Sam Altman in conversation with a16z co-founder: Will aggressively bet on infrastructure, sora is an important strategic tool

Original Title: Sam Altman on Sora, Energy, and Building an AI Empire

Source: a16z

Compiled and Translated by: Long Yue, Wallstreetcn

OpenAI is transforming from a research lab into a vertically integrated "AI empire."

On October 8, OpenAI CEO Sam Altman revealed in a recent conversation with Ben Horowitz, co-founder of renowned venture capital firm a16z, that OpenAI has decided to make a "very aggressive infrastructure bet," one so large that it requires participation from the entire industry.

He explained that this decision is based on strong confidence in the capabilities of models in the next one to two years, as they foresee that upcoming models will create tremendous economic value, and the current pace of expansion can no longer meet future demand.

This strategy directly explains OpenAI's recent series of partnerships with tech giants such as Nvidia, Oracle, and AMD. Altman previewed that more such collaborations will be announced in the coming months, indicating that OpenAI is attempting to leverage the entire industry chain "from electronics to model distribution."

This may also mean that the AI race is shifting from algorithms to an all-encompassing battle involving computing power, capital, and energy.

Altman also directly linked the future of AI to the future of energy, pointing out that the exponential growth of AI will require cheaper and more abundant energy. He predicted that the long-term solution will be a combination of solar plus storage and advanced nuclear energy, and asserted that the cost of nuclear energy will be the key variable determining whether it can be rapidly adopted and thus support AI development.

When talking about the company's vision, Altman stated that OpenAI is not just a research lab, but a comprehensive entity integrating consumer AI subscription services, hyperscale infrastructure operations, and cutting-edge AI research, dedicated to building artificial general intelligence (AGI) and making it beneficial to humanity.

Key Points from Sam Altman's Interview:

· Aggressive Infrastructure Bet: Altman revealed that the company is making a "very aggressive infrastructure bet," the scale of which requires industry-wide collaboration. This massive investment is based on strong confidence in the capabilities of models in the next one to two years, not current models, and he previewed more industry partnerships in the coming months.

· Blueprint for the Future of Energy: Altman pointed out that AI and energy have "merged into one," and the exponential growth of AI will depend on cheaper and more abundant energy. He predicts that future energy will be dominated by "solar plus storage" and nuclear energy. He believes that once nuclear energy demonstrates an "overwhelming economic advantage," its development will be extremely rapid, and called past restrictions on nuclear energy "an extremely foolish decision."

· Strategic Position of Sora: Sora is not just a video generation tool, but a strategic tool for building "world models" to advance AGI and help society adapt to AI development.

· "AI Scientists" Are Coming: Altman predicts that AI models will be able to make major scientific discoveries within the next two years, which he sees as the true sign of AI changing the world. He revealed that GPT-5 has already begun to show the ability to make small, novel scientific discoveries.

· Strategic Shift to Vertical Integration: Altman admitted that his previous views on vertical integration were wrong, and now believes it is the necessary path for OpenAI to achieve its mission, drawing an analogy to the success of the Apple iPhone.

· New Copyright Model: He foresees that AI training may be considered fair use in the future, but using specific IP to generate content will give rise to new business models. Some copyright holders are even more concerned that their IP is not being sufficiently used by AI, rather than overused.

· Commercialization and Trust: In terms of commercialization, Altman is open but cautious about advertising, emphasizing that user trust in ChatGPT must never be compromised. He believes that recommending paid products instead of the best products would destroy this trust relationship.

"A Very Aggressive Gamble": Infrastructure Expansion Based on Future Demand

Amid current doubts about whether AI is a bubble, Altman's statement has undoubtedly added fuel to the market's frenzy. He bluntly said, "We have decided that it's time to make a very aggressive infrastructure bet."

