Enterprise 的难点不是缺模型,而是缺具体入口
00:03:06–00:08:34Insight
- 客户会先谈数据和上下文,追问具体 use case 后,需求才呈现出巨大差异。
- 产品侧仍必须在用户实际工作场景中提供引导,不能只依赖 forward-deployed engineering。
- 每次 agents 等新能力出现,真正理解其边界的 early adopters 与大众市场之间都会重新出现认知差距。
Swyx We’re here in the studio with Akshay from OpenAI. Welcome. 我们现在正在演播室里,和来自 OpenAI 的 Akshay 一起。欢迎。
Akshay Nathan Thank you. 谢谢。
Swyx And with our trusty co-host, Vibhu. So you recently launched ChatGPT Work. You lead Core Product Engineering. It’s been a long journey, into all this. I find it very interesting that you started with no code or low code, with Walrus and Airtable. And to some extent, ChatGPT Work is like the super app of super apps of, well, here is the ultimate no code. You just write a prompt. 还有我们可靠的联合主持人 Vibhu。你们最近发布了 ChatGPT Work,你负责 Core Product Engineering。你一路走来经历了很长的历程。我觉得很有意思的是,你最开始做的是 no-code 或 low-code,包括 Walrus 和 Airtable。从某种程度上说,ChatGPT Work 就像“超级应用中的超级应用”:它是终极的 no-code,你只需要写一段 prompt。
Akshay Nathan Yeah. It’s funny how things come, full circle. I think for a long time in my career, I started my career working consumer fintech, but then after that, like, there’s this hypothesis that, the things that we were able to do with code, like, as engineers, like, if we could bring that to many more people in a more, accessible way, then that would be truly magical. We were working on a startup. 是啊。事情兜兜转转又回到了原点,很有意思。我职业生涯最初做的是消费金融科技。之后我一直有一个假设:工程师通过代码能做到的事情,如果能以更容易使用的方式带给更多人,那会非常神奇。我们当时做过一家创业公司——那还是 LLM 和视觉 LLM 出现之前——想用 AI 做自动化测试。
It’s funny, like, before LLMs, before vision LLMs, on how to do automated testing with AI. It was just kinda jank, back then, but doing what we can, and then worked at Airtable for a while on the same thesis that, like, if we can bring a database or the primitives behind a database to people, that’d be really useful to them. 当时的东西有点粗糙,但我们已经尽力而为。后来我在 Airtable 工作了一段时间,依然围绕同一个命题:如果能把数据库,或者数据库背后的基础构件带给普通人,会非常有用。
But once LLMs came onto the scene, it became clear that, this was the missing piece, like, the missing technology required to, like, bring the magic of code to everyone without them having to know what’s going on underneath the hood. And so, like, I think this launch and a lot of the stuff that we’ve been up to is, like, the manifestation of that. 但当 LLM 登场后,很明显,缺失的那一块终于出现了:它正是让所有人在不必理解底层原理的情况下获得代码魔力所需的技术。所以我认为,这次发布以及我们一直在推进的很多事情,都是这个想法的具体体现。
Vibhu How was stuff when you joined? So you joined OpenAI 2023. Now we’ve got, so much more stuff, so ChatGPT, Codex app, ChatGPT Work. Have things changed? 你刚加入时是什么样?你是在 2023 年加入 OpenAI 的。现在我们的产品多了很多,有 ChatGPT、Codex app、ChatGPT Work。情况变了吗?
