Steve?

史蒂夫？

Hey there, Dom.

你好 唐

Yeah, OpenAI is getting into the search business.

是的，OpenAI 正在涉足搜索業務。

They just announced here in a blog post minutes ago that they were testing a prototype version of a search product.

幾分鐘前，他們剛剛在一篇博文中宣佈，他們正在測試一款搜索產品的原型版本。

You can see Google Shares just reacting here, down better than 2% now as soon as this announcement crossed.

你可以看到谷歌股價剛剛在這裡做出反應，這一消息一公佈，谷歌股價就下跌了超過 2%。

This looks like it's an early version.

這看起來像是早期版本。

They're having users sign up for a wait list.

他們讓用戶註冊等待名單。

If you've ever used the app from the startup Perplexity, Dom, you're probably very familiar with how these AI search engines work.

如果你用過初創公司 Perplexity 的應用程序，Dom，你可能會對這些人工智能搜索引擎的工作原理非常熟悉。

You ask a question, it gives you the direct answer.

你提出一個問題，它會直接給出答案。

You can ask follow-up questions.

您可以提出後續問題。

You're seeing some examples here from the OpenAI product here.

在這裡，你可以看到 OpenAI 產品的一些示例。

And then it also pulls in real-time results from the web and gives you the sources from those results as well.

然後，它還能從網絡上獲取實時結果，並提供這些結果的來源。

OpenAI here says they are working with publishers and other websites to make sure they have proper access to all of this information and properly credited and so forth.

OpenAI 在此表示，他們正在與出版商和其他網站合作，以確保他們能夠適當地獲取所有這些資訊，並獲得適當的表彰等。

It does sound like early days, but just the fact that OpenAI here is getting involved in the search business, you can see what it's doing here to Google.

這聽起來還為時尚早，但從 OpenAI 開始涉足搜索業務這一事實中，你就能看到它對谷歌的影響。

By the way, OpenAI's biggest investor, Microsoft, they own 49% of OpenAI, they just announced a similar feature that I'm talking about right now for their Bing search engine just yesterday.

順便提一下，OpenAI 最大的投資方微軟公司擁有 OpenAI 49% 的股份，他們昨天剛剛宣佈在其必應搜索引擎上推出與我現在談論的功能類似的功能。

So this is a very hot item for search.

是以，這是一個非常熱門的搜索項目。

By the way, the Alphabet earnings just a couple of days ago, Dom, they were talking about their AI search product and how that's driving engagement, but still very few details whether or not that's going to be a big moneymaker for Google.

順便說一下，就在幾天前的 Alphabet 財報中，多姆，他們談到了他們的人工智能搜索產品，以及該產品是如何推動參與度的，但對於該產品是否會成為谷歌的一大賺錢利器，細節仍然很少。

But we clearly see what the market thinks with OpenAI getting into the search game, Dom.

但是，隨著 OpenAI 開始涉足搜索領域，我們清楚地看到了市場的想法，Dom.

Steve, this was also something people were worried about a while ago, and now it's finally here.

史蒂夫，這也是人們前段時間擔心的事情，現在終於來了。

But I think it goes to the broader anxiety about whether AI is a friend or foe for big tech.

但我認為，這涉及到更廣泛的焦慮，即人工智能對大型科技公司來說是敵是友。

And I think the assumption is it's mostly a friend.

我想，這主要是一個朋友的假設。

They have the resources, they can bulk it out, they can do whatever they need to.

他們有足夠的資源，他們可以批量生產，他們可以做任何他們需要做的事情。

But between the spend on the build-out that Alphabet spooked people about the other night, and now the fact that OpenAI is launching a direct competitor, it makes for sort of unhappy considerations this week.

但是，Alphabet 前幾天晚上讓人心驚肉跳的建設支出，以及現在 OpenAI 推出直接競爭對手的事實，讓本週的考慮有點不愉快。

Yeah, and look, we heard this over a year ago too, Kelly, when Microsoft put out their OpenAI-powered version of Bing.

是啊，聽著，一年多前，當微軟推出由 OpenAI 驅動的必應版本時，我們也聽到過這樣的說法，凱利。

It was a chatbot.

這是一個哈拉機器人。

And remember at the time, this was early last year, Microsoft had a bunch of great things to say and predictions.

記得當時，也就是去年年初，微軟發表了很多偉大的言論和預測。

This is going to help us gain market share against Google.

這將幫助我們贏得與谷歌競爭的市場份額。

This is going to be a big boost for Bing.

這將大大促進必應的發展。

That never materialized.

這一點從未實現。

We haven't seen it really eat into the market share of Google.

