit and certainty purchase orders. 3. What does it mean to directly plug the app into ChatGPT? 1) This is a further attempt after the previous' plugins' failed. The logic is: where the user is, the application should be located. 2) Key change: OpenAI has deliberately chosen the "empowerment" mode instead of the "blood sucking" mode this time. 3) What I didn't do: directly capture Zillow data and display the results myself (which is a disaster for Zillow). 4) What we are doing: Let users directly call Zillow in ChatGPT and let Zillow take over the UI.=Traffic to you, brand to you, user relationships to you. 5) The fundamental purpose is to establish an ecosystem where new startups can also rise, rather than becoming "ecological killers". This reflects Sam Altman's mindset as an investor. 4. What incremental information does Sora's success have? 1) Core insight: Greatly lowered the threshold for "high-quality creative expression" → ignited the suppressed creative needs of ordinary people. 2) In the past, creative tools were difficult to use, and good works were the patent of a few people. 3) Now: Sora makes the conversion of "ideas" into "good works" exceptionally simple. 4) Data evidence: it breaks the classic "1% creation" rule of the Internet. Among Sora's early active users, the proportion of creators was as high as about 30%. 5) The challenge of business model: extremely high generation cost → pure advertising model cannot withstand (such as posting memes among friends), "pay per view" may be the inevitable choice. 5. How does OpenAI view user and market feedback? 1) Core contradiction: AI heavy users (experts on Twitter) and the general public (Normies) have completely different needs and usage for the product. 2) A key lesson: In the past, this difference was not given enough attention, resulting in significant user dissatisfaction when making product changes (such as simplifying GPT-5). 3) Future direction: It is necessary to create a product that can meet both groups of people at the same time, which is difficult but must be achieved. 4) Feedback processing principle: Data is more important, but if "anecdotes" conflict with data, extra caution must be exercised because rumors are often correct. Yesterday, I wrote about why OpenAI is crazily hoarding computing power? The core reason is the expectation of a surge in computing power demand in the future world, and the need to use OpenAI based on big models as a starting point to build GPT into the entry point for future AI and the operating system for the entire AI application, achieving a fundamental transformation from a "conversational assistant" to an "action agent". This logic seems to have a deep understanding of Sam's strategic vision