OpenAI测试按效果付费模式

You know why OpenAI is considering “pay when it works” as a business model—even though that may forc...

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OpenAI推出按效果付费,失败不收费,但62%失败率下IPO估值8500亿怎么算?

AI 摘要

OpenAI正在测试新定价模式,企业客户仅在AI代理成功完成任务时付费。失败时,OpenAI承担计算成本。独立测试显示OpenAI的Operator代理有62%的真实桌面任务失败率。行业调查发现AI代理约能完成75%的分配工作。Thomson Reuters已构建自有模型以减少API访问费用。

原文 · Gary Marcus

You know why OpenAI is considering “pay when it works” as a business model—even though that may forc...

You know why OpenAI is considering “pay when it works” as a business model—even though that may force them to eat a lot of costs? Because customers have finally figured out that it often doesn’t work—and don’t want to pay for slop. Hedgie @HedgieMarkets 🦔OpenAI is testing a new pricing model where enterprise customers only pay when the AI agent completes the task successfully. If it fails, OpenAI eats the compute cost. The company hasn't disclosed how it determines whether a task counts as a success or what the pricing looks like. Some enterprise customers are already on the model. My Take A company heading to IPO doesn't voluntarily make its revenue less predictable unless it has to. Enterprise customers were pushing back on paying for output they couldn't use, and OpenAI decided absorbing failed runs was better than losing the accounts. Independent testing found OpenAI's Operator agent fails 62% of real desktop tasks. A broader survey of 8,128 users across the industry found agents complete about 75% of assigned work. OpenAI hasn't published their own numbers, which at this point is an answer in itself. Thomson Reuters built its own model to reduce what it pays for API access. Companies are demanding returns. Offering outcome-based pricing keeps customers from leaving, but it also means every failed run is now OpenAI's cost instead of the customer's. At no annual profit, a 62% failure rate on the independent tests that do exist, and an $852 billion IPO valuation to justify, that's a lot of compute to absorb. I get the retention logic. I just don't know how the IPO math works when your revenue depends on your product not failing, and right now it fails a lot. Hedgie🤗 🔗 View Quoted Tweet 💬 7 🔄 13 ❤️ 33 👀 2681 📊 11 ⚡

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