我真的认为,基于 ChatGPT 插件将会诞生价值十亿美元的业务。但我们所构建的内容中,有 95% 是初创公司或其他公司完全也能做出来的。
英文原文
>> I I really do think that there's goingto be a billion dollar business built on
top of a
chat GPT plugin. But 95%
of what we built was something that
absolutely a startup could do, another
company could do.
在 OpenAI,我们之前在预训练方面遇到了问题,因此在扩展模型时遇到了困难。在 2026 年,我们已经能够解决其中的许多问题。
英文原文
>> At OpenAI, we ran into problems withpre-training and therefore had
difficulty scaling the model. In 2026,
we've been able to solve many of these
issues.
[音乐]
英文原文
>> [music]ChatGPT 金融服务的发布与未来展望
今天我们邀请到了来自 OpenAI 的 ChatGPT 金融业务负责人之一 Joseph Kim,以及我们在演播室的联合主持人兼 Latent Space 编辑负责人 Richard。这是一个特别的节目。我们在纽约的 AI Finance 现场。Joseph 刚刚发表了一场精彩的主题演讲。我想我们不必重复大部分信息,所以大家坦白说可以直接去看演讲,不过还是请你用大约 30 秒概括一下你谈论的内容,留下一些线索,大家可以去看完整的主题演讲。
英文原文
>> Today we have Joseph Kim, one of theheads of chat GPT finance from OpenAI,
and our co-host and head of editorial
from Latent Space, Richard, in the
studio. It's a special episode. We're
here in New York at AI Finance.
Joseph just gave a great keynote.
I think we don't want to repeat most of
the information, so honestly go watch
it, but give give like a 30-second of
what you talk about and then we'll leave
the breadcrumbs. You guys can go watch
the keynote.
好的,没问题,我可以快速做个 30 秒的介绍,概括一下我们刚才聊的内容。
第一,我们刚刚发布了一款新产品,面向金融服务的 ChatGPT(ChatGPT for Financial Services)。这是一款面向企业的产品,真正试图将 ChatGPT 的强大功能——也就是大家在消费级产品中非常喜欢使用的工具等功能结合起来,同时也加入了企业层,支持公司专有模板,以及 Dilupa、标普(S&P)等数据来源。这非常令人兴奋。我们一直在与设计合作伙伴摩根士丹利(Morgan Stanley)和 Evercore 合作,反响非常不可思议。这就是演讲前半部分的内容。
演讲的后半部分则更加前瞻,深入思考我们在模型改进方面看到的一些趋势线,并将这些趋势线延伸到未来,尝试思考:好的,这些模型在 2027 年中或 2027 年底将能够做什么?这对在这些模型之上构建产品的人们意味着什么?以及你该如何提前为未来短短几个月内即将到来的智能水平做好规划。
英文原文
>> Sure, yeah, I can give a quick 30-secondintro to kind of what we just chatted
about.
One, I would say like we just released a
new product, chat GPT for financial
services. This is an enterprise-focused
product that's really trying to bring
the power mix the power of chat GPT,
kind of the tools and things that you
really, you know, like to use in the
consumer product, but also add in the
enterprise layer so that firm-specific
templates,
you know, sources like Dilupa, S&P, etc.
And so really exciting. We've been
working with our design partners Morgan
Stanley and Evercore on that, and
reception to that's been incredible. So
that was kind of the first half of the
talk. And in the second half of the
talk, really much more forward-looking,
so thinking deeply about some of the
trendlines that we're seeing in terms of
model improvements, and drawing those
trendlines out to the future and trying
to think a little about, okay, like what
are these models going to be able to do
at the end of, you know, mid-2027, end
of 2027, and what does that mean for
folks that are building products on top
of that model, and how can you kind of
start to plan ahead to the intelligence
that comes in, you know, just a
matter of months.
