今年OpenAI连续做了几件事:开放Apps SDK,让开发者直接在ChatGPT里构建应用;联合苹果推出小程序;推出群聊功能,让ChatGPT开始渗入用户的社交场景。Acharya把这三件事放在一起,得出一个判断:消费科技产品爆发需要的三个条件——新技术、新用户行为、新分发渠道——第一次同时成立了。ChatGPT现在有9亿用户,在这个生态里发布应用,起点就是9亿潜在用户,而不是从零开始买流量。他用了一个词:十年一遇的淘金热。
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