This decision is not based on the current demand for products like ChatGPT, but stems from strong optimism about the future. Altman revealed, "The reason we're being so aggressive is not because of the models we have... We can see (the capabilities of future models) one to two years ahead." He believes that the economic value that upcoming models can create will far exceed imagination, so it is necessary to plan ahead.

The scale of this gamble is so large that it requires support from the entire industry. Altman said, "To bet at this scale, we kind of need the whole industry... to support it." This covers "everything from electronics to model distribution and all the links in between."

This also explains why OpenAI is actively partnering with companies like AMD, Oracle, and Nvidia. He further hinted that this is just the beginning, "In the next few months, you should see us making more moves."

The Lifeblood of AI: The Future of Nuclear and Solar Energy

Altman admitted that the two fields he cares most about in his career—AI and energy—have now "merged into one." He believes that, looking back at history, the factor that has most improved human quality of life is cheaper and more abundant energy. The enormous computing power demands of AI are now pushing the energy issue into the spotlight.

As for how to meet future energy needs, Altman provided a clear roadmap. He expects that in the short term, most new baseload energy in the US will come from natural gas. But in the long run, he believes "the two dominant energy sources will be solar plus storage, and nuclear." The nuclear energy he refers to includes the entire stack of advanced nuclear technologies, including small modular reactors (SMRs) and nuclear fusion.

On nuclear energy development, Altman put forward a key economic perspective. He believes that the speed of nuclear energy adoption depends entirely on its cost. "If it has an overwhelming economic advantage over everything else, then I expect it will happen very quickly."

He added that, at that point, enormous political pressure will push regulators to act quickly. Conversely, if its cost is similar to other energy sources, anti-nuclear sentiment could make its development extremely slow. He did not mince words, calling the decision to ban nuclear energy in many regions in the past "an extremely foolish decision."

The Strategic Value of Sora: More Than Video Generation

Regarding the recently released text-to-video model Sora, Altman also explained its multiple roles in the company's strategy. He believes that while Sora may seem unrelated to artificial general intelligence (AGI) on the surface, building powerful "world models" is far more important for achieving AGI than people imagine.

In addition, Sora is also an important tool for OpenAI to guide the "co-evolution" of society and technology. Altman said that just as ChatGPT made the world take large language models seriously, Sora can help society anticipate the impact and opportunities that powerful video models will soon bring. "It's very important for the world to understand the direction of video technology development," he said.

Of course, Sora also brings new commercialization challenges. Altman observed that users use it not only for professional creation but also to make fun memes and share them. There is a contradiction between the high cost of generation and the high frequency of entertainment use, which means OpenAI needs to explore a business model for Sora that is completely different from ChatGPT.

The Catalyst for AGI: "AI Scientists" Are About to Arrive

Among all potential AI applications, Altman said he is "most excited" about "AI scientists." He believes that when AI can independently make scientific discoveries, the world will truly change.

"We saw small examples of this for the first time in GPT-5," he revealed. He observed that the model is already able to make some novel mathematical discoveries or achieve small advances in physics and biology research, and believes this trend will go much further.

He predicts that within the next two years, models will be able to take on larger chunks of scientific work and make important discoveries, which will have a "significant impact" on the world.

From Investor to Operator: Cognitive Shift Toward Vertical Integration

In the interview, Altman also reflected on his transition from investor to company operator and its impact on OpenAI's strategy. He admitted that he had always opposed vertical integration, but "now I think I was just wrong."

He attributed this cognitive shift to the actual experience of running a company. As an investor, he was more inclined toward theoretical market efficiency, where each company does only one thing. But as CEO, he realized that to achieve the company's mission, he had to do more than expected himself. The huge success of the Apple iPhone is an example of extreme vertical integration, which Altman called "the most incredible product in the history of the tech industry."

This shift from "advising" to "executing" explains why OpenAI has evolved from a pure research lab to building its own large-scale infrastructure, striving to control the full stack from underlying computing power to upper-layer applications, laying the foundation for its grand AI empire.