Akshay Nathan I think the more interesting thing is how things haven’t changed. Like, one, I joined I remember when I joined, it was, like, five hundred people. One thing I was worried about was, like, I was looking for something, more early stage and, like, was it gonna feel startup enough? And I joined, and I was like, “This feels even more startup-y than I could ever imagine.” And, like, that really hasn’t changed even till now. 我觉得更有意思的是,哪些东西没有变。我记得加入时公司大约有五百人。我当时担心的一点是,我想找一个更早期的项目,这里还会不会足够像创业公司?加入以后我发现:“这里比我能想象的任何地方都更像创业公司。
I think the, like, level of, like, bottoms-up ambition and, like, the ability of anyone to, like, do anything or have an idea and ship it is really cool. But on the, like, mission side, I think what was really compelling to me is this mission of, bringing frontier intelligence to everyone. Like, building AGI and then bringing it to everyone. And, I think acknowledging back then that, like, that vision is gonna, not be a linear progression. ”直到今天这一点也没有真正改变。那种自下而上的抱负,以及任何人都能做任何事、提出想法并把它发布出去的能力,非常酷。使命层面真正吸引我的是,把前沿智能带给每个人:构建 AGI,再把它带给所有人。
Like, we’re probably gonna, like, try different products and have different things that succeed and don’t. But the vision has stayed the same, and the mission has stayed the same, and we’re starting to see the pieces, fall together, and that’s really cool. 我们当时也承认,这个愿景不会沿着一条直线实现;我们大概会尝试不同产品,有些成功,有些失败。但愿景和使命始终不变。现在我们开始看到各个部分逐渐拼到一起,这真的很酷。
Swyx You worked on Enterprise. What A lot of people never touch ChatGPT Enterprise. What is something that you learned from there that you’re bringing into your work now? 你之前做过 Enterprise。很多人从未接触过 ChatGPT Enterprise。你在那里学到的、现在带进这份工作的一件事是什么?
Akshay Nathan I think how there’s no one-size-fits-all solution in Enterprise. I remember in the early days of ChatGPT Enterprise, like, when we talked to customers and, like, everyone. That was, like, when I think it was a year after ChatGPT was released, and everyone was so excited to bring, AI into their enterprise. And, there were all these teams being stood up. It was, like, the AI deployment team with, like, these enormous budgets. 我学到的是,Enterprise 里没有一种方案能适用于所有人。我记得 ChatGPT Enterprise 早期,我们和客户及各种人交流。那大概是 ChatGPT 发布一年后,所有人都非常兴奋,想把 AI 引入企业。
And if you asked anyone, like, what were they excited about? Like, what were they excited about solving? Like, at first, you’d get, like, kinda like the baseline answers of, like, “Yeah, we have all this context and data and all this stuff.” But then if you ask them, like, “What was, like, a discrete use case that, like, they want AI to enable in their workplace?” You get such a different, like, variance, like, explosion of, different types of answers. 各种团队纷纷成立,比如拿着巨额预算的“AI 部署团队”。如果你问大家为什么兴奋、想解决什么,起初得到的往往是一些基础答案,比如“我们有这些上下文、数据和各种资料”。但如果继续问:“你们希望 AI 在工作场所支持哪个具体用例? ”答案就会呈现出巨大的差异,出现各式各样的需求。
And it’s interesting, like, you using, like, these models and these products, you have this box, and you can say anything to it, which is the magic. But it’on the flip side, it also means that, like, you don’t know what to do with it. And in Enterprise, I think a big part of that is, like, meeting the users where they are, like, what use case were they trying to solve, and then teaching them how they can use AI to, like, gain leverage there. 这很有意思:使用这些模型和产品时,你面前有一个框,什么都可以对它说,这是它的魔力;但反过来,这也意味着你不知道该拿它做什么。在 Enterprise 里,很重要的一部分就是在用户所在的位置与他们会合:理解他们试图解决的用例,然后教他们怎样使用 AI 在那里获得杠杆。
Swyx Do you meaningfully differentiate that from forward-deployed engineering? 你认为这和 forward-deployed engineering 有实质区别吗?