从研究到产品:金融数据的上游训练与企业现实
我觉得这是一个非常有趣的时期,因为你其实来自研究端。现在你领导着许多产品和工程工作,但请告诉我们,打造一个金融专属产品需要什么?你在主题演讲中提到,当你们推出 ChatGPT 工作版时,用户数量出现了一次上升。当时 Codex 开始面向大众提供,人们开始将其用于金融领域,而现在你们正在推出首款金融产品。金融推理数据到底是什么样的?金融专属模型中都融入了什么?
英文原文
>> I think it's a fun time because youactually come from the research side of
things. So you now lead a lot of the
product and engineering, but tell us
what it takes to make a
financial-specific product. You
mentioned in the keynote that there was
sort of an uptick in users when you
launched ChatGPT work. So, Codex started
to become available to the masses.
People start using it for finance, and
now you're shipping your first finance
product. What is like financial
reasoning data like? What goes into
finance specific models?
是的,这是一个很好的问题。我想说的一点是,我们为金融推理分析所做的所有训练数据,都是在上游融入我们所谓的“大运行”(big run)中的,也就是最终成为 6 Astra 或 61 Astra 等主干模型的训练运行。因此,尽管我们在模型中添加了大量金融数据,但它是进入主模型的,因而对于想要在其基础上进行构建的人来说也是可用的。这对我们非常重要。
在 OpenAI,我们确实希望这种智能不仅能为我们在内部以第一方方式构建的产品所用,而且也能让那些希望在其基础上打造初创公司、建立业务的人,以及希望将其直接整合到公司内部的金融机构所使用。因此,我们会让所有这些智能在那里都可以获取。
你刚才谈到了一点产品与研究的关系,我认为这确实是我们在 OpenAI 工作的核心。在内部,我们将自己称为一家“研究与部署公司”(research and deployment company)。这意味着——我们特意按这个顺序组织结构——研究排在第一位,部署排在第二位。因此,当我们考虑归根结底要改变人们进行知识工作的方式时,我们基本上是按这个顺序工作的,对吧?我们首先考虑模型的能力、未来的发展方向以及能赋能哪些新事物。这是第一点。第二点,我们会非常深入地思考应该构建哪些产品功能和界面形态,以让更多人能够接触到这种模型智能。
我想你提到了我在主题演讲中的一张幻灯片,我们在那里展示了 Codex 在 OpenAI 内部的采用率图表。挺有意思的,因为你可以看到软件工程的采用曲线,基本上是一直稳步向右上角攀升。人们开始使用它并将其融入日常工作流程中。但如果你看金融、法务和销售,之前几乎全都是零,然后突然一下子跳升到了 90%。如果你看那条曲线,试图弄清楚在跳升发生的前后发生了什么——我们在 2 月份发布了 Codex 桌面端应用,也就是在那时采用率激增。因此,我确实认为这在某种程度上表明了协同开发这两者的重要性,而产品的目的就是让尽可能多的用户能够获得这种模型智能。
英文原文
>> Yeah, it's it's a great question. Imean, one thing I will say is that like,
you know,
all of the training data that we do for
financial, you know, reasoning analysis,
we do upstream into what we call the big
run, which is the the main kind of run
that becomes, you know, something like 6
Astra or 61 Astra, etc. And so, even
though we're adding a bunch of financial
data to the model, it's going into the
main main model, and so therefore it's
available to folks that want to build on
top of it. And that is something that's
very important to us.
You know, at OpenAI, we really do want
that intelligence to be accessible not
only to our products that we're building
in-house in first-party ways, but also
for folks that want to build startups,
build businesses on top of that, as well
as, you know, financial firms that want
to integrate that directly into their
companies. And so, we will make all that
intelligence accessible there.
I think you touched a little bit on
product and research, and I think that's
like really core to what we do at
OpenAI. Internally, we call ourselves a
research and deployment company. And so,
what that means and we kind of structure
that in order on purpose, like research
comes first, and then deployment comes
second. And so, as we think about, you
know, at the end of the day trying to
change the way that people do knowledge
work, we kind of work in that order,
right? We think about the model
capabilities, where they're headed, what
kind of new things they enable. So,
that's one. And then two, we think very
deeply about the product features and
surface areas that we should build to
make that model intelligence accessible
to more people. And I think you alluded
to to a slide in my my um
keynote where, you know, we had this
chart of Codex adoption within OpenAI.
