OpenAI为何正竞相让计算机操作能力超越人类
Ari WeinsteinJames SunSeema AmbleFabrizio Serafini
- Ari Weinstein 的速度论点是,达到专家级的电脑操作能力,可能让委派成为默认选项。 他认为,智能体操作电脑已经快过普通人,而且“离超过专家水平已经很近了”。要让人愿意委派,关键是消除“这事我自己做就行”的念头,尤其当任务必须先完成、其他工作才能继续时。
- 电脑操作让智能体无需等待新的集成,就能使用旧软件。 Weinstein 的说法是,“电脑操作适用于一切”:智能体通过与人相同的界面使用应用程序。他预计,几十年前的系统会与成本更低的新软件并存,为用更好的体验封装旧工作流的产品创造空间。
- 企业采用智能体,既要模型更强,也要有可执行的边界。 James Sun 提到应用和网站限制、可配置的审批要求,以及一套他称为 Guardian 的系统——他认为应用里叫“自动批准”——用来核验操作是否安全、是否符合用户意图。智能体快到无法一直盯着时,“控制这部分就会越来越重要”。
- 眼下最清晰的工作流,是把繁琐任务串联到多个业务记录系统中。 Sun 举例说,采购流程要把电子表格里的1,000行数据导入采购软件,再联系供应商;缺少 API 的财务对账也是一个切入口。Seema Amble 一句话点出了机会:“无聊之处就是机会。”
- 垂直领域知识和落地能力,仍是初创公司的机会,即使大模型公司的能力覆盖面更广。 Sun 认为,监管、获客和客户服务方面的行业理解依然重要,而 OpenAI 自己的团队也仍然人手紧张。他所说的“速度和痛点”护城河,体现在一套餐饮工作流中:串联库存照片、需求预测、采购和员工排班。
- 智能体会冲击网页变现模式,但界面仍有价值。 Sun 认为,智能体带来的广告展示通常无法创造收入;WebMCP 则能让人继续浏览网页、由智能体处理繁琐事务。他明确表示:“我不认为 UI 会消失。”Fabrizio Serafini 补充说,企业用户仍需要了解付款原因、查看审计记录并掌握控制权。
- 云端分发有望扩大采用,但产品体验仍未打通。 Sun 称,浏览器能力被整合进已有智能体使用场景的产品后,周环比增长达到“YC 级别”,但未给出具体数字。让10亿用户用上产品的目标,与为手机用户提供云端电脑有关;浏览器、凭据和上下文割裂仍是障碍,而 Weinstein 希望智能体“适应你,而不是让你去适应它”。
1. 超人级速度将让委派成为默认选择
Weinstein 表示,智能体操作电脑已经快过普通人,而且“离超人水平已经很近了”——也就是快过专家级电脑用户。后台任务可以慢慢跑,但需要人盯着的任务,或必须先完成、其他事情才能继续的任务,都得跨过“这事我自己做就行”的心理门槛。一旦智能体速度更快,他预计委派会成为默认选择,除非有人就是想亲自完成任务。
Weinstein 说 Sol 的电脑操作能力已经很强。Astra 平均“稍微快一点”,因为完成同一任务所需的思考 token 更少,边缘场景下也显得更可靠。他用99%和97%的可靠性作对比,说明微小提升为何重要;他也明确说,这只是基于个人体验的判断。
Weinstein 提到的 Microsoft Paint 发布演示,展示了创作能力的提升。Sun 补充说,Astra 在内部游戏对战中“每次”都能赢过5.6;他还提到,有推文称 Astra 大约花了30小时左右打通 Fallout。他对这类表现如何转化为实际工作能力的解释仍比较松散:“我知道这大概能转化成点什么。”
Weinstein 称 OpenAI 的产品是“速度最快、成本最低、可靠性最高”的电脑操作产品,但没有提供对比数据。他预计,成本更低的模型不断进步后,人们会更常按任务选择不同模型。Sun 有时仍会自己处理只需点两下的任务,因为这样更省事;速度进一步提升,或许连这条界线也会消失。
2. 企业要的不只是模型能力,还要有控制措施
Amble 提出的疑问是责任归属:雇主可以追究受过培训的员工的责任,即使员工做得不如智能体。Sun 总体认为 Astra 能在电脑上完成“人能做的任何事”,但涉及敏感操作或应当带有个人色彩的信息时,仍需要人介入。可重复的工作适合按产品规格书设定要求;输入不够明确时,智能体会追问缺失信息,但即使用户没有回复,也可能继续收集上下文。
Sun 称 Astra 是“我们对齐程度最高的模型”,理由是它更能抵御提示注入,也更少做出非预期操作。这对采购、供应商往来和客户沟通尤其重要。但让企业放心,不仅要说明这些能力,还要向管理员展示内部与第三方评测,并提供明确选项,排除敏感应用或数据源。
确定性的控制层是一套可配置沙盒:管理员可以允许特定应用和网站,同时屏蔽其他应用和网站。审批设置则可以要求用户在下载、上传或访问新网站时介入。Sun 把这些设置称为企业可以调节的“旋钮”,让不同工作流拥有不同程度的自主权。
Sun 介绍了一套叫 Guardian 的系统——他认为应用里称作“自动批准”——它会用模型逐项评估操作是否安全、是否符合最初的用户意图。消费者可能希望尽量少被打断,企业则可以自行决定哪些操作能继续。Weinstein 补充说,根据不同模式显示光标移动,并要求用户批准访问新应用或网站,也有助于建立信任,让用户逐步放心委派更多工作。
3. 通用访问打通彼此割裂的业务系统
Weinstein 强调的是通用性:“电脑操作适用于一切”,不必等开发者创建连接器或 MCP server。Sun 将其称为一种“通用 API”,并表示它正越来越多地出现在复杂任务中。他希望建立一层“共享智能”,让应用能利用其他地方积累的上下文,避免每个网站都有自己的智能体、却无法与你的智能体沟通。
对于“无聊之处就是机会”这类场景,Sun 最典型的例子是采购。团队把1,000行实验室设备需求填进电子表格;运营人员再把这些需求录入内部采购软件;采购部门随后根据系统输出联系供应商。他认为,电脑操作可以自动跑完整条链路,贯穿电子表格、内部系统和外部沟通。
