🎧 播客逐字稿No Priors (Sarah Guo/Elad Gil)Doubao · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 18:00:00·⟳ 抓取 18:02:59 +2m59s·⚡ 决策 10-15 19:05:12 +1h02m·12.2 天前
OpenAI总裁Greg Brockman在播客谈AI科研、Dots与网络安全投入,但未披露新的可交易订单或财务事实
该信号本质是高管播客访谈和长期行业判断;其中最具体的10亿美元Daybreak承诺及CrowdStrike生态合作均非本集首次披露,且没有可归因到上市公司的新增收入、订单或指引。OpenAI本身也没有可验证的公开交易证券。
📄 原文No Priors (Sarah Guo/Elad Gil)↗ 原文
【播客逐字稿全集 · No Priors (Sarah Guo/Elad Gil)】 单集:Revolutionizing Cybersecurity and AI-Driven Science with OpenAI President…
不做 CrowdStrike Holdings(CRWD.US)
播客仅把CrowdStrike作为OpenAI网络安全生态合作伙伴举例,未披露新增订单、合同金额、客户预算或业绩指引;既有合作不足以形成新的事件驱动edge。
不做 OpenAI/网络安全主题(N/A)
主主体OpenAI无公开可交易证券;安全支出增长是长期观点而非可量化新增事实,不能据此买入未点名的网络安全板块。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
播客提供了AI科研、Agent和网络安全的长期愿景,但没有新增、可量化且直接作用于上市公司的商业事实。CrowdStrike仅被作为既有合作伙伴举例,Daybreak资金承诺也已公开,故事性强于交易edge。
消息传播链
- 信号档案给出的音频时间为2026-10-15 10:00 UTC;内容为Greg Brockman长篇访谈,未在对话中宣布新的上市公司级交易。
关键理由
- 不做:网络安全长期TAM叙事无法替代新增订单、收入指引或合同金额,访谈观点不构成可回测的公司级催化。
- 不做:OpenAI为私有公司,CrowdStrike虽被提及但未获得新的商业条款或业绩弹性证据。
主要风险
- 若OpenAI同期另行发布Daybreak新增合作伙伴、采购金额或CrowdStrike具体大单,本判断需按新公告重估。
- 播客切片可能来自更早单集,且自动字幕存在识别误差,产品名如GPT6、Astra、Dots等应以OpenAI官方发布为准。
反向证据
- 做多前查反向 · 来源 web · 影响 invalidates
未发现本次播客附带CrowdStrike新合同、收入贡献、独家合作或正式订单;只有既有生态合作与项目介绍。
检索:OpenAI Daybreak CrowdStrike new contract revenue order partnership announcement 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-09-13 · 影响 invalidates
公开报道显示OpenAI 2026年不IPO,直接证券候选库无命中;无法交易主受益主体。
检索:OpenAI public stock ticker IPO 2026 direct listed shares 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例空缺支持不做,而非基于板块情绪开仓。
方向:未使用先例定价;当前信号首先因缺少新增公司级事实和直接可交易标的而不成立。
涨幅量级:没有明确交易标的或可量化增量,不能用高管行业观点去校准止盈幅度。
形态:未进入交易级先例比较;无法把泛化的网络安全看涨访谈类比为CrowdStrike个股事件。
工具执行结果 · 成功 6 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 17 ms
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豆包搜索结果(原始查询:OpenAI Daybreak program billion dollar commitment cybersecurity CrowdStrike Greg Brockman;API SearchType:web) - web_search 成功 doubao_search · 1,669 ms
豆包搜索结果(原始查询:site:openai.com Daybreak OpenAI cybersecurity program billion commitment CrowdStrike;API SearchType:web) - web_search 成功 doubao_search · 1,844 ms
豆包搜索结果(原始查询:No Priors Greg Brockman Revolutionizing Cybersecurity AI-Driven Science episode date;API SearchType:web) - direct_instrument_candidates 成功 stock_tools HTTP · 11 ms
{ - web_search 成功 doubao_search · 1,395 ms
豆包搜索结果(原始查询:OpenAI official publicly traded stock ticker IPO listing 2026;API SearchType:web)
原文全文
展开原文 · 45,184 字
【播客逐字稿全集 · No Priors (Sarah Guo/Elad Gil)】
单集:Revolutionizing Cybersecurity and AI-Driven Science with OpenAI President Greg Brockman
说明:以下为该集逐字稿的**完整原文**(未删改;英文档为 YouTube 自动字幕/节目原文,可能有识别误差)。请就本集内容判断是否构成**可交易**事件 —— 公司/产品/订单/产能/需求/合作/资本开支/高管表态等;泛泛的观点、预测、行业感想不算。若本集无可交易内容,判为不做。
--- 全集原文 ---
to ensure AGI benefits all of humanity. We think that humans should be firmly in the driver's seat, should have control over the future, and this technology should amplify human agency. When I look at the world we're going to be in where software in some ways is becoming like the barrier to entry is becoming so cheap. You don't just want software, right? You want software that is reliable, that is secure, that you can believe in. And so cyber spend, security spend should actually vastly outstrip software spend. I think that people have not yet really internalized how much the physics around cyber security are going to change. I think there's an opportunity to end up with a much more secure world. >> Hi listeners, welcome back to No Priors. Today and I talk with Greg Brockman, the co-founder and president of OpenAI. We discuss OpenAI's latest math results, Astra, and why Greg believes AI can now generate genuinely new knowledge. We get into drug discovery dots and his case for why security spending should actually vastly outstrip software spending, which is quite a claim. Here's our conversation with Greg Brockman. >> Greg, thanks so much for doing this. >> Thanks for joining us. Thank you for having me. >> So, every week in AI feels like a year, and a lot's happened this week for Open AI. uh you rolled out GPT6 to over a billion people which is pretty amazing. Um there's some really exciting news that you have on the math side. Um there's all sorts of things undoubtedly that are happening internally. What are you most excited about that's happening right now both at OpenAI and in the broader AI world? >> Look, I think that in AI like I have this this belief about how OpenAI operates uh that there's this cycling quote of it never gets easier, you just go faster. And I think that's very much what what happens is that there's just so much activity and that every time you think you're at kind of peak sort of, you know, impact and how things are happening, you realize that there's actually enough another level that's possible. And it's not just about any one company. It's not just about any one technology. It's really about we as a world and society are all coming together to adopt this technology, get the most out of it to improve everyone's lives. And so I think to me the math results this week represent a real milestone, right? Right. It's a real moment where the if you think about like the fundamental driver of human quality of life improving over past thousand years is technology, right? It's scientific advancement. And I think that we now have the ability to massively accelerate scientific discovery. And there's always been this question of is AI actually able to come with new knowledge? And at this point, it's just impossible to deny, right? It is definitively yes, possible. Now, there's still more to go. I think we're not yet coming up with whole brand new theories, but we are able to resolve these hundred-year-old math problems. And to me, the thing that's very exciting is it's not just about the sort of, you know, sort of just the machine just sort of gives you an answer, right? It's really what can a human equipped with these tools achieve that was unthinkable before. And I think it's almost like that the leverage of humans to do whatever you want to do. It's going way way up, right? It's now that you can if you have a math problem you want to go solve, you can solve it. But what about taking that same capability, applying it to biology? What about if you're a small business owner and you want to be able to operate your business? Well, like that level of intelligence that's tuned for that domain. It's just going to mean that almost this sort of unthinkable results that are aligned with your goals, with your desires is now going to be within the reach of everyone. And that to me is so exciting. >> The rate of progress has been pretty amazing too because if I look at it, you know, you used to have problems with arithmetic, right? In early models, I remember people complain, oh, why can't it do basic math? And now you're solving these advanced theorems. As these things continue to advance and this starts to really impact areas of math, physics, materials, etc., and various applications. Is is there some need if if these models get so smart to focus on how to communicate that effectively to people or how do you think about the actual communication side of this as you do a very advanced theorem because if you look at any field of math only a very small number of people can ever really adjudicate a theorem that's produced by a person. >> Yes. >> Right. And so you kind of have this specialization that happens. Well, and this this by the way is something that has always been like I came from a math background like I thought I was going to be a mathematician and I was very inspired by mathematicians like Gawwa or Gaus right these people who are working on like a hundred 400 year time horizon right and I think there's something deeply beautiful about mathematics being about sort of understanding the structure of the universe and so it's not just about and there's always these questions about is math invented or discovered And that in my mind it's something that the the beauty and the meaning of mathematics it's not something that is objective in some sense. It's it's in the eye of the beholder. It's something that appeals to us. And there is some mouth that's like kind of physical laws and it's about simplicity and you know compression theory. You know it's just complexity theory and all these things like that are maybe are more physics but there's something that is also importantly human about it. And so to me it's not just about I think a lot of the conversation about mathematics is not just about here's a proof no one understands it great we resolve the problem it's really about what are the insights that are derived and the thing that I think we will see but I think that there's promising signs of life on is that there's beautiful insights within the work that this that these AIs have have done and I think what we're seeing right now is that um you know we published about almost 400 very important open problems that are now resolved and the mathematical community is going through all of that to look for insights. And if you read some of the things that people have posted, you know, domain experts in these particular problems and they say that it's like that there's these almost like sort of very surprising ways of applying ideas or incredibly like wait why did they use that result over here and that that the what's coming out is not these incomprehensible uh theorem or proofs which by the way there is a history of incomprehensible proofs in mathematics like fourcolor theorem is a perfect example of this that is it's like okay like we just had the machine check a bunch of cases >> like there's no beauty in that and so I think we're we're into a different phase of machine discovery. I have some optimism that like as models also get to better theory of mind like the ability to figure out like what we as humans know and how to get us to follow them on the path to new understanding will also be paved right and and so like for example like I'm a a math person but at some point in school I stopped learning math and then I did math academy and then I did like chat GPT to help me learn new math and so I I just feel like the expectation for you know the rising tide of what knowledge like you can expect people to understand will also be there. >> I think that this is a really important point and one of maybe the underappreciated benefits that I expect from and hope for and we're starting to see from this technology is helping people know more, understand more, understand each other better, understand the world better. And I think that there are technical mechanisms that can underly the you have an AI that's able to go and solve these problems, see all the connection between domains, but how does it actually communicate to you? How do you understand it? And actually there's even connections to AI safety and alignment on having AI that were able to understand what they're doing. And so there are techniques uh that we've been talking about since 2017 such as debate and iterative amplification which are kind of two sides of a of a similar coin where you you really think about if you have AIs that are solving problems that are just too hard for humans to check. And even for example, summarizing a book is an example of a task that's really hard to check, right? It's like it's really hard to know is the summary any good unless you've read the whole book. Um and so if an AI just gives you a summary of a book and says this is the summary, is it a good summary or not a good summary? It's pretty hard unless you have another AI who is trying to prove that the summary is a bad summary. And so then if that AI comes back and says, hey, like here's this like paragraph from the book that I