And it's funny because you can you can
see the the software engineering
adoption curve, and it's just like up
into the right pretty steady. People are
picking it up and and incorporating into
their daily routines. But if you look at
finance finance, legal, and sales, you
know, it's pretty much at zero, and
suddenly it kind of jumps up to 90% and
if you and if you look at that line and
try to see what happened around the time
where it jumped up, we we had released
Codex desktop app, um, you know, in
February and that was when that adoption
jumped up. And so, I do think it kind of
shows the importance of co-developing
those things and the purpose of the
product is to make that model
intelligence accessible to as many users
as possible.
那么,在使用 Codex 处理金融应用的数据增长中,你们学到了哪些东西,随后将其应用到了金融数据的后训练(post-training)中?
英文原文
>> So, in the, you know, that uptick ofdata for using Codex for financial, you
know, applications, what sort of things
did you learn that you then applied into
the post-training of financial data?
是的,这是个好问题。我可以谈谈我们是如何构建 ChatGPT 金融服务版的。这非常独特。我们并没有构建太多的第一方产品。我认为 Codex 算是我们最大也是最主要的一个,那是我们第一次开发一款产品时,将产品、模型评测/测试(model hardness)以及研究全部整合在同一个部门、同一个屋檐下,这确实给了我们很大的灵活性去推进构建工作。
我认为在过去大约 6 个月里从事这项工作中,我获得的最大感悟是:在企业级领域,你必须直面所处行业的现实,并围绕这一现实去构建。我认为这一点很容易被忽视。如果你仅仅从第一性原理出发去思考,你可能会得出一个看似合理的结论,而且你能用逻辑和推理来捍卫它。但如果你忽略了开始构建时所处世界的现状,忽略了行业内起作用的力量——无论是竞争力量,还是人们各自的目标——如果你不去思考这些,你就无法打造出正确的产品,对吧?
我们在 ChatGPT 金融服务版中看到了这一点,并且深入思考了这个问题。我给你举一个例子:数据。数据是我们思考如何构建产品的一个非常巨大的组成部分。数据属于从第一性原理来看有些难以捍卫的事情之一,因为当我说起要在这个产品上推进这项工作时,你说:“嘿,我想把季度财报电话会议纪要引入产品并进行捆绑。”人们会说的第一句话通常是:“看,应用商店里已经有 MCP 连接了。你把它捆绑进去能提供什么增量价值?在纸面上这看起来很糟糕。客户可能已经拥有相关许可了,所以他们可能会觉得自己在重复付费;而且他们可能已经有 MCP 了。那你为什么还要做这个?”
而现实情况是,我们实际去测试了所有这些 MCP。我们发现错误率非常非常高。我们连接的一些知名大型服务的 MCP,错误率甚至超过了 40%,对吧?所以 MCP 这种东西在纸面上看起来很好,但你必须看数据,看看实际发生了什么。所以在数据方面我们认为:“看,这太糟糕了。我们在规模化层面解决这个问题的唯一途径就是将数据引入内部,端到端地控制这种体验。”为了捆绑这些数据而额外支付的费用是完全值得的,对吧?因此这是我们必须做出的一个高度针对特定行业的产品决策。这一决策在客户中引起了共鸣。客户非常喜欢,他们提到的第一件事就是数据。所以,这起到了作用。
英文原文
>> Yeah, it's a good question. I would saylike, yeah, I could talk a little bit
about how we went about building ChatGPT
for financial services. It's it was very
unique. We we haven't built a whole lot
of first-party products. I would say
like Codex was really like our biggest
and main one and
it was the first time we developed a
product where the product, the model
hardness and the the research was all
kind of under one house and under one
roof and it really gives us a lot of
flexibility to
go about building things. I think the
biggest takeaway that I have from having
worked on this for the last 6 months or
so
is in enterprise, it's, you know, you
have to deal with the reality of the
industry that you're in and go build
around that. And I think that piece is
it's easy to ignore. Like if you just
think about it from first principles,
you can come to a conclusion that makes
sense and you talk about it and you can
defend it with, you know, with logic and
reason. But if you ignore the state of
the world that you 're in when you start
building and the forces that are at play
within the industry to try, you know,
it's either competitive forces, people
have their own objectives. And if you
just don't think about that, you're not
going to build the right product, right?