Sun 还提到月末对账:费用账簿和其他台账所用的软件没有 API,智能体可以核对记录、标记异常或值得注意的内容,再进一步调查。他提出的第二类机会更偏向创造工作,包括电路设计、建筑设计、硬件工程和游戏设计;更强的视觉能力为这些任务提供了支持。他认为,随着企业逐步理解模型能力,相关使用量可能在自动化繁琐工作的初期机会之外继续扩大。
4. 任务形态多变时,主动性尤其有用
Sun 以 Dots 为例,谈到通知疲劳:他过去用 Codex 自动化每小时或每30分钟检查一次 Slack,但通知相关性不稳定,让他后来干脆忽略。Dot 则可以遵循需要判断的目标,例如标记直属汇报链发来的消息,或关键产品反馈——这类任务“每次的形态都不一样”。每个 Dot 都有自己的云端电脑,可以根据找到的信息采取行动。
遇到相关的 bug 报告时,Sun 描述了智能体如何通过浏览器进入 Sentry、提取日志、分析问题并返回反馈。这取代了他原先手动判断哪条报告重要、打开 Sentry、下载日志,再把日志交给 Codex 的流程。他说 Dots 可以操控本地电脑和云端电脑,因此能支持这类主动、长时间运行的工作流。
Weinstein 举出的消费级场景包括填写 DMV 表格、退订邮件,以及人们过去没时间做的事。他自己的例子包括用 Apple Numbers 制作个人财务和膳食计划电子表格;他称这是一款“冷门电子表格软件”,但模型仍然能用得很好。他还提到,有私人教练会为客户制作定制材料。这些事在个人生活中可能耗时太久,有了电脑操作能力后就容易多了。
5. 老旧系统与精心打造的界面可以并存
Sun 问,智能体究竟会让笨重的既有软件继续占据市场,还是让 AI 原生供应商有机会崛起。Weinstein 认为两者都会发生:开发软件的成本和复杂度已经大幅下降,但用10年、20年、30年甚至40年前的技术写成的生产系统,不会一夜之间消失。电脑操作“可能会加大对软件供应商的压力”,促使他们更好地支持智能体,因为智能体已经能通过现有界面操作这些软件。
谈到开放网络,Sun 指出商业模式存在冲突:他认为,智能体产生的广告展示通常不计入收入。对于愿意配合的网站,OpenAI 在应用内浏览器中支持 WebMCP。他设想,人们继续享受浏览酒店或购物网站的过程,智能体则处理繁琐事务;用户可以自行完成交易、输入信用卡信息,再把后续工作交还智能体。WebMCP 让用户和智能体可以共同使用网站界面。
Sun 用自己为妻子制作的一款战术训练工具来说明界面设计的价值:这款工具用于一种连5颗棋子的游戏,他认为游戏名可能是 Omok。他按妻子的偏好定制了学习体验;智能体可以在对局后总结失误,但游戏仍由她来玩。“我不认为 UI 会消失。”Weinstein 进一步提出,软件也可以专为“100个人,甚至1个人”设计。
Serafini 提出的企业场景,是一套用于设定目标和检查逻辑的界面。用户应该能看懂一笔付款为何发生,也能指定付款时间,或要求30天后打折,而不必亲自跑完整条工作流。Weinstein 反问:“我们凭什么只能用这么糟糕的软件?”他设想的是由智能体驱动、为特定需求打造的界面,有时智能体在底层操作旧应用,最终交付更好的体验。
6. 行业知识与落地能力仍是创业机会
尽管 OpenAI 规模庞大,Sun 仍看好初创公司:即使公司有数千名员工,团队依然感到人手紧张。熟悉行业监管、获客路径和客户服务的创始人仍有机会。他的说法是,“速度和痛点就是护城河”(speed and pain are kind of the moat);AI 在许多垂直行业的普及速度较慢,意味着还有大量工作可做。
他举的餐饮案例串联了多个系统:通过后厨储物区的照片,结合次日客流预测,估算哪些物资会短缺;再由电脑操作通过 Shopee 或其他采购应用下单。工作流还会根据历史客流调整 ERP 中的员工排班,例如考虑节假日期间的客流变化。Sun 认为,这些客户需要有人帮他们理解工具、打通系统、完成部署并提供服务。
Weinstein 给创始人的实操建议是,先判断产品究竟是辅助用户在桌面电脑上工作,还是通过 API 在云端机器上操作软件;人工介入方式应由这个选择决定。创始人还必须决定何时汇报成功或失败、如何总结活动:如果只是不断推送“发生了这件事”,用户最终会把通知当成噪声。
7. 云端分发需要更连贯的产品体验
Weinstein 描述了过去6到9个月的变化:年初能力先有提升,最近几个月产品使用量快速增长,不过 OpenAI 的用户中只有一部分在使用电脑操作。Sun 坦言,他1月加入 Atlas 后得到的教训是:“Atlas,安息吧。”它的智能体功能并没有成为主要吸引力,因为很多人把它当作普通浏览器使用。
Sun 表示,把浏览器能力整合进已有智能体使用场景的产品后,周环比增长达到“YC 级别”,但没有给出具体数字。他认为,下一次拐点来自云端访问:让 ChatGPT 用户——包括日常用手机处理生活事务的人——拥有一台无需了解操作方式也能使用的强大电脑,是他实现10亿用户目标的路径。
对于下个季度,Sun 最看重的是体验连贯性。Chrome 扩展可以使用 Chrome 的密码管理器和其他功能;桌面应用内置浏览器则有另一套 cookie 和密码,云端电脑又各有不同。消费者会碰到好几个彼此无法按预期沟通的浏览器。电脑操作的概念很简单——“就是 AI 在用你的电脑”——但这些实现细节让产品更难理解。
Weinstein 希望在目前擅长后台工作的产品中,加入实时、多模态协作。他也指出一个行为习惯上的障碍:用户得记得委派任务,还得改变既有习惯。Dots 的主动性提供了一条路径,让智能体自行发现值得做的工作。他希望智能体能“适应你,而不是让你去适应它”(adapt to you instead of you adapting to it),同时由人继续设定目标并把握方向。
完整逐字稿
We’ve gotten computer use to a place where it’s faster than the average human, and I think we’re getting really close to where it’s superhuman.