found. It has it's got a clearly a very important plot point and that does not represent this summary. You don't have to read the whole book to be like, oh yeah, that's actually a very good argument. And so you realize that there are ways to train the AI that are actually very aligned with having humans be able to have oversight to be able to be in the driver's seat which is fundamental value a fundamental thing that is important for the future uh from open AI's perspective. Um but also are very much aligned with what you're saying of can you make the results of an AI be something that means you learn something that is really tuned for the human rather than just sort of knowledge for you know some abstract knowledge sake. for most people advancements in um math theory are still somewhat abstract right so that there's like wow this is absolutely happening today and then also you know AI for science like there's a claim or a belief that it could solve all disease in some number of future years right how do you look forward like one step in terms of what we might see in advancements um in between >> well I think that we've had a number of years and iterations of this technology to see the shape of of what to expect. And I think that it's kind of like when you have an AI that is capable in a certain dimension and if you understand the like why it got capable in that dimension, then all other fields of human endeavor that have similar properties, you should also expect similar results. And so in my mind like why is mathematics something that we've managed to really transform in the way that that we have had such incredible results. And that part of it is that that our AI is now at a certain level of capability and raw intelligence. Part of it is that you could think of it as that well mathematics is checkable, but that's not quite true anymore, right? Like we really started with very checkable problems of here's an arithmetic problem. There's like some numeric answer and so you have an AI that you can train to just like check if it got the answer right because we can very much see is the answer that the AI is proposing the same as the actual answer. But for a proof very different proofs are very hard to check. Is this actually accurate or not? Formalized proof. Okay. Yes, that is checkable. But but natural language proof, which is what we're really producing here, much much more difficult. But the thing that actually I think is the core insight is really about data, right? It's that you can get lots of data in mathematics. You get lots of data in theoretical physics. Can you get lots of data in biology? >> That's obviously something very data bottleneck, very difficult. Now fortunately we also have been working on lots of techniques to be able to work with less data. And if you think about what that means is like okay we now have smart models that if there's something where there's a lot of data and this is the fundamental physics of of deep learning right compute data algorithms equals capability equals results. Um we're able to do it in these hard domains where people have spent hundreds of years of our smartest people all trying to solve the problem and now the AI can solve it. Amazing. um when you transfer that over to biology and clearly what we want is drug discovery all these things that are like fundamental changes in biology and our understanding of it to improve quality of life that's what we want to apply the question will be and that is not yet resolved do we have the data do we have the ability to get the data and so I think that what will happen is that we will take these and we're already doing this where we take these these models these same techniques and apply them in the biological domain and there are some areas that will fall quickly right that we'll just see massive excel acceleration of things that used to be incredibly painful now incredibly easy. But there will be other bottlenecks and there'll be a question of well how do we alleviate those bottlenecks and some of these by the way are not even really about deep biological theory for example regulatory filings huge bottleneck right it takes like a year to write up your whole um sort of case for clinical trial and all these things and it's just like you can write those things with an AI much more easily and so I think that we're going to to have to look at every step of the drug discovery process and there are going to be places where the fundamental data just does not exist and so then innovations on wet labs innovation on how you actually do simulations all of this will become incredibly important but so I think that we will see these breakthroughs coming but it's important to know there are things that are shared with mathematics there's about scientific discovery and things that are very different in terms of where the data comes from >> there's specific um you mentioned biology and I think that's a great example where a lot of the early research alpha fold and things like that were really focused on designing a molecule or understanding how something binds to each other. And to your point, it takes 15 years to develop a drug. It's $ 1.5 billion. 50 million or so tends to be pre-clinical mouse studies, the molecule, and then 1.4 billion plus tends to be the clinical trial. And so your point is, and it's also, you know, 2 three years versus another 12 years. And so your point is really well taken in terms of a lot of the early emphasis of these models has been can the thing mine versus what are all the other things we have to worry about downstream to actually turn it into a productive thing for human endeavors. How do you at OpenAI currently stackrank the different areas of scientific endeavor in terms of where you're focused or where you want to generate more data or more results or more capabilities that others can benefit from? Look, I think that drug discovery is the most clear and obvious area if you get to pick one that you want to fully revolutionize and just a places where you're going to really uplift everyone's quality of life that is just like so purely important and maybe the top one application of AI that everyone's been kind of thinking about for a long time. We clearly got to do it. And to to your point, like there's this whole pipeline, it's just so long. And I think we're going to find that humans are incredibly bad at biology, incredibly bad at drug discovery. And if you think about it, that there's this like property where for humans natural language, we're very well suited to it. Like it's something that, you know, very clearly it's very human. It's like very well tuned to to how we have interacted with the world. Whereas biology, it's totally foreign. But for a neural net, I don't really think there's any reason to believe it should be better at natural language than it should be better, you know, compared to to biology. And so the fact we're seeing such incredible results with neural nets in natural language, you're just like from first principles, you should be able to really be able to crack the language of biology. >> And so to me, that is number one. It's like first principles, it should work in terms of what we're seeing. We're so close on so many axes. >> Yeah, it's really exciting. >> Yeah. And I think you can massively increase the parallelism. I think you can increase I think you can decrease so many of these steps in terms of of of their duration and I think by the way that there there are many dimensions to drug discovery for example and of one diseases um there's even like lots of people who the drug to cure their particular condition exists it's just that it's just out there somewhere in the literature that there's a paper and if you can find that one paper that is relevant to your conditions then you'll be able to cure the person and this there's plenty of precedent for it and it can massly scale up those kinds of operation. So I think that impact in the short run is actually very possible. But material science another example and I think there's a long tale of of of other domains where we should just see real changes in in kind of what is possible for humanity to accomplish. >> It seems um just we think about why a drug might take 15 years to go to market. Um part of it is you're doing like successively more expensive trials that have a you know different set of safety considerations resulting in large scale human trials and and then uh these trials today are um they're ordained by regulation right for good reason. uh it feels like one of the limiting factors if you believe the technology will work and parts of the data can be acquired or generated is going to be convincing regulators that we should change the expectations around uh uh around what drugs are accepted and what the steps are. I think there is a moment here where and there's more work to be done to reach this point. But if you can really prove that the physics of drug discovery have changed, then of course it should trickle through to every part of the system. >> And if you think about I mean even just take a very different example. Think about self-driving cars, right? That we have so much of our how roads operate and safety and all these things that are really tuned for human drivers. And if you have if you reach a point where self-driving cars are 10 times or hundred times safer than than human ones, right, that you've reached that point where AI is actually able to deliver the results in a domain that just are so unambiguously the thing that you want. Of course, you should then say like, okay, how do we rethink the whole transportation system? Maybe you should have regulation that says you only are allowed to have self-driving cars in certain areas like that. There are a lot of of potential uh sort of changes to the to the the way that you think about what is even trying to come out of a system that needs to trickle back into regulation as well. And of course, regulation is not uniform across the world, right? that there's very different regulations in Australia versus the US uh when it comes to clinical trials and that you're already seeing a lot of of of of people moving their their trials to places where the regulatory environment makes more sense for how how things are how they want to pursue um and and you know what people think is is e efficacious for for them and so I think that the exactly how things should change I think will depend a lot on what we actually can prove right is it the case you actually reach the point that you can get better results from a neural net than from actually running a clinical trial like we're not there. Yes. But you could imagine we will get >> but if they were more predictive on efficacy or talks or something then obviously you should change it >> that of course and I think that of of areas of areas where I think society should and I hope will be very sort of leaned into the what is possible has fundamentally changed and let's very quickly then reorient around it and again you have to do it you have to really think through all the all the consequences right and all of the implications and that one of the the you know if you're thinking about long-term studies of people and like question of like you know is this neural net actually in terms of what's predicting the stimulation actually accurate for long-term outcomes it's pretty hard to not have at least had you know one long time tick uh to uh to to correspond to that but I think that that I think we will see like 80% of what is possible uh come to fruition very quickly >> you're uh a little ways out from the Astro release and dev day Now uh is there anything in terms of how u people internally or externally are using some of the new products or