Akshay Nathan I think there is the go-to-market side of it and then there is the product side of it. I think you need someone on the product side. And I think, like, however good we get at FDE motion, like, I think at the end of the day, if we have a user who’s, like, looking at their computer or looking at their phone, like, it’s our job in the product to, like, be enabling them and showing them where to go. So we’re really excited about that. 这里既有 go-to-market 的一面,也有产品的一面。我认为产品侧必须有人负责。无论我们的 FDE 模式做得多好,归根结底,如果用户正看着电脑或手机,那么通过产品赋能他们、告诉他们该往哪里走,就是我们的职责。所以我们对此非常兴奋。
Vibhu Do you think there’s been changes, over the past three years of adoption? So there have been, step function changes. You have reasoning models and whatnot. Is there still the same problems of Enterprise has black box, don’t know what to do with it, or have things changed? 过去三年的采用情况发生变化了吗?期间出现过一些阶跃式变化,比如 reasoning models 等。Enterprise 仍然面临同样的问题吗——它像个黑箱,人们不知道用它做什么——还是情况已经变了?
Akshay Nathan We’re seeing now that, like, there’s this huge uptake, right? Everyone is extremely excited about it. It feels like, many people are, millions, hundreds of millions of people are using ChatGPT. They understand, like, how generally to work with AI. But then, like, every time, like, a new capability gets unlocked, so now, like, we’re seeing with agents, like, there is probably a contingent of, like, early adopters still who, truly get it, who are like, “ we you can do anything. 我们现在看到采用量大幅上升。所有人都非常兴奋。感觉很多人——数百万乃至数亿人——都在使用 ChatGPT,也大体理解了怎样与 AI 协作。但每解锁一种新能力,比如现在的 agents,可能仍然只有一批 early adopters 真正理解它。
You just have to make sure the right context is there, it’s connected to the right tools, and that you are supervising it, but, like, anything is possible.” But then there’s, like, this, like, 10x or 100x bigger market where, like, they don’t yet get that, or they don’t yet see that. And so I think that’s the next stage here. So to answer your question, like, I think the adoption is there and growing fast, but I think the opportunity is, like, far bigger than that. 他们知道:“我们什么都能做;只要确保有正确的上下文、连接到正确的工具,并由你监督,任何事情都有可能。 ”但还有一个大十倍甚至一百倍的市场,他们还不理解或还没看到这一点。所以我认为,这是下一个阶段。回答你的问题:采用已经发生,而且增长很快,但机会远比这大。这正是我们想要参与的空间,尤其是通过 ChatGPT Work。
That’s where we wanna play, especially with ChatGPT Work.
Swyx Yeah. well, let’s, let’s skip ahead to ChatGPT Work. only, like, a month ago or so, announced. what was the decision process that led into it? there was this, overall merging of the super app. Is that what we’re officially calling it? you deprecated the browser as well. Just, summarize your last, like, couple months of working on this thing. 好,那我们直接说 ChatGPT Work。它大概一个月前才发布。促成它的决策过程是什么?这里涉及“超级应用”的整体合并——官方是这么叫的吗?你们也停用了 browser。请概括一下你过去几个月做这个产品的经历。
Akshay Nathan Yeah. It feels like forever now, but it’s only been a few months. I think maybe the one, impetus that, like- Is most salient is when we release Codex, or even internally had Codex, like, it was really surprising to us, I think we recently put out some stats on this, that there was this, like, real inflection of, like, adoption among non-developers at OpenAI. 是啊,感觉已经过了很久,其实只有几个月。我想最突出的一个推动因素是:当我们发布 Codex,甚至只是内部开始使用 Codex 时,令我们非常惊讶的是,OpenAI 内部非开发者的采用出现了真正的拐点。我想我们最近公布过一些相关数据。
And, I, through this product development process, like, would go to, like, these UXR sessions to talk to people internally. And the thing that stuck out to me is, like, one, like, you go talk to, like, strategic finance or marketing or whatever, and they’re all using Codex for, their use cases. That part’s cool, but the thing that really stuck out to me is how proud people were that they were using Codex. Like, how, like 在产品开发过程中,我会参加 UXR session,和内部人员交谈。最令我印象深刻的是:你去找战略财务、市场营销之类的团队,他们都在用 Codex 处理自己的用例。这本身很酷,但真正令我印象深刻的是,人们对自己在用 Codex 感到非常自豪。就像… …