What sorts of tasks do you think are ready to hand over to the agent, versus the ones where it still requires some checking and correcting?
Computer-using agents, since Astra, are now capable of doing anything a person can do. We think a lot about what new consumer experiences we can enable with a faster, better model. On the enterprise side, that’s naturally why safety becomes very interesting. How do we give people the ability to control the amount of human-in-the-loop involvement, and ensure auditability?
It’s unlike anything else we’ve built, where the developer has to do some work to adopt it; someone has to build a connector or MCP server. Computer use works with everything.
Now we have capable models. They’re getting cheap enough to run at scale. What should companies think of automating?
I think of it in 2 big categories. The first category is—
I’m Seema Amble. I’m joined by my colleague, Fabrizio Serafini. In August, we wrote about computer-using agents and how they’re starting to do the real work inside companies. Today, I’m joined by Ari Weinstein and James Sun from OpenAI, who are going to help unpack what’s going on with computer-using agents from their perspective and share some thoughts on the future. Ari, James, thanks for joining us.
Of course. Happy to be here.
Yeah, thanks for having us.
Ari, kick it off and tell us a little bit about what in Astra has made computer-using agents move forward, and what’s really unlocked.
Yeah. Astra’s an amazing model. It’s good at so many things. Our computer-use models were already so good before Astra. Sol itself is amazing at computer use. Astra helps with a few things around the edges, in my anecdotal experience. One is that it’s a little bit faster on average because it uses fewer thinking tokens to do the same task. It’s better at certain kinds of creative work. For example, in our launch video, you were talking to it while it was drawing things in Microsoft Paint. It’s way better at that sort of thing, which I think probably transfers to other kinds of creative tasks, too.
The last thing I find is that it’s just more reliable around the edges. I feel like I trust it a little more. There’s a little difference that’s hard to perceive but really important between something being 99% reliable and 97% reliable. I feel like it’s just a little higher in a way that feels pretty concrete.
Yeah, and adding on to some of those things, Astra’s also our most aligned model.
Yeah.
Right? And talking about trust a little bit—
Yeah.
If you look at the system card for it, it’s much better at being resistant to prompt injection. It’s much better at not taking any kind of unintended actions. When you think about it for enterprise work, especially for companies using it for sensitive things, whether it’s procurement, talking to vendors, or talking to customers, you’re going to feel a lot safer using it. That’s really exciting.
On the creative side, internally we had Astra play video games against 5.6, and it wins every time. There are some cool tweets where Astra was able to beat Fallout in about 30 hours or something like that. It’s also just really amazing at playing video games. I know that probably translates to something, but it’s very exciting.
Maybe just to double-click on that point: consumer versus enterprise use cases of computer agents have very different implications around all the scaffolding around computer-using agents. How do you think about where things are more exciting between consumer and enterprise, if you were to pick?
Our goal at OpenAI is really about building products that are useful for everyone. Ari is definitely more of a consumer guy here, and I spend a little bit more time on the enterprise side. I think the consumer is always the place where we try to push the frontier when it’s possible. With Astra, like Ari mentioned, it’s much faster compared to the previous models. We think a lot about what new consumer experiences we can enable with a faster, better model.
On the enterprise side, that’s naturally why safety becomes very interesting. When we talk to large companies, the use cases for computer use are actually fairly obvious. Inside enterprises, there’s lots of legacy software that doesn’t have any MCP tools. It’s software that’s been used for 15 or 20 years, and a lot of times it’s actually kind of hard for a normal person to use.
Right.
There’s lots of UI from the last decade, and you don’t even know how to operate some of the key things. We’ve seen companies build skills that teach the model to use them better. Maybe the way to think about it is that enterprise is where the capabilities have been there for a little bit longer, and companies are catching up but trying to understand how to deal with it. For consumers, we’re trying to figure out the next types of use cases that may not be possible today with software. Maybe you can share a little more.