capabilities that surprises you? >> Well I think dots has really changed how many of us work and the thing that dots represents is >> can you describe dots briefly? >> So dots is a proactive agent. It's always on always working. You stop working it keeps working. and the kind of thing that my dots does, right? So, I have I have a dot that's um looking out for work that I was supposed to do, like messages I was supposed to send, um things I said I would do that I haven't gotten to yet. And I always wake up in the morning, there's like a list of things that I was like, "Oh, yeah, this is my to-do list." Um and that I it often notices things that I never even asked it to notice. Uh if there's like a conflict on my calendar in terms of scheduling, it'll point that out. If it's like, "Hey, you actually need to leave this meeting earlier in order to get to the other thing." And so it's like so contextually aware. It knows what I'm doing with my day. It understands the projects we're working on. It understands I sort of, you know, it knows what's in my inbox. It knows what's in my Slack. And it's able to integrate across these. And it knows the questions I've been asking about. So it knows what areas are most of top of mind for me. And I think that having like in some ways what do is it's a change to the form factor, not the capability, right? It's like it's an astro level model. It's got its own cloud computer. But that the change in that form factor in a workplace setting with this level of intelligence, it's a game changer. >> And do you have multiple dots running or you just have one that's sort of covering all your background tasks or anything? >> I've got one. I've got one. Uh it's it's a little owl is the uh is the icon. You can ask change the icon. And uh I it's uh I just sort of doing everything across across my work life. OpenAI obviously has um you know research efforts and then a consumer and an enterprise and developer business platform business today. Um do you think that there's going to be a separation between uh let's say assistants that help you at work like dots or which is how I primarily think of it and then like consumer assistance like the instincts muses of the world >> there's some I think these things are going to converge no question and I think that there are some pressures that are very different in different environments. So for a mass market consumer product really figuring out how to scale and to provide things for free or at very low cost is is very important. Whereas in the workplace and if you're productivity, if you're busy executive, individual contributor, whatever your role is, then it it is much easier to say peak intelligence and really as long as you're getting returns to paying more, it's worthwhile to throw more comput. And so I think that that is the main distinction is really around cost. And we've seen this in chat GBT, right? that chatbt we put in a lot of effort to have the largest scale free tier and bringing things like memory to all of our free users was an incredible endeavor like a real huge engineering effort and it's just very easy to implement the same functionality at much higher costs for a very small number of people and so I think that what we're seeing in in the personal assistant workspace is that there is there there are going to be these different market segments where different amounts of compute are going to be expended fundamentally and so sometimes when there's different levels of compute it then means the product can look a little different, right? That it can be that there's just more functionality that's embedded in one versus the other. Um, and there's of course different use cases. You think about um things like, you know, payments and travel and things like that are much more for the consumer, but I don't think there's any fundamental difference, right? It's like really just like an AI that's doing things and it's just like happens to be like slight sort of pressure in one way or another. And so one of the strengths of OpenAI is the fact that we have 1.2 2 billion consumers on chatbt and we have also a leading coding and enterprise business and no one else has both in house and so that a lot of our strategies to say let's unify these so we're not sort of you know sort of competing on two fronts it's really competing on one front and I think that this is also the general direction of travel of AI is to blur the distinction between what is consumer what is enterprise we're going to have this renaissance of entrepreneurs like we're already seeing it I mean I imagine you're you're seeing this very concretely Um, like I know people who are quitting their job to go start companies who say, "I never would have done it if I didn't have an AI that I knew I could rely on. It could take care of so much of the kind of the bar of the normal barriers to entry." And so I think that we're going to see just like the distinctions have held for so long. I think they're going to change. >> So one of the things that traditionally has separated the enterprise and consumer world is how you think about UI. Obviously there's your point on cost and um you know underlying ability to deliver something for somebody at a certain level of fidelity but the other part of it is just the user interface and often the user interface in an enterprise setting or how you access it is very different from a consumer setting. To your point you're you're looking towards unifying these layers. You've al you've also been thinking quite a bit about like dynamic UIs and that's always been kind of um one of the things people have talked about quite early is how do you just dynamically generate a UI that's useful for a user or in some cases these things kind of move into the background. It's just part of your chat. How do you think UI will evolve for these different use cases or how do you think about that as a problem as you sort of address both of these segments? So at a place so first of all I think that the best UI is no UI >> and I think in AI that is where we're going >> just want a thing you can talk to and you can speak to it verbally can talk to over Slack iMessage any of the surface you can call it and that's literally what you can do with dots like literally today >> um but there are some fundamental differences between personal setting and a workplace setting and a workplace you have an admin, right? You have kind of your company security team. You have just more stakeholders and it's not just sort of a AI that's for you that's representing you that you own and you own its outcomes. And so I think that that is the main distinction I see between the enterprise and the and the home use case. And of course, this leads to product differences as well. And sometimes there are very small things like for example when we release a new feature that enterprises want control over when it's introduced. And so I that we have admin controls and toggles and so you can have a an experience where there's just less functionality available to you as a result of the fact that it is in the workplace and that does then change the well we need some way to surface that to you and this comes back to well the whole point was that there was no UI right so it's like what does it mean for there to be functionality that's missing and how do you even surface it and let people know that that's the case. So that's an ongoing challenge and I think that that will not magically go away and I think that you need to lean into that that complexity. Um, but yeah, to me fundamentally it's it's kind of crazy and beautiful if you think about it. The chatbt the text box, right? That's where it started. It was a text box and what we're heading to, there isn't even a text box, right? It's just like that is that is the AI we were promised. >> When I think about what might make a product that doesn't have a UI better, there's like you tell me, but I think there's like how much compute can I spend on it? Um, how good is the model itself? Uh there's a memory system. There's like I don't know decisions about behavior. Um how good are models at being calibrated on uh you know how hard they should think about something? Now >> so that's something we're getting very good at and with the release of GPT6 to everyone that we have the ability now for the AI if it's going to go think hard about a problem it actually can give you a quick answer and then keep thinking and then give you the more corre the more wholesome answer. And also to the point of no UI, I and and to the thing you you were saying earlier too is that we introduced intelligent UI. So now the AI can do generative UI on the fly. And so I think that even though there's no fixed UI, there's no buttons, there's no menus to learn, having an AI that can actually craft the result to be visually exactly what you want. Like you think about even something like flight booking, you want kind of a complex UI there, right? So you can see all the different options and that for any question you might ask like how do I assemble a bicycle or something, you might want some very sort of bespoke app that normally a person would have gone off and written for a month. And of course you're never going to hire someone to write a one-off app for you to help assemble a bike, but totally fine for an AI to go do that for you in real time in the moment you need it. And so I think that there is something about these like we're yeah we're now in a world where the AI is molding itself much more to you, right? that the user interface is becoming exactly the thing you need at the moment you need it and that is a lot of our focus and we're doing that across every aspect of how we think about the product. >> One of the biggest shifts in the discourse around AI recently has been around cyber and how do you build secure systems that are resistant to AIdriven um cyber uh approaches and so I'm just a little bit curious how you're thinking about that how are you building guard rails or how you're approaching the different aspects of cyber security. Well, first of all, I do think the physics of cyber security are changing and we're in what we call the defenders window >> and the way that I think about this window is that we have peak frontier AI capabilities that can help defenders secure themselves. They're not broadly diffused yet, but that the broadly diffused capabilities are ratcheting. And you can see this from each model release to model release from providers across the world. the capabilities on cyber that are available to everyone are are going up and you're starting to see the leading edges of some of the impacts, right? You're starting to see, for example, in South Korea that there were some high-profile hacks of of of banks that were driven by different uh models. And I think that the picture that is so critical is that defenders need to use this time. And so we have been working very hard to be able to responsibly give access through our Daybreak program to defenders to be able to use our peak intelligence or to use very capable models to find and fix vulnerabilities in their systems. And one thing that is very important to realize is these flaws have existed, right? It's it's every line of human written code in some ways that you have to ask is this secure? Was the developer trained in the right way? And you just start to realize that the way in which we built systems were kind of fundamentally insecure and we always knew it. Right. There's never been a CISO who's been overresourced. >> Yeah. Right. >> I mean you can look at XKCD in the comic of like all the world's infrastructure reliant on like one open source project written by one dude in his basement. Right. Or heart bleed or anything that