OpenAI CEO Sam Altman 通过 Slack 告诉员工,他预计公司将在“未来一年内”进行 IPO。 已提交的招股说明书只是为了保留“如果我们想提前上市的选择权”。如果推迟到 2027 年,会让很多人感到意外,尤其是因为 Anthropic 似乎将在未来几周内上市。
Altman 有充分的理由等待:Anthropic 的增长数据看起来更强劲,而 OpenAI 仍在烧钱。现在上市可能会在估值上失分。当然,Altman 对推迟的说法不同。自我改进型 AI 的进展可能会推迟 IPO,因为“技术和世界可能以令人惊讶的方式发生变化,在此期间作为一家私营公司也许有充分的理由。”话又说回来,计算基础设施的巨额资金需求可能会加快进程,他说。Altman 还宣布即将面向员工进行一项股票出售,价格为每股 687.69 美元。
OpenAI 还在准备一个代号 5.6 的新模型。研究负责人 Jakub Pachocki 称它相比 GPT-5.5 是一大步跃升,可能于 6 月发布。Anthropic 已经凭借 Fable 和 Mythos 5 设定了很高的门槛。
OpenAI CEO Sam Altman told employees via Slack he expects an IPO "within the next year." The already filed prospectus was just about keeping "optionality if we want to go sooner." A slip to 2027 would surprise many, especially since Anthropic appears set to go public in the coming weeks.
Altman has good reason to wait: Anthropic's growth numbers look stronger, and OpenAI is still burning cash. Going public now risks losing valuation ground. Altman frames the delay differently, of course. Progress on self-improving AI could push back the IPO because "technology and the world may change in surprising ways, and there might be good reasons to be a private company during that time." Then again, the massive capital needs for compute infrastructure could speed things up, he said. Altman also announced an upcoming stock sale for employees at $687.69 per share.
OpenAI is preparing a new model codenamed 5.6, too. Research lead Jakub Pachocki calls it a big step up from GPT-5.5, with a possible June release. Anthropic has already set a high bar with Fable and Mythos 5.