And so, we saw that with, um, ChatGPT
for financial services. We thought about
that a lot. I'll give you one example.
Um, data. Data is like a huge part of
how we thought about, um, building the
product. And, you know, and and data was
one of those things where on first
principles it was a little bit tough
when I was talking about build working
on this product to defend because, you
know, you say, "Hey, like I want to go
and bring quarter earnings transcripts
into the product and bundle it." And the
first question that the first thing
people are going to say are is, "Look,
there's an MCP connection in the store.
Like what is what is the incremental
value that you're providing by at
bundling that in? On paper it looks bad.
It's like you can they might already
have a license for it, so they might
feel like they're paying twice for it.
Um and they might have an MCP. And so
like why are you building this? And the
reality is we went and we tested all
these MCPs. And what we found was the
error rates were were really really
high. Some some of the MCPs that we
connected some big names 40% plus error
rate on their MCPs, right? And so um
MCPs is one of those things where it it
looks way on paper, but you have to go
see look at the data and see what's
actually going on. And so for data we're
like, "Hey look, this is really bad. The
only way we can go about fixing this at
scale is to bring the data in house,
like just control that experience end to
end." And the extra money that you pay
on top to bundle that data is worth it,
right? And so that was a product
decision that we had to make that was
very industry specific. Um and it's been
resonating with customers. Customers
love it. They you know, the number one
thing they call out is the data. And so
um it worked.
插件架构与构建特定领域产品的最佳实践
你们在这方面取得了很大的成功。请从技术层面为那些针对特定业务构建适配框架的人讲讲吧。你们对 Codex 进行了调整,做了后训练,做了打造 ChatGPT 金融服务版所需的各种工作。如果有人想在法务、销售等其他领域做同样的事情,最佳实践是什么?你们学到了什么?直接采用现成模型并在其周围真正构建出某种产品,都需要投入什么?
英文原文
>> So, you had good success in this. Tellus about the technical side of things
for people building a harness adaptation
for a specific service, right? So, you
guys went out, you changed Codex, you
did post training, you did whatever you
did to make ChatGPT for financial
services. If someone was to do the to do
the same for another domain, say legal,
sales, whatever, uh what are the best
practices there? What did you learn?
What goes into just taking off the shelf
and actually, you know, making a certain
product around it?