The consumer use cases are so fun for me because it’s about how you can put your agent to work doing the things in your daily life that are so annoying, save you tons of time, and give you more time to focus on the things you’re excited about. It’s been really fun to see Dot, where each Dot gets its own computer and you can ask it to do things for you in the cloud. It gets a full web browser. It can buy things for you, book haircut appointments, and do anything else you want it to do. That’s been really fun, and I think there’s a lot more on the horizon that’s going to be really fun.
That was going to be my question about Dots. James, I think you probably use a Dot to walk through product feedback. It’d be cool if you could share more about it. I’m curious to know how you’re using Dots and how computer use plays into what you can do with them.
I think Dots is really cool for a few reasons. One is that it’s really proactive. I’ve been surprised a lot of times, both in my personal life and at work, when Dots flags something that completely slipped through the cracks. Just the other day, internally, our email system didn’t show external invites on our calendars, so I ended up missing some meetings. Dots is now catching these things for me. It’ll say, “There’s this invite in your inbox. It’s not on your calendar. Do you want me to accept it in Gmail so it shows up?” That’s been a lifesaver. It’s a small thing, but it matters a lot.
I also have it proactively looking for tasks where the shape of the task isn’t super concrete every single time. For example, we use Slack internally, and there are a ton of messages going on at all times. I used to have a Slack job using automations in Codex that would go and try to pull things every hour or every 30 minutes. I ended up tuning out a lot of the notifications because sometimes they were useful and sometimes they weren’t.
Right.
With Dots, I can give it a high-level goal: “If anybody in my reporting chain says anything, flag it to me. If anybody is giving critical feedback about certain products, use your judgment and go for it.” Because it has a cloud computer, I’ve had this pretty cool workflow where, when someone reports something, they usually have a Sentry log. I can have it use the cloud computer to drive my local browser. The Dot can control both your local computer and the cloud computer, log into Sentry, pull the logs, analyze them, and give me feedback.
It’s saving that entire loop of figuring out which feedback is important, looking at it, going to Sentry, downloading the logs, feeding them into Codex, and asking for thoughts. All that can now just be automated. Dots is great for these proactive and long-running tasks where they’re not the same shape every single time.
We talked a little bit about reliability, speed, token usage, and efficiency.
How do you guys think about balancing all of these things as you keep making improvements on what you're releasing?
I think we're really excited about computer use at OpenAI, and we've invested in it a lot. We've gotten to a place where I think we have the fastest, cheapest, and most reliable computer use product. There's actually so much further we can take that. We spend a lot of time looking at speed.
Speed is really interesting because, on one hand, the power of computer use is that it can do tasks in the background, so in some cases, it doesn't matter how long it takes because you can be going and doing other things while it's accomplishing the task for you. But sometimes you want to watch it to make sure it does it correctly. You need to wait for it because it needs to complete this before something else can happen.
Speed is so important because you don't want to get the feeling of, “Oh, I could've just done that myself, and it would've been so much easier.” We've gotten computer use to a place where it's faster than the average human at using a computer, and I think we're getting really close to a place where it's superhuman, meaning it's faster than an expert computer user, like probably one of us at this table. I think that's going to be a sea change when it happens. It's going to change the way we all interact with computers, because all of a sudden, anything that you could do manually, it could do faster.
Unless you really want to do it yourself for some reason—which I think there may be many reasons people would want to do that—in the default case, you probably just want the agent to do it for you. I think that's going to let us build all kinds of cool user experiences. Speed is something we think about a lot. Obviously, we have a strategy of offering multiple different models at multiple different qualities and price points, so for different use cases, you may want to use a different model. At the same time, our less expensive models are getting much better at computer use over time, so I think there will be more variation over time in which models people want to use for which tasks.
I think that's what I was saying. Another thought is: how do we give customers control over safety, reliability, autonomy versus speed?
Mm-hmm.
When the model is slow, you can watch it do stuff, but then you're limited to the tasks you can do because you can't just sit here watching it. It's actually less effective, because it's slower than you. But once you get to a point where you can no longer observe and audit everything it's doing, how do we give especially enterprises and businesses the ability to control the amount of human-in-the-loop oversight there is—
Right.
—and then the auditability?
Mm-hmm.
As part of Astra, we launched a set of enterprise controls that let businesses choose how much human-in-the-loop oversight there is. Do they want the agent to automatically approve everything? We have this really awesome system called Guardian—or auto-approve in the app, I think—which is a really smart model looking at every single action the computer use agent is taking to decide if it's safe and aligned with the original intent.
A consumer might be like, “I just want it to do everything, and I don't want to be asked for approval.” An enterprise can decide which types of actions actually go through. I think the control part becomes more and more important as our computer use agents also become superhuman at doing things.
Totally. As you try to roll out more enterprise use cases, employers are excited about the efficiency, but they're also wary of—
Yeah.
—what's sort of being unleashed. Maybe on the other side, have you guys seen the response from application software? Now there are computer-using agents accessing my legacy workflow software. Do you guys think about that at all? Are you more focused on just the agent being used by the consumer or enterprise user?
Mm-hmm.
Hmm.
Yeah, I think this problem becomes really interesting on the open web, actually. When it's within software that's approved and used by the company, it's more straightforward—
Right.
—because it's like, “Oh yeah, 100%, we want people to automate and do work in here that they don't have to do tediously themselves.” But when it comes to the internet, I think you have a few different camps of folks.
One is: our business model is not in line with having agents use our product. Think about advertisers and publishers whose business model is entirely based on advertising. If the agent's using the website for them, where's the ad revenue coming from?
Right.
I think in most places, an agent's ad impression does not actually count toward real revenue. That's an interesting question that we're always working through and working with our partnerships team on.
