Sam Altman14:25
Okay, that's very hard to follow with the rest of this and obviously that's the most important part of what we have to say. But just to reiterate, we may be totally wrong. We have set goals and missed them miserably before. But with the picture we see, we think it is plausible that by September of next year we have sort of an intern-level AI research assistant and that by March of 2028, which I believe is almost 5 years to the month after the launch of GPT-4, we have a legitimate AI researcher. And this is the core thrust of our research program. There are two other areas we want to talk about: product and then infrastructure. On the product side, as we make this incredible progress with deep learning, we want to make it useful to people to sort of invent the future as we mentioned. And what that's looked like traditionally for us is an AI super assistant inside of ChatGPT, but we're now really going to evolve to a platform that other people will build on top of and all of the pieces that need to fit in of the world will be built by others. Before we go talk about that, wanted to just show a quick video of how people are using GPT-5. Some of the ways people are using GPT-5 in ChatGPT today.
We love that. We want much more of that. We want that everywhere. So we want OpenAI to be a platform that people and companies can build on top of. We can sort of see our way now to an AI cloud where this is not just in ChatGPT, this is not just services that we create, but we want to expose our technology for as many people to build the things that people will depend on and use and create with as possible. I think this quote or at least this idea is originally from Bill Gates, at least that's where I first heard it, that you've built a platform when there's more value created by people building on the platform than by the platform builder. And that's our goal. Next year we really think we can now take this technology and this user base and this sort of framework we've built and get the whole world to build amazing new companies and services and applications on top of it. To do that, there will be many things that we have to evolve towards, but there's two foundational principles as we move towards being a platform that I wanted to touch on. One is about user freedom. If this is going to be a platform that all sorts of people are building on, using, creating with, people around the world have very different needs and desires and there will of course be some very broad bounds, but we want users to have a lot of control and customization of how they use it. Now, I made one of my many stupid mistakes when I tried to talk about this recently. I wish I had used an example other than erotica. I thought there was an understandable difference between erotica and porn bots. But in any case, we were trying to show the point we're trying to get across is that people need a lot of flexibility and people want to use these things in different ways and we want to treat our adult users like adults. In our own first party services, we may have tighter guidelines, but AI is going to become such an important part of people's lives. The freedom of human expression is going to need to be there. Along with that, we think that world will need to think about privacy in a different way than they have for previous kinds of technology. Privacy is important for all sorts of technology, of course, but privacy for AI will be especially important. People are using this technology in a different way than they've used the technologies of the past. They're talking to it like they would to their doctor, their lawyer, their spouse. They're sharing the most intimate details of their lives. And of course, we need strong technical protections on that privacy. But we also think we need strong policy protections of that privacy. We've talked about concepts like AI privilege. But really strong protections if AI is going to be this fundamental platform in people's lives seem super important to us. Okay. And then I want to go on to infrastructure. So I know there's been a lot of confusion about where we are in our infrastructure buildout and we figured we would just be super transparent about that. So where we are today, all of our commitments total a little bit over 30 gigawatts of infrastructure buildout. And that's about a $1.4 trillion total financial obligation for us over the next many years. This is what we've committed to so far. We of course hope to do much more, but given the picture we see today, given what we think we can see for revenue growth, our ability to raise capital, this is what we're currently comfortable with. This requires a ton of partnerships. We've talked about many of our great chip partners. There are people building the data centers for us, land, energy. There will be chip fab facilities. This is already getting to require quite a lot of supply chain innovation. And we're thrilled to get to work with AMD, Broadcom, Google, Microsoft, Nvidia, Oracle, SoftBank, many others to really make this happen. But this is still early. If the work that Yakob talks about comes to fruition, which we think it will, and if the economic value of these things happen and people want to use all these services, we're going to need much more than this. So, I want to be clear, we're not committing to this yet, but we are having conversations about it. Our aspiration is that we can build an infrastructure factory where we can create 1 gigawatt a week of compute and we aspirationally would like to get that cost down significantly to like $20 billion per gigawatt over the 5-year life cycle of that equipment. To do this will require a ton of innovation, a ton of partnerships, obviously a lot of revenue growth. We'll have to repurpose our thoughts about robotics to help us build data centers instead of doing all the other things. But this is where we'd like to go and over the coming months we are going to do a lot of work to see if we can get here. It will be some time before we're in a financial position where we could actually pull the trigger and get going on this. 1 gigawatt is like a big number, but I figured we would show a little video to put this into perspective. This is a data center that we're building in Abilene, Texas. This is the first Stargate site. We're doing several of these now around the country, but this one is the furthest along. There are many thousands of people that work here every day just doing the construction at the site. There's probably hundreds of thousands or millions of people that work in the supply chain to make all this happen, to design these chips, to fab these chips, to put them together. There's all of the work that goes into this for energy. There's an enormous amount of stuff that has to happen for each one gigawatt. And we want to figure out how we can make this way more efficient and way cheaper and way more scalable so that we can deliver on the infrastructure that the research roadmap requires and that all of the ways that people will want to use this need. To enable that, we have a new structure. So maybe you saw before this crazy convoluted diagram of all of the OpenAI entities. Now it's much simpler. We have a nonprofit called the OpenAI Foundation that is in control of where the board sits and owns a slice of our PBC, public benefit corporation, called OpenAI Group. So nonprofit and control public benefit corporation sits under it. We hope for the OpenAI Foundation to be the biggest nonprofit ever. As I mentioned now a few times, science is one of the ways that we think the world most improves along with the institutions that broadly distribute the benefits of that. So the science will not be the only thing that the nonprofit funds, but it will be an important first major area of the things that we do. The nonprofit will govern the PBC. It will initially own about 26% of the PBC equity, but that can increase over time with warrants if we perform really well. And it will use these resources to pursue what we think are the best benefits of AI given where the technology is and what society needs. The PBC will operate more like a normal company. It will have the same mission. It will be bound to that mission. And in matters of safety will only be bound to that mission, but it will be able to attract the resources that we need for that gigantic infrastructure buildout to serve the research and product goals that we have. So, the initial focus of the foundation, we'll do more things over time, but we want to knock something out of the park, hopefully first, is a $25 billion commitment to use AI to help cure disease. There are a lot of ways this can happen: generating data, using a lot of compute grants to scientists, and also for AI resilience. AI resilience is a new and I think very important area and I'd like to invite our co-founder Wojciech up to talk about what this will look like.