predated like all these AI issues. >> Exactly. And so I think that to me and I think very importantly it's very important to realize that these are really human issues, right? These are the way that we chose to build the internet. It was security got kind of bolted on, right? And we had high-profile incidents, right? You think about early worms and viruses and then people started to realize, well, we need virus scanning software, right? And we need to I have encryption for I for requests, you know, over HTTP should be over HTTPS. All of these mechanisms were ones where I think that we kind of took the slower route in order to add security on afterwards. Like the internet's really been built for resilience, not necessarily for security. And I think that we're what we're going to see now is a moment where a lot of that debt, a lot of that tech debt is going to come to the surface. It's time for us to pay it down. And that as a company, we are doing we are really leaning into trying to help with this moment. So, for example, we have a billion-dollar commitment that we've made to help frontline defenders get access to our models and and utilize them for defense that we're studying and trying to find different vulnerabilities out there. And then thinking about how do we help the world respond? How do we coordinate incident response? How do we work with government? How do we work with the community in order to land these as well as possible and to help people navigate through? But I think that people have not yet really internalized how much the physics around cyber security are going to change. I think we will end up I think there's an opportunity to end up with a much more secure world. Right? You think about the fact that AI lets you pay down your tech debt >> in a way that was just previously unthinkable. The fact that you could do things like formal verification of software. Like these models are obviously great at proving things. Why not prove security properties of software? That's something that the technology has kind of been there for people but it's just so Exactly. No one does it for anything significant. And so I think all of that can change. And I think the world we're we're moving to right now and we've done this internally within OpenAI is every time a new model drops, you need to apply it to secure yourself, find your vulnerabilities and then saturate. And so for example, we took about 25% of our production engineers and said all of your projects are on hold. You are just securing now. and took our peak intelligence model at the time had it poke at all of our infrastructure rate team a bunch of things built some tools so that it's easy to do it again over time and we found a number of issues we fixed it and at some point we saturated the issues that this model was capable of finding and that's a very good story right it's like I think that that the thing to realize is that we're going to have a next model we're going to have to repeat that process and that that will continue but at some point again I think if you think about well the code that's being written We're actually so much of it is now AI assisted. We can actually train these models and we are training these models to write secure code from from the beginning. And so I think we can have sort of fundamentally more secure systems through the use and applications of these AI models in the right way. >> So it sounds like basically there's going to be a period of time where maybe we're going to see more of these cyber attacks, more incidents, etc. as humanity or as people sort of catch up in terms of their code bases getting more and more secure using more AI generated code that's sort of preset to be more secure and so we'll probably end up with some transitionary period over time where you know we'll we'll have more offense and defense and then defense will catch up. I mean that's kind of the consensus I've been hearing in the industry in general and >> look I seems like the most likely forward case at least. >> Yeah, look I I have I have a lot of optimism about how we can navigate this moment. I think it does require a coordinated response, right? It really requires defenders to internalize how the physics of cyber security are changing that there is this window where that window is not going to last forever, right? And that you should think about we're shifting to this world where the security of or organization is related to both the fundamentals that they've gotten right which is kind of onetime investment but also the level of cyber capability they've used to defend themselves and as we shift to that world I think that we can be in a world where defenders are able to outstrip attackers but it is going to take a lot of of change right it's going to take a sort of change in terms of how we think about every organization operating and how we collectively think about critical infrastructure and resourcing those that have sort of got you know sort of not had those resources to date. I think your example I mean your description of this is like let's say like internetwide tech debt and then your response to it internally is a really good one because I'm like okay I've been part of companies where you know tech debt is very painful to address and to say we're going to take 25% of the engineers or god forbid you know we're going to do a feature freeze for a quarter until we fix some stuff that really needs to be uh fixed. That is that doesn't feel like the state that the world has decided on quite yet. Um when you think about where the entire world is from a security investment perspective, uh traditionally it's thought of as like oh maybe it's like low single digits percent of the IT budget. Like what do you think it should be at this moment of time? And like is it all of all of this other stuff that you were investing in from a cyber tooling perspective network endpoint traditional corporate security is less relevant or we just need to go spend twice as much? I I have a feeling that cyber spend, security spend should actually vastly outstrip SEC software spend. Like I really think that that's a statement. >> Yeah. I I really believe it. And I may not be right, but when I look at the world we're going to be in where software in some ways is becoming like the barrier to entry. Exactly. It's it's freeish. >> Exactly. It's becoming so cheap. Yeah. >> And so of course >> making sure you don't just want software, right? You want software that is reliable, that is secure, that you can believe in. And so to me, the resilience of that software is the sort of >> that's the value. >> That's exactly that's going to become even more important. And so I think that we have this moment, we have this opportunity to, you know, to your point of the XKCD with the little block at the bottom of some open source maintainer like like that never made any sense. Mhm. >> And the reason we had that world was because of some of this physics, right, of kind of how hard it is to write software and to write reliable software and that everyone has this supply chain and so few companies audit their supply chain, right? If there's we've seen this with supply chain vulnerabilities where someone uploads a malicious package and a number of companies get hit. All of that needs to change and it was totally impossible to change with human software developers because there's so few there's so few people who have this expertise in this very obscure thing of like you know sort of knowing different packages and like different security third party software now like socket and others who will do this as an example where they they'll scan through your open source supply chain >> and try and find vulnerabilities and identify them for you or you know to your there's the human element of it where maintainers would suddenly take over a project and then uh install something that would malicious relative to people than using that packet. So it's it's really interesting to see that shift in terms of the third party ecosystem as well developing to support the efforts that open and others are doing in terms of this market. >> Exactly. I think it's so important. So we're doing this with the community. We partner with companies like Crowd Strike and I think that it is again a coordinated response but we really view it is a core priority for OpenAI to lead right for us to really because we have the frontier model, we have the peak intelligence model. Certainly in cyber security, we think that there is transformative potential for the good possible, but that means that we as a company and we've been going through a security transition, right? That over the past couple months, we've talked about safety, security, alignment of our development process, but we're also thinking about that for the world of how to really help the world become more fundamentally secure and help people through this whole period. >> One of the things about OpenAI is that it's always been very prohuman and very pro- human agency, human progress. Let's use AI to better everyone. I think the original premise of OpenAI was let's have something that can counterbalance other companies in terms of creating AI that can be used very broadly and universally in a positive way. Has that ethos continued at Open AI or how do you think about that in the context of the AI community? >> I think that ethos is very core to our mission, right? To ensure AGI benefits all of humanity and the humanity there is very key. We think that humans should be firmly in the driver's seat, should have control over the future and that this technology should amplify human agency >> even as models surpass humans and capability >> and and I think this is this is absolutely critical, right? That I think that the picture of and there keep in mind these models are very jagged, right? That there are places where obviously these AIs are more capable than than anyone today, right? Even GPD4 knows far more than any person. But the thing that is so important and I'm reminded for example of the there's the story of of why Steve Jobs put the handle on the iMac, right? So that that way that people could feel that they could control the machine, right? That you can always pick it up and throw it out the window. Um, and I think that the same spirit needs to apply to AI. fact of the spirit of humans are in the driver's seat that these like human judgment, human values and maybe you should think of how humans will operate in the in certain fields in certain dimensions in the future whatever it is is we become more like CEOs or like board members but it's important that we have that level of agency and that I think that we're going to build machines just like you know if you're a CEO you're clearly going to have domain experts you're clearly going to have teams that are going to have a knowledge across so many things and maybe even better ideas than you on many different axis. But fundamentally the question is are you happy? Is this what you wanted? Is this what makes your life better? And that that to me is something that we should all collectively it's not just about AI it's about technology right technology is to lift up human civilization. It's the single most fundamental driver of improvement of quality of life. And that is what we should be seeking from AI. That is the belief of open AI. >> Thank you so much for doing this, Greg. >> Yeah, thanks for the time. >> Thank you both. Appreciate it. >> Find us on Twitter at No Priors Pod. Subscribe to our YouTube channel if you want to see our faces. Follow the show on Apple Podcasts, Spotify, or wherever you listen. That way, you get a new episode every week. And sign up for emails or find transcripts for every episode at no-bers.com.