There's another question around companies that really want to embrace having computer use agents use their sites. A lot of them are adopting standards that let humans and agents use them together. WebMCP is a standard that we're really excited about. We added support for it in the in-app browser, so you can imagine scenarios where the agent elevates the experience of using the site but doesn't entirely replace it. Browsing the internet is still very fun, in my opinion.
Yeah.
Right? I still like shopping. I still like looking at all the hotels and flights and places. You can imagine places where the agent does all the tedious work, but carves out a user experience where you're doing the browsing and saying, “Okay, now I want to finish the transaction,” and then putting in my credit card and doing all this stuff. Then you can hand it back to the agent. WebMCP is an interesting way for your interface with the website to still be the site itself versus an API, while the person is using it together with the agent. Those are just some thoughts.
Shifting gears, I want to double-click a little bit on what it means to get the end-to-end job done. I'd love to hear a little bit from you guys about what works well, how you define the right narrow, repeatable task, and what sorts of tasks you think are ready to hand over to the agent versus the ones that still require some checking and correcting on the user side.
Generally, I've found the model to be pretty capable of doing anything that you can do on a computer now. One exercise that I try to force myself to do is, whenever I have a task, the first thing I think about is: can I just have the agent do it? There are obviously some sensitivities around sending a message to someone; I want to feel like it's coming from me.
But in general, the way I think about it is that computer-using agents, since Astra, are capable of doing anything a person can do. Before, I think there were questions about some squishiness around specificity and requirements. I've generally found that the model is getting pretty good at asking you for more details whenever you're asking it to do something and there's some vagueness. With Astra, I think we launched flexible input, right?
Yeah.
It will ask you, “Hey, I want some details,” and if you don't answer it in time, it'll just keep going and then pull the context as necessary. For repeatable workflows, it's nice to be able to define the requirements; it's at least similar to writing a product spec. In general, unless there's something incredibly sensitive that you want to be in the loop for, I just reach for the computer use model for everything I do now. I'm curious if it's the same for you.
Yeah, it is. I'm trying to build that impulse to—
Yeah.
—to reach for it.
Yes.
Because it's so good, and sometimes it's so easy to get locked into—
Yeah.
—the old way of doing things. The really cool thing about computer use as a technology is its universality. It works with every application. It's unlike anything else we've built, where the developer has to do some work to adopt it. Someone has to build a connector or MCP server. Computer use works with everything, and it works by using the application the same way a human uses it, which I think is something worth understanding if you haven't spent much time with this technology.
Computer use uses computers the same way a human does. It gives the agent all the capabilities you have, which I think is so powerful.
Yeah, and adding on to what Ari said, part of it is that over time, I’ve stopped thinking about whether I’m using a computer-use task or a non-computer-use task. They’re frequently connected. The way we think about computer use is that it’s not a thing you pick up and just say, “I want to do something with it.” It’s really the universal kind of API the model has to do whatever it takes.
If you have an ambitious task and you want the agents to do it, the more complex it becomes, the more likely it is to touch computer use at some point along the way.
Mm-hmm.
The only time I don’t reach for computer use is when the task is so simple that it’s easier for me to just click 2 buttons and do it. But as computer use gets faster, the question becomes: maybe I don’t even need to do that. I just drive it with voice, and it uses the computer with me. Those are some interesting thoughts, too.
Do you think there’s anything you have to share with an enterprise user to get them comfortable with that? Obviously, you guys are totally built on computer use, but I think there’s sometimes hesitance from enterprise users. They’ll say, “Okay, the human would click through it and probably do it worse,” but there’s that feeling of accountability. If that person is trained, and all the classic rebuttals—I’m curious what you have to say to convince people.
For sure. We’ve had a lot of conversations with enterprises over the last little bit, and I think the main thing is that we think about it as 2 layers. The first layer is: how do we create deterministic controls? I think that’s really what gives enterprises a feeling of safety. Even though our model is the most aligned ever, and I think it’s better than most people at protecting against prompt injections and unintended things because the intelligence is so smart, there’s still a feeling of safety when enterprise admins can say that certain tasks or data sources are too sensitive to be used.
We launched 2 things. One is the ability to deterministically create a sandbox around your agent, so you can say it can use certain apps and websites, but not others. The second is a human-in-the-loop component: what types of actions require a human to intervene? We might say that any time there’s a download or upload, a person has to approve it. Any time it goes to a new website, a person has to approve it. Those are all dials an enterprise can adjust.
The other layer is showing enterprise admins the evaluations we’ve run internally to demonstrate how aligned these models are, compared with both internal and third-party evaluations.
I think there are also some baseline things we do across the board to help people build trust with these kinds of products. We know it’s so new, such a magical and sometimes alien experience for people. We’ve put a lot of work into the product design, so you can always see the cursor if you want to watch it perform a task. It animates in a fun way, so it’s not boring to watch.
It’s customizable for enterprises, but also, for a regular user, we ask permission before using a new application or website, depending on which mode you’re in. I think that helps people not feel like it’s going to do something runaway on their computer. You want to have this trust-building moment where you figure out what it feels like and what you want it to do for you. Then you feel more comfortable over time.
The Codex cursor is so cute. I love it.
Yeah.
It’s such a small detail, but watching it use the computer gives you confidence, and it makes the experience nice. There’s a user-experience point that’s worth investing in. I’m curious, in a broader sense: now we have capable models, and they’re getting cheap enough to run at scale. What should companies think about automating? Where do you see the most promising use cases within enterprises? Are there workflows around ERP, or around how humans and agents can work together to get tasks done? If you had to pick, where are you most excited to see your models perform in the world?