Swyx It’s like, “I’m not supposed to be using it, but I am.” 就像:“按理说我不该用它,但我正在用。”
Akshay Nathan It was that. It was, like, that they were, early to this, like, new thing, but it was also this thing of, like, they felt like they had a superpower, right? And, what we recognized then is that, like, the power of Codex, the power of agents, like, we already had this massive distribution base of people who have, come to know and love ChatGPT. Like, how do we show that to them? Like, how do we bring it to them? 确实有这种感觉。他们觉得自己很早就接触到了这个新事物,同时也觉得自己拥有了超能力。我们当时意识到,Codex 的力量、agents 的力量,不只属于开发者,而且这种情况比我们原先想象的来得更早。
Which is, like, a hard product problem, and it’s, like, a tricky thing, right? There’s many ways you can go about it. And so that’s what we called the Merge and the Super App over time, and ultimately launched it in ChatGPT Work, is how do we do that? But it came from that initial realization that, like, the power was not only for developers, like, much earlier than probably even we thought. Like, it could be extended to everyone. 我们已经拥有一个庞大的分发基础,很多人了解并喜爱 ChatGPT;问题是,怎样把这种能力展示给他们、带给他们?这是一个困难而棘手的产品问题,可以有许多做法。我们把长期推进的方向称为 Merge 和 Super App,最后以 ChatGPT Work 发布:核心问题就是怎样做到这一点。
Swyx How do you see the products differently? So, like, who is it for, right? So Codex started out even CLI, then app. Now there’s a merge of ChatGPT Codex and ChatGPT Work, so is it the opening for the average user, for enterprise, for work? How do you position it? 你如何区分这些产品?也就是它们分别面向谁?Codex 最初甚至只是 CLI,后来有了 app;现在 ChatGPT、Codex 和 ChatGPT Work 又合并了。它是向普通用户、Enterprise 还是工作场景开放的入口?你怎样定位它?
Akshay Nathan I think we want to get it to position it for if you’re doing work-related things, for lack of a better word, right? 我想我们希望把它定位为:如果你正在做与工作相关的事情——姑且用这个说法——就可以使用它。
I think productivity is what, like, the pillar that I support. Like, that’s the name of the team. And the reason for that, the reason we call it productivity and not, like, enterprise or, like, work or something like that, is because there’s also personal productivity, right? And, like, I think ChatGPT Work is I’ve seen people do things in their personal lives that you wouldn’t classify as, like, work technically, but, like, these agents are, super capable for. 我负责的支柱叫 productivity,这也是团队的名字。之所以叫 productivity,而不是 enterprise 或 work,是因为还存在个人生产力。 ChatGPT Work 能处理一些个人生活中的事情,严格说它们不算工作,但这些 agents 很擅长。
Like, one recent example that someone posted about, on our Slack is, like, someone had, like, a missed package, like they didn’t receive it, and then they got, like, the picture of it, from Amazon or whoever the courier was, and they, like, asked ChatGPT Work to, like, find out where that package is. 最近 Slack 上有人分享:他的包裹没收到,却从 Amazon 或快递公司那里拿到了投递照片。他让 ChatGPT Work 查清包裹在哪里。
And, like, the agent, is extremely tenacious and, like, took the image and, like, looked at a bunch of, like, listings around their neighborhood and figured out exactly the apartment complex in which the package was, like, gave them some information. And so, like, I think there’s all these things that, like, you, work-related or productivity-related things, I think that’s what we want the product to be. You asked about Codex. 这个 agent 非常执着,它拿着照片查看了附近大量房源信息,准确找出了包裹所在的公寓楼,并给了他一些信息。所以我认为,无论叫工作相关还是生产力相关的事情,这就是我们希望产品覆盖的范围。