单集:Revolutionizing Cybersecurity and AI-Driven Science with OpenAI President Greg Brockman
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to ensure AGI benefits all of humanity. We think that humans should be firmly in the driver's seat, should have control over the future, and this technology should amplify human agency. When I look at the world we're going to be in where software in some ways is becoming like the barrier to entry is becoming so cheap. You don't just want software, right? You want software that is reliable, that is secure, that you can believe in. And so cyber spend, security spend should actually vastly outstrip software spend. I think that people have not yet really internalized how much the physics around cyber security are going to change. I think there's an opportunity to end up with a much more secure world. >> Hi listeners, welcome back to No Priors. Today and I talk with Greg Brockman, the co-founder and president of OpenAI. We discuss OpenAI's latest math results, Astra, and why Greg believes AI can now generate genuinely new knowledge. We get into drug discovery dots and his case for why security spending should actually vastly outstrip software spending, which is quite a claim. Here's our conversation with Greg Brockman. >> Greg, thanks so much for doing this. >> Thanks for joining us. Thank you for having me. >> So, every week in AI feels like a year, and a lot's happened this week for Open AI. uh you rolled out GPT6 to over a billion people which is pretty amazing. Um there's some really exciting news that you have on the math side. Um there's all sorts of things undoubtedly that are happening internally. What are you most excited about that's happening right now both at OpenAI and in the broader AI world? >> Look, I think that in AI like I have this this belief about how OpenAI operates uh that there's this cycling quote of it never gets easier, you just go faster. And I think that's very much what what happens is that there's just so much activity and that every time you think you're at kind of peak sort of, you know, impact and how things are happening, you realize that there's actually enough another level that's possible. And it's not just about any one company. It's not just about any one technology. It's really about we as a world and society are all coming together to adopt this technology, get the most out of it to improve everyone's lives. And so I think to me the math results this week represent a real milestone, right? Right. It's a real moment where the if you think about like the fundamental driver of human quality of life improving over past thousand years is technology, right? It's scientific advancement. And I think that we now have the ability to massively accelerate scientific discovery. And there's always been this question of is AI actually able to come with new knowledge? And at this point, it's just impossible to deny, right? It is definitively yes, possible. Now, there's still more to go. I think we're not yet coming up with whole brand new theories, but we are able to resolve these hundred-year-old math problems. And to me, the thing that's very exciting is it's not just about the sort of, you know, sort of just the machine just sort of gives you an answer, right? It's really what can a human equipped with these tools achieve that was unthinkable before. And I think it's almost like that the leverage of humans to do whatever you want to do. It's going way way up, right? It's now that you can if you have a math problem you want to go solve, you can solve it. But what about taking that same capability, applying it to biology? What about if you're a small business owner and you want to be able to operate your business? Well, like that level of intelligence that's tuned for that domain. It's just going to mean that almost this sort of unthinkable results that are aligned with your goals, with your desires is now going to be within the reach of everyone. And that to me is so exciting. >> The rate of progress has been pretty amazing too because if I look at it, you know, you used to have problems with arithmetic, right? In early models, I remember people complain, oh, why can't it do basic math? And now you're solving these advanced theorems. As these things continue to advance and this starts to really impact areas of math, physics, materials, etc., and various applications. Is is there some need if if these models get so smart to focus on how to communicate that effectively to people or how do you think about the actual communication side of this as you do a very advanced theorem because if you look at any field of math only a very small number of people can ever really adjudicate a theorem that's produced by a person. >> Yes. >> Right. And so you kind of have this specialization that happens. Well, and this this by the way is something that has always been like I came from a math background like I thought I was going to be a mathematician and I was very inspired by mathematicians like Gawwa or Gaus right these people who are working on like a hundred 400 year time horizon right and I think there's something deeply beautiful about mathematics being about sort of understanding the structure of the universe and so it's not just about and there's always these questions about is math invented or discovered And that in my mind it's something that the the beauty and the meaning of mathematics it's not something that is objective in some sense. It's it's in the eye of the beholder. It's something that appeals to us. And there is some mouth that's like kind of physical laws and it's about simplicity and you know compression theory. You know it's just complexity theory and all these things like that are maybe are more physics but there's something that is also importantly human about it. And so to me it's not just about I think a lot of the conversation about mathematics is not just about here's a proof no one understands it great we resolve the problem it's really about what are the insights that are derived and the thing that I think we will see but I think that there's promising signs of life on is that there's beautiful insights within the work that this that these AIs have have done and I think what we're seeing right now is that um you know we published about almost 400 very important open problems that are now resolved and the mathematical community is going through all of that to look for insights. And if you read some of the things that people have posted, you know, domain experts in these particular problems and they say that it's like that there's these almost like sort of very surprising ways of applying ideas or incredibly like wait why did they use that result over here and that that the what's coming out is not these incomprehensible uh theorem or proofs which by the way there is a history of incomprehensible proofs in mathematics like fourcolor theorem is a perfect example of this that is it's like okay like we just had the machine check a bunch of cases >> like there's no beauty in that and so I think we're we're into a different phase of machine discovery. I have some optimism that like as models also get to better theory of mind like the ability to figure out like what we as humans know and how to get us to follow them on the path to new understanding will also be paved right and and so like for example like I'm a a math person but at some point in school I stopped learning math and then I did math academy and then I did like chat GPT to help me learn new math and so I I just feel like the expectation for you know the rising tide of what knowledge like you can expect people to understand will also be there. >> I think that this is a really important point and one of maybe the underappreciated benefits that I expect from and hope for and we're starting to see from this technology is helping people know more, understand more, understand each other better, understand the world better. And I think that there are technical mechanisms that can underly the you have an AI that's able to go and solve these problems, see all the connection between domains, but how does it actually communicate to you? How do you understand it? And actually there's even connections to AI safety and alignment on having AI that were able to understand what they're doing. And so there are techniques uh that we've been talking about since 2017 such as debate and iterative amplification which are kind of two sides of a of a similar coin where you you really think about if you have AIs that are solving problems that are just too hard for humans to check. And even for example, summarizing a book is an example of a task that's really hard to check, right? It's like it's really hard to know is the summary any good unless you've read the whole book. Um and so if an AI just gives you a summary of a book and says this is the summary, is it a good summary or not a good summary? It's pretty hard unless you have another AI who is trying to prove that the summary is a bad summary. And so then if that AI comes back and says, hey, like here's this like paragraph from the book that I found. It has it's got a clearly a very important plot point and that does not represent this summary. You don't have to read the whole book to be like, oh yeah, that's actually a very good argument. And so you realize that there are ways to train the AI that are actually very aligned with having humans be able to have oversight to be able to be in the driver's seat which is fundamental value a fundamental thing that is important for the future uh from open AI's perspective. Um but also are very much aligned with what you're saying of can you make the results of an AI be something that means you learn something that is really tuned for the human rather than just sort of knowledge for you know some abstract knowledge sake. for most people advancements in um math theory are still somewhat abstract right so that there's like wow this is absolutely happening today and then also you know AI for science like there's a claim or a belief that it could solve all disease in some number of future years right how do you look forward like one step in terms of what we might see in advancements um in between >> well I think that we've had a number of years and iterations of this technology to see the shape of of what to expect. And I think that it's kind of like when you have an AI that is capable in a certain dimension and if you understand the like why it got capable in that dimension, then all other fields of human endeavor that have similar properties, you should also expect similar results. And so in my mind like why is mathematics something that we've managed to really transform in the way that that we have had such incredible results. And that part of it is that that our AI is now at a certain level of capability and raw intelligence. Part of it is that you could think of it as that well mathematics is checkable, but that's not quite true anymore, right? Like we really started with very checkable problems of here's an arithmetic problem. There's like some numeric answer and so