我們還沒有看到它真正蠶食谷歌的市場份額。

It's so early to tell what this OpenAI product is going to be able to do or not do compared to what Google is already working on.

與谷歌已經在研發的產品相比，OpenAI 產品能做什麼、不能做什麼，現在還很難說。

But just the fact that the leader in artificial intelligence is out here announcing formally that it is getting into the search business, that's enough to rattle.

但是，人工智能領域的領軍企業在這裡正式宣佈進軍搜索業務，就足以讓人震驚了。

It's almost on 2.5% now, Kelly.

現在快到 2.5%了，凱莉。

Steve, this is also not just about the actual product itself, these generative AI type models and applications, but also the distribution of them to get them into the most amount of hands possible.

史蒂夫，這也不僅僅是關於實際產品本身，這些生成式人工智能類型的模型和應用，也是關於它們的分發，讓它們儘可能多地進入人們的手中。

Big tech seems to be the best poised for that distribution of generative AI, artificial intelligence in general.

大型科技公司似乎最有條件實現生成式人工智能和一般人工智能的分佈。

What exactly do we think we need to see in that distribution side of things?

我們認為在分銷方面需要看到什麼？

Yeah, well, we're already seeing that with OpenAI.

是啊，我們已經從 OpenAI 身上看到了這一點。

They have that deal with Apple to put chat GPT on just about every modern iPhone, starting with last year's phones and presumably on into this year.

他們與蘋果公司達成了協議，將在幾乎所有現代 iPhone 上安裝哈拉 GPT，從去年的手機開始，大概到今年也是如此。

So that's part of it.

所以這也是一部分原因。

But that's just the chat bot.

但這只是哈拉機器人。

They would need the kind of deals that we already see Google making with the platforms like Android phones, which is, of course, owned by Google, and then also on iOS and other computers and PCs to get into those web browsers and cut a deal and say, hey, include us as at least an option for the default search engine.

他們需要我們已經看到的谷歌與安卓手機等平臺達成的那種協議，當然，安卓手機是谷歌旗下的，然後還需要在 iOS 和其他電腦和個人電腦上與這些網絡瀏覽器達成交易，並說，嘿，至少把我們作為默認搜索引擎的一個選項。

Google has most of those deals locked up to be the default search engine.

谷歌已將其中大部分交易鎖定為默認搜索引擎。

They pay enormous amounts of money to folks like Apple, Firefox and so forth to be that default search engine.

他們向蘋果、火狐等公司支付鉅額資金，以成為默認搜索引擎。

OpenAI doesn't necessarily have that kind of cash to pay for it.

OpenAI 不一定有那麼多現金來支付。

But again, this is just a test.

但還是那句話，這只是一次測試。

We'll see how they plan to distribute it later, whether that's an app or something else.

我們將看看他們以後打算如何發佈，是用應用程序還是其他方式。

I'll go back to perplexity, though.

不過，我還是要回到困惑上來。

This is a really hot startup that's got a lot of attention.

這是一家炙手可熱的初創公司，備受關注。

It's a really good product.

這真是個好產品。

They've run into some issues about sourcing and things like that.

他們在採購等方面遇到了一些問題。

But that seems to be and that's just a standalone app and a website doesn't have any distribution deal.

但這似乎只是一個獨立的應用程序，與網站沒有任何分銷協議。

And it's relatively successful.

而且相對比較成功。

So we'll see if there's interest in this.

所以，我們會看看大家是否對此感興趣。

But and you can sign up and try it.

不過，你可以註冊並嘗試一下。

But it's a little too early to tell.

但現在下結論還為時過早。

But you are you are right, Dom.

但你是對的 唐

They do need to have a distribution deal in order to at least even think about getting into Google's search market.

要想進入谷歌的搜索市場，他們至少需要達成分銷協議。

And then we have more time.

然後我們就有更多的時間了。

We got to talk about the content that goes into it as well and the deals that news organizations are signing.

我們還討論了其中的內容以及新聞機構簽署的協議。

They're claiming they have those deals and they're saying that they're going to credit them properly.

他們聲稱他們有這些交易，並說他們將把這些交易記入貸方。

That's what OpenAI says in this blog post.

OpenAI 在這篇博文中如是說。

Can we use it now, Steve?

現在可以用了嗎，史蒂夫？

Is it live?

是現場直播嗎？

No, you can sign up for a wait list.

不，您可以註冊等候名單。

OK.

好的。

All right.

好的

OK.

好的。

Thank you very much, Steve Kovach, for the news there on, I guess, SearchGPT, we're going to call that right.

非常感謝史蒂夫-科瓦奇（Steve Kovach）為我們帶來的新聞，我想，我們就叫它 "搜索GPT "吧。