1. Automating Enterprise Workflows
Yeah. From my perspective—and I’d love to hear Ari’s—I think of it as 2 big categories. The first is automating tedious workflows. That’s the more boring one, but I’ll give you some boring examples.
But boring is opportunity, as you said.
Boring is opportunity, exactly. ERPs are a really big one, along with all the acronyms you can think of: ERPs, CRMs—
All the systems of record.
Yeah, every single system of record. We’ve seen this with procurement software. Say you’re ordering a bunch of lab equipment from vendors every year. Instead of having a giant spreadsheet with 1,000 rows that the operations team has to process, computers can automate the whole thing.
Normally, the teams fill out a giant spreadsheet. Then an operations team takes it and enters it into internal procurement software. That gets finalized as a bunch of line items, and then the procurement team takes the software output and reaches out to vendors. Procurement is a big one we see.
Finance is another interesting category. There are a lot of different ledgers within a company, for expenses and other things, and there’s a lot of reconciliation at the end of the month. A lot of financial software doesn’t have APIs to quickly pull things. The finance team can use computer use to look through all these ledgers, reconcile them, and pull out anything interesting to flag for a person or investigate. That’s another boring but useful workflow.
A lot of sales teams use different software for transcripts, data, and other things. Computer use can do prospecting, put the information into a CRM or outreach software, and handle the rest. All the systems of record are the boring part.
Market research is another one we see a lot. In my free time, I’ve been building video annotation software for badminton. I play a lot of badminton, and I like to film myself playing. I wondered how to make the app really useful. There’s software out there for pickleball, squash, and tennis, so I had computer use log in, create accounts on those platforms, try them, take screenshots, give me feedback, and then help me build that back into the app.
Those are all tedious workflows that could be done. Then there’s more interesting creative work that enables more ambitious projects. We talked about how good the model is now at visual design. Circuit design, architecture, hardware engineering, and game design are areas where we’re really excited about what our models can do. Enterprises are thinking about the boring opportunities right now, but as people understand the capabilities of the model more, I think we’ll see more usage in those areas next. Ari, do you have any thoughts?
Yeah, I think it’s similar on the consumer side. There are a lot of things where it’s automating drudgery.
Or just doing things you don’t want to do. It’s filling out DMV forms for you.
Mm.
It’s helping you unsubscribe from a bunch of emails in your inbox. I’m hearing from a lot of people about doing things they just wouldn’t have had time for or wouldn’t have thought to do otherwise. For me personally, I’m maintaining spreadsheets about my finances and spreadsheets about meal planning.
Yeah.
I have a friend who’s a personal trainer who’s making customized things for his clients. Some of these things would be so time-prohibitive to do in your personal life, but this makes it so easy. I use Apple Numbers, which is an obscure spreadsheet program, but the model still knocks it out of the park.
I don’t think I’ve ever heard someone use Apple Numbers.
It’s surprisingly great spreadsheet software. I think there’s a third category of things that I’m the most excited about, which is just starting and, on the horizon, really about having a different way to use your entire computer or interface with software. I think you saw in our Astra ad really cool examples of people just talking to their computer with their voice. It’s such a natural way to use your computer, and I think over time we’re going to see the form factor of software itself change due to this technology. I’m really excited about that.
2. Software Still Needs a UI
On that point, if you’re an enterprise user, you’re used to using whatever clunky ERP was built 30 years ago. There’s a world in which you now unleash a set of agents that just operate that software, and you don’t really care. There’s another world in which a new AI-native player is using a computer-using agent. Do you think the world is going to go more in the direction of keeping the legacy folks and just having this layer on top? Or do you think computer-using agents can absolutely be part of new software players? This is something I think a lot about, so I’m curious to get your guys’ thoughts.
It’s such an interesting moment where simultaneously the cost and complexity of creating new software are so much lower, so you can imagine software changing so much. But also, there’s so much legacy software in the world that computer use is so well-suited to interact with. I expect both of those things to continue for a long time. If you look at the software that’s in production today, a lot of it was written 10, 20, 30, or 40 years ago, and I don’t think that stuff’s going to go away overnight.
I do think that, in some way, the existence of computer use may put more pressure on companies to make software work better with agents, because all the software is going to work with agents by default. I think WebMCP is a great example of this, and I think we’ll see more stuff like that. I sort of expect both to be super important, but I do think it’ll shift over time. What do you think, James?
I agree with you. There’s a lot of art and craft, and you understand this because Ari builds a beautiful product with his team. Cursor was all him. I think there’s a lot of art and craft in building great products that people can hold in their hand. For me, if the internet becomes this faceless thing that’s just agents talking to each other and people aren’t using anything anymore, I would be very sad.
I don’t think it will be like that, because there’s something about craftsmanship and art in software that just feels nice to use, because the person who designed it really understands the experience the customer wants to have. My wife recently got into playing this board game. I forgot the name of it. It’s where you connect five pebbles to win. I think the name of it is Omok. Anyway, she’s trying to get good at it because she’s playing online with friends and getting her ass kicked. So I was like, “All right, I’m going to build you a tactical trainer for going through different gambits so you can get better at it.” I created a first version. I knew she likes to do it in a certain way; she likes these types of ways to learn more than others. So I was able to craft the software to feel really good for her.
Mm.