you have an AI that you can train to just like check if it got the answer right because we can very much see is the answer that the AI is proposing the same as the actual answer. But for a proof very different proofs are very hard to check. Is this actually accurate or not? Formalized proof. Okay. Yes, that is checkable. But but natural language proof, which is what we're really producing here, much much more difficult. But the thing that actually I think is the core insight is really about data, right? It's that you can get lots of data in mathematics. You get lots of data in theoretical physics. Can you get lots of data in biology? >> That's obviously something very data bottleneck, very difficult. Now fortunately we also have been working on lots of techniques to be able to work with less data. And if you think about what that means is like okay we now have smart models that if there's something where there's a lot of data and this is the fundamental physics of of deep learning right compute data algorithms equals capability equals results. Um we're able to do it in these hard domains where people have spent hundreds of years of our smartest people all trying to solve the problem and now the AI can solve it. Amazing. um when you transfer that over to biology and clearly what we want is drug discovery all these things that are like fundamental changes in biology and our understanding of it to improve quality of life that's what we want to apply the question will be and that is not yet resolved do we have the data do we have the ability to get the data and so I think that what will happen is that we will take these and we're already doing this where we take these these models these same techniques and apply them in the biological domain and there are some areas that will fall quickly right that we'll just see massive excel acceleration of things that used to be incredibly painful now incredibly easy. But there will be other bottlenecks and there'll be a question of well how do we alleviate those bottlenecks and some of these by the way are not even really about deep biological theory for example regulatory filings huge bottleneck right it takes like a year to write up your whole um sort of case for clinical trial and all these things and it's just like you can write those things with an AI much more easily and so I think that we're going to to have to look at every step of the drug discovery process and there are going to be places where the fundamental data just does not exist and so then innovations on wet labs innovation on how you actually do simulations all of this will become incredibly important but so I think that we will see these breakthroughs coming but it's important to know there are things that are shared with mathematics there's about scientific discovery and things that are very different in terms of where the data comes from >> there's specific um you mentioned biology and I think that's a great example where a lot of the early research alpha fold and things like that were really focused on designing a molecule or understanding how something binds to each other. And to your point, it takes 15 years to develop a drug. It's $ 1.5 billion. 50 million or so tends to be pre-clinical mouse studies, the molecule, and then 1.4 billion plus tends to be the clinical trial. And so your point is, and it's also, you know, 2 three years versus another 12 years. And so your point is really well taken in terms of a lot of the early emphasis of these models has been can the thing mine versus what are all the other things we have to worry about downstream to actually turn it into a productive thing for human endeavors. How do you at OpenAI currently stackrank the different areas of scientific endeavor in terms of where you're focused or where you want to generate more data or more results or more capabilities that others can benefit from? Look, I think that drug discovery is the most clear and obvious area if you get to pick one that you want to fully revolutionize and just a places where you're going to really uplift everyone's quality of life that is just like so purely important and maybe the top one application of AI that everyone's been kind of thinking about for a long time. We clearly got to do it. And to to your point, like there's this whole pipeline, it's just so long. And I think we're going to find that humans are incredibly bad at biology, incredibly bad at drug discovery. And if you think about it, that there's this like property where for humans natural language, we're very well suited to it. Like it's something that, you know, very clearly it's very human. It's like very well tuned to to how we have interacted with the world. Whereas biology, it's totally foreign. But for a neural net, I don't really think there's any reason to believe it should be better at natural language than it should be better, you know, compared to to biology. And so the fact we're seeing such incredible results with neural nets in natural language, you're just like from first principles, you should be able to really be able to crack the language of biology. >> And so to me, that is number one. It's like first principles, it should work in terms of what we're seeing. We're so close on so many axes. >> Yeah, it's really exciting. >> Yeah. And I think you can massively increase the parallelism. I think you can increase I think you can decrease so many of these steps in terms of of of their duration and I think by the way that there there are many dimensions to drug discovery for example and of one diseases um there's even like lots of people who the drug to cure their particular condition exists it's just that it's just out there somewhere in the literature that there's a paper and if you can find that one paper that is relevant to your conditions then you'll be able to cure the person and this there's plenty of precedent for it and it can massly scale up those kinds of operation. So I think that impact in the short run is actually very possible. But material science another example and I think there's a long tale of of of other domains where we should just see real changes in in kind of what is possible for humanity to accomplish. >> It seems um just we think about why a drug might take 15 years to go to market. Um part of it is you're doing like successively more expensive trials that have a you know different set of safety considerations resulting in large scale human trials and and then uh these trials today are um they're ordained by regulation right for good reason. uh it feels like one of the limiting factors if you believe the technology will work and parts of the data can be acquired or generated is going to be convincing regulators that we should change the expectations around uh uh around what drugs are accepted and what the steps are. I think there is a moment here where and there's more work to be done to reach this point. But if you can really prove that the physics of drug discovery have changed, then of course it should trickle through to every part of the system. >> And if you think about I mean even just take a very different example. Think about self-driving cars, right? That we have so much of our how roads operate and safety and all these things that are really tuned for human drivers. And if you have if you reach a point where self-driving cars are 10 times or hundred times safer than than human ones, right, that you've reached that point where AI is actually able to deliver the results in a domain that just are so unambiguously the thing that you want. Of course, you should then say like, okay, how do we rethink the whole transportation system? Maybe you should have regulation that says you only are allowed to have self-driving cars in certain areas like that. There are a lot of of potential uh sort of changes to the to the the way that you think about what is even trying to come out of a system that needs to trickle back into regulation as well. And of course, regulation is not uniform across the world, right? that there's very different regulations in Australia versus the US uh when it comes to clinical trials and that you're already seeing a lot of of of of people moving their their trials to places where the regulatory environment makes more sense for how how things are how they want to pursue um and and you know what people think is is e efficacious for for them and so I think that the exactly how things should change I think will depend a lot on what we actually can prove right is it the case you actually reach the point that you can get better results from a neural net than from actually running a clinical trial like we're not there. Yes. But you could imagine we will get >> but if they were more predictive on efficacy or talks or something then obviously you should change it >> that of course and I think that of of areas of areas where I think society should and I hope will be very sort of leaned into the what is possible has fundamentally changed and let's very quickly then reorient around it and again you have to do it you have to really think through all the all the consequences right and all of the implications and that one of the the you know if you're thinking about long-term studies of people and like question of like you know is this neural net actually in terms of what's predicting the stimulation actually accurate for long-term outcomes it's pretty hard to not have at least had you know one long time tick uh to uh to to correspond to that but I think that that I think we will see like 80% of what is possible uh come to fruition very quickly >> you're uh a little ways out from the Astro release and dev day Now uh is there anything in terms of how u people internally or externally are using some of the new products or capabilities that surprises you? >> Well I think dots has really changed how many of us work and the thing that dots represents is >> can you describe dots briefly? >> So dots is a proactive agent. It's always on always working. You stop working it keeps working. and the kind of thing that my dots does, right? So, I have I have a dot that's um looking out for work that I was supposed to do, like messages I was supposed to send, um things I said I would do that I haven't gotten to yet. And I always wake up in the morning, there's like a list of things that I was like, "Oh, yeah, this is my to-do list." Um and that I it often notices things that I never even asked it to notice. Uh if there's like a conflict on my calendar in terms of scheduling, it'll point that out. If it's like, "Hey, you actually need to leave this meeting earlier in order to get to the other thing." And so it's like so contextually aware. It knows what I'm doing with my day. It understands the projects we're working on. It understands I sort of, you know, it knows what's in my inbox. It knows what's in my Slack. And it's able to integrate across these. And it knows the questions I've been asking about. So it knows what areas are most of top of mind for me. And I think that having like in some ways what do is it's a change to the form factor, not the capability, right? It's like it's an astro level model. It's got its own cloud computer. But that the change in that form factor in a workplace setting with this level of intelligence, it's a game changer. >> And do you have multiple dots running or you just have one that's sort of covering all your background tasks or anything? >> I've got one. I've got one. Uh it's it's a little owl is the uh is the icon. You can ask change the icon. And uh I it's uh I just sort of doing everything across across my work life. OpenAI obviously has um you know research efforts and then a consumer and an enterprise and developer business platform business today. Um do you think that there's going to be a separation between uh let's say assistants that help you at work like dots or which is how I primarily think of it and then like consumer assistance like the instincts muses of the world >> there's some I think these things are going to converge no question and I think that there are some pressures that are very different in different environments. So for a mass market consumer product really figuring out how to scale and to provide things for free or at very low cost is is very important. Whereas in the workplace and if you're productivity, if you're busy executive, individual contributor, whatever your role is, then it it is much easier to say peak intelligence and really as long as you're getting returns to paying more, it's worthwhile to throw more comput. And so I think that that is the main distinction is really around cost. And we've seen this in chat GBT, right? that chatbt we put in a lot of effort to have the largest scale free tier and bringing things like memory to all of our free users was an incredible endeavor like a real huge engineering effort and it's just very easy to implement the same functionality at much higher costs for a very small number of people and so I think that what we're seeing in in the personal assistant workspace is that there is there there are going to be these different market segments where different amounts of compute are going to be expended fundamentally and so sometimes when there's different levels of compute it then means the product can look a little different, right? That it can be that there's just more functionality that's embedded in one versus the other. Um, and there's of course different use cases. You think about um things like, you know, payments and travel and things like that are much more for the consumer, but I don't think there's any fundamental difference, right? It's like really just like an AI that's doing things and it's just like happens to be like slight sort of pressure in one way or another. And so one of the strengths of OpenAI is the fact that we have 1.2 2 billion consumers on chatbt and we have also a leading coding and enterprise business and no one else has both in house and so that a lot of our strategies to say let's unify these so we're not sort of you know sort of competing on two fronts it's really competing on one front and I think that this is also the general direction of travel of AI is to blur the distinction between what is consumer what is enterprise we're going to have this renaissance of entrepreneurs like we're already seeing it I mean I imagine you're you're seeing this very concretely Um, like I know people who are quitting their job to go start companies who say, "I never would have done it if I didn't have an AI that I knew I could rely on. It could take care of so much of the kind of the bar of the normal barriers to entry." And so I think that we're going to see just like the distinctions have held for so long. I think they're going to change. >> So one of the things that traditionally has separated the enterprise and consumer world is how you think about UI. Obviously there's your point on cost and um you know underlying ability to deliver something for somebody at a certain level of fidelity but the other part of it is just the user interface and often the user interface in an enterprise setting or how you access it is very different from a consumer setting. To your point you're you're looking towards unifying these layers. You've al you've also been thinking quite a bit about like dynamic UIs and that's always been kind of um one of the things people have talked about quite early is how do you just dynamically generate a UI that's useful for a user or in some cases these things kind of move into the background. It's just part of your chat. How do you think UI will evolve for these different use cases or how do you think about that as a problem as you sort of address both of these segments? So at a place so first of all I think that the best UI is no UI >> and I think in AI that is where we're going >> just want a thing you can talk to and you can speak to it verbally can talk to over Slack iMessage any of the surface you can call it and that's literally what you can do with dots like literally today >> um but there are some fundamental differences between personal setting and a workplace setting and a workplace you have an admin, right? You have kind of your company security team. You have just more stakeholders and it's not just sort of a AI that's for you that's representing you that you own and you own its outcomes. And so I think that that is the main distinction I see between the enterprise and the and the home use case. And of course, this leads to product differences as well. And sometimes there are very small things like for example when we release a new feature that enterprises want control over when it's introduced. And so I that we have admin controls and toggles and so you can have a an experience where there's just less functionality available to you as a result of the fact that it is in the workplace and that does then change the well we need some way to surface that to you and this comes back to well the whole point was that there was no UI right so it's like what does it mean for there to be functionality that's missing and how do you even surface it and let people know that that's the case. So that's an ongoing challenge and I think that that will not magically go away and I think that you need to lean into that that complexity. Um, but yeah, to me fundamentally it's it's kind of crazy and beautiful if you think about it. The chatbt the text box, right? That's where it started. It was a text box and what we're heading to, there isn't even a text box, right? It's just like that is that is the AI we were promised. >> When I think about what might make a product that doesn't have a UI better, there's like you tell me, but I think there's like how much compute can I spend on it? Um, how good is the model itself? Uh there's a memory system. There's like I don't know decisions about behavior. Um how good are models at being calibrated on uh you know how hard they should think about something? Now >> so that's something we're getting very good at and with the release of GPT6 to everyone that we have the ability now for the AI if it's going to go think hard about a problem it actually can give you a quick answer and then keep thinking and then give you the more corre the more wholesome answer. And also to the point of no UI, I and and to the thing you you were saying earlier too is that we introduced intelligent UI. So now the AI can do generative UI on the fly. And so I think that even though there's no fixed UI, there's no buttons, there's no menus to learn, having an AI that can actually craft the result to be visually exactly what you want. Like you think about even something like flight booking, you want kind of a complex UI there, right? So you can see all the different options and that for any question you might ask like how do I assemble a bicycle or something, you might want some very sort of bespoke app that normally a person would have gone off and written for a month. And of course you're never going to hire someone to write a one-off app for you to help assemble a bike, but totally fine for an AI to go do that for you in real time in the moment you need it. And so I think that there is something about these like we're yeah we're now in a world where the AI is molding itself much more to you, right? that the user interface is becoming exactly the thing you need at the moment you need it and that is a lot of our focus and we're doing that across every aspect of how we think about the product. >> One of the biggest shifts in the discourse around AI recently has been around cyber and how do you build secure systems that are resistant to AIdriven um cyber uh approaches and so I'm just a little bit curious how you're thinking about that how are you building guard rails or how you're approaching the different aspects of cyber security. Well, first of all, I do think the physics of cyber security are changing and we're in what we call the defenders window >> and the way that I think about this window is that we have peak frontier AI capabilities that can help defenders secure themselves. They're not broadly diffused yet, but that the broadly diffused capabilities are ratcheting. And you can see this from each model release to model release from providers across the world. the capabilities on cyber that are available to everyone are are going up and you're starting to see the leading edges of some of the impacts, right? You're starting to see, for example, in South Korea that there were some high-profile hacks of of of banks that were driven by different uh models. And I think that the picture that is so critical is that defenders need to use this time. And so we have been working very hard to be able to responsibly give access through our Daybreak program to defenders to be able to use our peak intelligence or to use very capable models to find and fix vulnerabilities in their systems. And one thing that is very important to realize is these flaws have existed, right? It's it's every line of human written code in some ways that you have to ask is this secure? Was the developer trained in the right way? And you just start to realize that the way in which we built systems were kind of fundamentally insecure and we always knew it. Right. There's never been a CISO who's been overresourced. >> Yeah. Right. >> I mean you can look at XKCD in the comic of like all the world's infrastructure reliant on like one open source project written by one dude in his basement. Right. Or heart bleed or anything that predated like all these AI issues. >> Exactly. And so I think that to me and I think very importantly it's very important to realize that these are really human issues, right? These are the way that we chose to build the internet. It was security got kind of bolted on, right? And we had high-profile incidents, right? You think about early worms and viruses and then people started to realize, well, we need virus scanning software, right? And we need to I have encryption for I for requests, you know, over HTTP should be over HTTPS. All of these mechanisms were ones where I think that we kind of took the slower route in order to add security on afterwards. Like the internet's really been built for