These kinds of personalized software—I know today it maybe still feels like only tech people will do it. But if you think about this a few years out, anybody can build anything, and they can build this really crafted software in a very short amount of time for niche use cases that are so well-tailored for people. I think that’s a beautiful world. At the end of her training, an agent could summarize the lessons and mistakes she made and give them to her in a text format. But when she’s actually playing with the AI and trying to get better, that’s something the person has to do. So I’m bullish that I don’t think UI is going away.
I think, a little tangentially to your original question, that the pressure of cheap software will make it so software has to be better. But I don’t think it’ll just be that everything will have an MCP and an API, and computer use will never be useful.
Totally.
I love this point so much. Humans are so hardwired for direct manipulation. You really want to be able to move and do things with your own hands.
Yeah.
I think it’s really exciting to think about how software in the past was so one-size-fits-all—
Mm-hmm.
Yeah.
—and had to be. A lot of the software we interact with every day is designed for millions, tens of millions, hundreds of millions, or billions of people to use. I think we will enter an era where any piece of software could be designed for 100 people or one person, and that kind of software will be so much more personal and unique.
My mental model is that there are probably 2 buckets. On the consumer side, you’ve got either something you get joy out of—you enjoy using it or you learn from it. It’s not the utility of it; it’s the joy of interacting or learning or whatever it is, and you want to spend time. On the B2B side, you may want your agent to complete a bunch of the tedious work, but there’s also this concept of the audit log.
That could be personalized in how you want to interact, but the product really is me as the human user setting the goal and being able to understand the logic, but not necessarily needing to run through the entire chain of command of how it happened. Any B2B user still needs to figure out, “Okay, why did that payment get made?” and go back in and get a summary of what happened, and be able to say, “Okay, pay this person at this time, at 30 days, this much discount should be applied,” et cetera. They want the agent to take care of the execution of it, but they want some level of control still to be put in there. I think that does require a UI of some sort.
Yeah.
Yeah.
If we’re moving more toward believing that AI will do more of this, that part has to be enjoyable to use too, right?
Yeah.
Right. Yeah.
Why not? Why should we settle for shitty software?
Yeah.
Yeah.
You know, it’s—
I do think it’ll be really interesting to see, and I’m optimistic that we will see new kinds of software where it has traditional user interfaces but is also using agents under the hood. Maybe sometimes those agents are themselves using computer use to automate legacy software, giving you a much nicer, more purpose-built experience. I’m really excited for that class of thing.
Yeah.
Yeah. It’s kind of like the one we like to use internally: the shared intelligence layer. If you have your agent using legacy software somewhere else and doing things at other places, you…
Like, if you’re using an application, the application wants access to that context so it can deliver—
Right.
—a better experience. If every website has its own agent that doesn’t talk to your agent, it’s a very fragmented world. Figuring out how that plays together—where the agent can plug in and use your other software—I think is going to be a really interesting thing to play out over the next few months.
I love that you guys talk about this, because I think the importance of human-AI interaction is so underappreciated, especially if you want a product to be successful. You have to be thoughtful about how an agent can fit into a team, because humans are used to collaborating. I’m curious: if you apply that to a new startup—let’s say you’re starting a company tomorrow and want to use Computer Use to solve a workflow within an enterprise—how would you think about it? What are the things that jump to mind? You want to know when it fails; you want it to communicate with people; or maybe you want it to be a black box. If you had to talk to founders right now, what advice would you give them as they try to use your models and capabilities to solve problems for enterprises?
In my mind, it depends so much on the modality. Are you a small team that wants individuals on the team to be able to use some piece of software more efficiently? Or are you building something that itself wants to interact with existing software, in which case maybe you have a machine in the cloud somewhere doing Computer Use in the background? That will really affect the modality of the human-agent collaboration.
In the former case, a lot of our products serve this use case. You sit down at ChatGPT, and there’s a lot of great collaboration you can have there. In the other case, maybe you’re building something with the API and doing your own Computer Use implementation. Then it’s interesting to figure out when you want the human in the loop. Is the agent telling you when something’s wrong? Is it telling you when something went right? Is something summarizing it so you don’t get bombarded with notifications saying, “Hey, this happened, this happened, this happened,” which you’re just going to ignore? What do you think, James?
Both Ari and I were startup founders before we began OpenAI, so I’m still very bullish on startups. The question comes down to: Is there still a moat? Is there something that startups can still tackle while the labs are doing things? In general, I think there are 2 things. One is that there are so many things to build. Even though we’re quite big now, with thousands of people, we still feel very stretched thin internally.
Oh, yeah.
The teams aren’t very big for all the problems. If you have a problem that you deeply understand, industry expertise, and you understand regulation, the go-to-market motion, and how to service those customers, it’s still a very green field out there. The tools you have through our APIs, like Ari mentioned with Computer Use, will still let you accelerate. I think speed and pain are kind of the moat that exists today.
The other thing I think about a lot is that there are still a lot of vertical industries where the diffusion of AI is much slower. I was talking to a company the other day that uses Computer Use to help restaurant groups take pictures of their back-of-house storage. Vision looks at what’s going to be missing based on a projection for tomorrow’s traffic, then it uses Computer Use to go to Shopee or some kind of procurement software and order groceries for the next day. Then it goes into the ERP to adjust the timetable for employees, who might need more people to help because at this time last year, there was a lot more traffic coming in for a holiday or something like that.
Those restaurant groups probably aren’t tech companies that are super familiar with all the tools available. Living in San Francisco, we hear a lot of thinking like, “Wow, the labs can do everything. Codex—and why doesn’t everybody just install Codex and have it do stuff?” But for the average American, the average small or midsized business owner, or the average enterprise, understanding what the tools are capable of is one thing; connecting tools in a way that makes sense is another; deploying them is a third; and servicing them is a fourth.
There’s still a lot of opportunity, in my opinion, when complex workflows require a lot of disparate software. Computer Use is a great way to join them and complete the entire end-to-end workflow. Building it in a format and UI that feels good to use for those customers still feels like a really big opportunity that remains open.
Right. Tell us about what’s next. What are you excited about on the frontier that you can share around Computer Use and agents?
Ari?
I’ve sort of gestured toward it already, but we’re really excited about speed. We’re really excited about making Computer Use superhuman, and we’re really excited about things that blend together different kinds of interfaces and bring together multimodal inputs and outputs, so you can have more fluid experiences with your computer.
Right now, a lot of our Computer Use product is very background-focused. It’s very much like, “Let me give the agent a task so it can do that while I do something else,” which is actually a tremendous strength of the product. But I think that in the future we’ll also see more real-time collaboration between you and the agent. I’m really excited about this area. Otherwise, I’m excited about things being better, cheaper, more available, and easier to use.
More. Yeah, exactly.
Yeah.
Being able to actually access everything.
Yeah.
With Codex, we’re giving folks these computers in the cloud. ChatGPT Work also has a browser in the cloud. For me, one thing I’m excited about is making the experience feel a little more coherent.
Mm-hmm.
Today, you can install the Chrome extension, which uses your password manager and everything in Chrome. Then we have an in-app browser in the desktop app, which has a different set of cookies and different passwords. Your computer in the cloud also has different things. For the average consumer, it’s kind of confusing.
It’s like, “Why do I have these 4 different browsers that don’t talk to each other? If I open a tab in one, does it show up in the other?” A lot of what I’m excited about is how we make Computer Use go from a product used by enterprises and really hardcore tip-of-the-spear users to something that’s understandable for people. It’s kind of an oxymoron, because I think Computer Use is actually the easiest-to-understand AI product—
Mm-hmm.
—because it’s an AI using your computer.
Yeah.
But because of the complexities of the different states you have to manage and the different places you’re using it, the implementation details sometimes seep through, and then it becomes kind of hard to grok. Being able to make that consumer-grade, easier to understand, and more coherent is something I’m really excited about for the next quarter.
Yeah, I think it comes back to the point that there is still a human setting off the agent, right?
Yeah.
And the better the UI and controls are, and the easier and more enjoyable it is to use, the more they’re going to get out of it. That’s still the principle.
Absolutely. On that point, one other thing I want to gesture toward is that I think another challenge with the product today is that you have to put some thought into how you’re going to use it—
Mm-hmm.
Right.
And you have to remember to use it, and you have to convince yourself to do things that are different from how you're used to doing them. I do think Dots, like James was talking about earlier, have this really powerful proactivity where they can come to you, identify situations, and help you solve problems. I think we'll also see a lot more proactivity. I'm really excited about a world where the agent can adapt to you instead of you adapting to it.
Mm.
Mm.
I think we're going to see a lot of that, and I think it will make it a lot easier for people to relate to, understand, and incorporate this technology, while still being the ones setting and steering the goals, if that makes sense.
One of the things we haven't talked about yet is the momentum behind Computer Use and how much has changed. Fabrizio and I chatted a little bit about this in our piece. I'd love for you to talk about where things are, how the trajectory has gone so far, and where things are headed.
Mm.
Yeah. Yeah.
At OpenAI, James and I have been working on Computer Use for some time now, and it's been an incredibly exciting past 6 to 9 months, right? We started working on these Computer Use products, and very few people were using them. The models all of a sudden, it felt to me—
Mm-hmm.
—became great at these kinds of tasks—
Yeah.
—earlier this year because of amazing work the research team did.
Totally.
Then we've been working super hard with a bunch of teams internally on how to create good product experiences around this. In just the past couple of months, the product's been growing like crazy, and people are really seeing the value in it. But I think it's still so early, you know?
Yeah.
It's still the case that only some portion of our user base is using Computer Use, and I think we're going to see it grow quite a bit.
Yeah, totally. I joined OpenAI in January, working on the Atlas product, and I love Atlas. RIP Atlas. One of the things we realized was that, in the Atlas product, the agentic experience, I think for a few reasons, wasn't actually a big selling point. Not many people used it, partly because most people treated it like a normal browser.
Over the last few months, because the model capabilities have gotten better, we've incorporated browser and browser use into all of our existing products where there was already agentic usage. We've just seen YC-level growth week over week, and I'm always surprised by how fast it can go. I think this next big inflection point is cloud, right? How do we—
Right.
—how do you give every single ChatGPT user, everybody who's just using their phone for their day-to-day life, a powerful computer that they don't even need to understand how to use, that just makes things work for them? I'm really excited about how that brings it to a billion users.
It feels like computer-using agents have had a ton of momentum behind them, and now it's the moment of, “Okay, how do we get it into more people's hands?”
Yeah.
They trust it.
Totally.
They feel like they can really use it. And to your point earlier about coherent experiences—
Yeah.
—once that gets a lot better, I think consumers will feel more comfortable using it, and it'll feel more natural.
I think that's right. I think we're at the scaling moment of Computer Use, both for consumer and enterprise, at the same time. I'm really excited to see where it goes and what people build with it.
Nice. Us too.
All right.
Well, thank you so much for joining us. This was awesome. We love talking about this topic, and it was really fun to hear it from you guys directly.
Thank you. We had a lot of fun as well. Yeah, this was really fun. Yeah, thanks. Thank you. Thank you, guys.