resilience, not necessarily for security. And I think that we're what we're going to see now is a moment where a lot of that debt, a lot of that tech debt is going to come to the surface. It's time for us to pay it down. And that as a company, we are doing we are really leaning into trying to help with this moment. So, for example, we have a billion-dollar commitment that we've made to help frontline defenders get access to our models and and utilize them for defense that we're studying and trying to find different vulnerabilities out there. And then thinking about how do we help the world respond? How do we coordinate incident response? How do we work with government? How do we work with the community in order to land these as well as possible and to help people navigate through? But I think that people have not yet really internalized how much the physics around cyber security are going to change. I think we will end up I think there's an opportunity to end up with a much more secure world. Right? You think about the fact that AI lets you pay down your tech debt >> in a way that was just previously unthinkable. The fact that you could do things like formal verification of software. Like these models are obviously great at proving things. Why not prove security properties of software? That's something that the technology has kind of been there for people but it's just so Exactly. No one does it for anything significant. And so I think all of that can change. And I think the world we're we're moving to right now and we've done this internally within OpenAI is every time a new model drops, you need to apply it to secure yourself, find your vulnerabilities and then saturate. And so for example, we took about 25% of our production engineers and said all of your projects are on hold. You are just securing now. and took our peak intelligence model at the time had it poke at all of our infrastructure rate team a bunch of things built some tools so that it's easy to do it again over time and we found a number of issues we fixed it and at some point we saturated the issues that this model was capable of finding and that's a very good story right it's like I think that that the thing to realize is that we're going to have a next model we're going to have to repeat that process and that that will continue but at some point again I think if you think about well the code that's being written We're actually so much of it is now AI assisted. We can actually train these models and we are training these models to write secure code from from the beginning. And so I think we can have sort of fundamentally more secure systems through the use and applications of these AI models in the right way. >> So it sounds like basically there's going to be a period of time where maybe we're going to see more of these cyber attacks, more incidents, etc. as humanity or as people sort of catch up in terms of their code bases getting more and more secure using more AI generated code that's sort of preset to be more secure and so we'll probably end up with some transitionary period over time where you know we'll we'll have more offense and defense and then defense will catch up. I mean that's kind of the consensus I've been hearing in the industry in general and >> look I seems like the most likely forward case at least. >> Yeah, look I I have I have a lot of optimism about how we can navigate this moment. I think it does require a coordinated response, right? It really requires defenders to internalize how the physics of cyber security are changing that there is this window where that window is not going to last forever, right? And that you should think about we're shifting to this world where the security of or organization is related to both the fundamentals that they've gotten right which is kind of onetime investment but also the level of cyber capability they've used to defend themselves and as we shift to that world I think that we can be in a world where defenders are able to outstrip attackers but it is going to take a lot of of change right it's going to take a sort of change in terms of how we think about every organization operating and how we collectively think about critical infrastructure and resourcing those that have sort of got you know sort of not had those resources to date. I think your example I mean your description of this is like let's say like internetwide tech debt and then your response to it internally is a really good one because I'm like okay I've been part of companies where you know tech debt is very painful to address and to say we're going to take 25% of the engineers or god forbid you know we're going to do a feature freeze for a quarter until we fix some stuff that really needs to be uh fixed. That is that doesn't feel like the state that the world has decided on quite yet. Um when you think about where the entire world is from a security investment perspective, uh traditionally it's thought of as like oh maybe it's like low single digits percent of the IT budget. Like what do you think it should be at this moment of time? And like is it all of all of this other stuff that you were investing in from a cyber tooling perspective network endpoint traditional corporate security is less relevant or we just need to go spend twice as much? I I have a feeling that cyber spend, security spend should actually vastly outstrip SEC software spend. Like I really think that that's a statement. >> Yeah. I I really believe it. And I may not be right, but when I look at the world we're going to be in where software in some ways is becoming like the barrier to entry. Exactly. It's it's freeish. >> Exactly. It's becoming so cheap. Yeah. >> And so of course >> making sure you don't just want software, right? You want software that is reliable, that is secure, that you can believe in. And so to me, the resilience of that software is the sort of >> that's the value. >> That's exactly that's going to become even more important. And so I think that we have this moment, we have this opportunity to, you know, to your point of the XKCD with the little block at the bottom of some open source maintainer like like that never made any sense. Mhm. >> And the reason we had that world was because of some of this physics, right, of kind of how hard it is to write software and to write reliable software and that everyone has this supply chain and so few companies audit their supply chain, right? If there's we've seen this with supply chain vulnerabilities where someone uploads a malicious package and a number of companies get hit. All of that needs to change and it was totally impossible to change with human software developers because there's so few there's so few people who have this expertise in this very obscure thing of like you know sort of knowing different packages and like different security third party software now like socket and others who will do this as an example where they they'll scan through your open source supply chain >> and try and find vulnerabilities and identify them for you or you know to your there's the human element of it where maintainers would suddenly take over a project and then uh install something that would malicious relative to people than using that packet. So it's it's really interesting to see that shift in terms of the third party ecosystem as well developing to support the efforts that open and others are doing in terms of this market. >> Exactly. I think it's so important. So we're doing this with the community. We partner with companies like Crowd Strike and I think that it is again a coordinated response but we really view it is a core priority for OpenAI to lead right for us to really because we have the frontier model, we have the peak intelligence model. Certainly in cyber security, we think that there is transformative potential for the good possible, but that means that we as a company and we've been going through a security transition, right? That over the past couple months, we've talked about safety, security, alignment of our development process, but we're also thinking about that for the world of how to really help the world become more fundamentally secure and help people through this whole period. >> One of the things about OpenAI is that it's always been very prohuman and very pro- human agency, human progress. Let's use AI to better everyone. I think the original premise of OpenAI was let's have something that can counterbalance other companies in terms of creating AI that can be used very broadly and universally in a positive way. Has that ethos continued at Open AI or how do you think about that in the context of the AI community? >> I think that ethos is very core to our mission, right? To ensure AGI benefits all of humanity and the humanity there is very key. We think that humans should be firmly in the driver's seat, should have control over the future and that this technology should amplify human agency >> even as models surpass humans and capability >> and and I think this is this is absolutely critical, right? That I think that the picture of and there keep in mind these models are very jagged, right? That there are places where obviously these AIs are more capable than than anyone today, right? Even GPD4 knows far more than any person. But the thing that is so important and I'm reminded for example of the there's the story of of why Steve Jobs put the handle on the iMac, right? So that that way that people could feel that they could control the machine, right? That you can always pick it up and throw it out the window. Um, and I think that the same spirit needs to apply to AI. fact of the spirit of humans are in the driver's seat that these like human judgment, human values and maybe you should think of how humans will operate in the in certain fields in certain dimensions in the future whatever it is is we become more like CEOs or like board members but it's important that we have that level of agency and that I think that we're going to build machines just like you know if you're a CEO you're clearly going to have domain experts you're clearly going to have teams that are going to have a knowledge across so many things and maybe even better ideas than you on many different axis. But fundamentally the question is are you happy? Is this what you wanted? Is this what makes your life better? And that that to me is something that we should all collectively it's not just about AI it's about technology right technology is to lift up human civilization. It's the single most fundamental driver of improvement of quality of life. And that is what we should be seeking from AI. That is the belief of open AI. >> Thank you so much for doing this, Greg. >> Yeah, thanks for the time. >> Thank you both. Appreciate it. >> Find us on Twitter at No Priors Pod. Subscribe to our YouTube channel if you want to see our faces. Follow the show on Apple Podcasts, Spotify, or wherever you listen. That way, you get a new episode every week. And sign up for emails or find transcripts for every episode at no-bers.com.
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