是的,我很喜欢这个问题。
我也试着在演讲中提到过这一点,有趣的是,谈论后训练方面的事情很有意思,因为这是我们所做的独特工作,也让人们感到兴奋;但我们所构建的内容中,有 95% 是初创公司或其他公司绝对也能做到的。我们其实并没有借助我们直接修改模型的能力去打造出出色的产品,对吧?因此我认为提到这一点非常好。
我想说的大致有两点。第一,我们构建的大部分产品是建立在 Codex——或者我现在应该说是 ChatGPT——的插件架构和插件原语(primitives)之上的。这是我们投入了大量时间和精力的领域。OpenAI 是一家很有意思的公司,如果初创公司要在 OpenAI 之上进行构建,他们在内部面临的问题,我们内部同样也会面对。因此在很大程度上,我的团队就像是一家在 OpenAI 技术之上构建产品的初创公司,对吧?所以即使在内部,我们也需要为像我这样的团队找到可扩展的方式,站在巨人的肩膀上,在 Codex 之上进行构建。Codex 非常出色,它拥有极佳的记忆力,具备良好的技能,具有持久性。Codex 有很多非常精彩的地方,但我团队的核心论点是:Codex 可以带你走完打造一款在市场上取得成功的产品所需的大约 80% 的路程,但还缺少 20%。因此,我们需要找到某种方法让我的团队去构建这 20% 以真正赢得市场,因为该论点的另一半在于:如果你仅仅直接拿 Codex 当作金融产品发布,它是会失败的。因此那 20% 实际上至关重要。
所以我想说的是,我们基于插件架构进行了构建。它使用的正是任何想在 ChatGPT 之上构建的开发者都可以使用的原语。我在演讲中说过一句话:我真的认为,基于 ChatGPT 插件将会诞生价值十亿美元的业务。你将能够利用所有这些通用横向功能,只需在上面添加你自己的“独门秘方”(secret sauce)。这种独门秘方可能是数据,可能是 UI 的改进,也可能是某种系统集成;但这套独门秘方非常有价值,我认为在那里可以创造出价值十亿美元的成果。
英文原文
>> Yeah, it's a yeah, I like the question alot. Um
it it you know, I tried to allude to
this in my keynote as well, but the like
interesting thing is, you know, it's fun
to talk about the post training stuff
because it's unique to what we do and uh
gets people excited, but 95%
of what we built was something that
absolutely a startup could do, uh
another company could do. And we didn't
really have to go leverage our ability
to go make changes in the model to go
about building fantastic product, right?
And so I think it's a great call to kind
of mention that piece. Um what I would
say is like uh twofold. One is most of
the product that we built was built on
top of the Codex um
or I should say ChatGPT now, um, plugin
architecture and plug and primitives.
And that is something that we've been
investing a lot of time and energy in.
Um, you know, OpenAI is like an
interesting company where, you know, we
have we kind of face the same problems
internally that a startup would face,
uh, if they were to build on top of
OpenAI. So, in very in a lot of ways
like my team is kind of like a startup
that's building on top of OpenAI
technology, right? And so, um, even
internally, we need to find scalable
ways for teams like myself to stand on
the shoulders of giants and build on top
of Codex, right? The Codex is fantastic.
Um, it's got great memory. It's got good
skills. Like there's a you know, it's
persistent. Um, there's a lot of things
that are wonderful about Codex, but the
thesis of my team was Codex was Codex
will get you about 80% of the way to a
product that would be successful in the
market, but, you know, um, the 20% is
missing. And so, we need to find some
way for my team to go build that 20% to
actually go win cuz the other half of
the thesis was if you just took Codex
and launched it as a finance product,
um, it would fail. And so, that 20% is
actually pivotal. And so, what I would
say is we we went and we built on top of
the plugin architecture. It's using the
same primitives that are available to
any of the builders that want to go
build on top of, um, ChatGPT. And I you
know, I had a line in my, um,
presentation, but I I really do think
that there's going to be a
billion-dollar business built on top of
a uh ChatGPT plugin, right? Like it's
like you're going to be able to leverage
all of that horizontal functionality and
just add your secret sauce on top. And
that secret sauce might be data, it
might be UI changes, um, it could be an
integration, but, you know, that secret
sauce is really valuable and I think
there's there's a billion dollars worth
of value to be built there.
金融场景下的安全体系:人机协同与组织化质检
是的,对这个行业来说现在是一个有趣的时期,因为我们所处的时间点上,编排(orchestration)正变得越来越自动化,智能体团队能够自主开展工作。但在金融领域,显然伴随着很多风险。你能谈谈融入产品中的安全机制吗?
英文原文
>> So, uh, yes, it's an interesting timefor the industry cuz we're at a a time
now where orchestration is uh
is becoming a lot more automated, you
know, teams of agents going out and
doing things. But for finance,
obviously, there are a lot of risks uh
involved in that. So, can you talk a bit
about about the safety sort of uh that
you've baked into the product?
是的,安全极其重要。而且它只会变得越来越重要,因为智能体已经变得越来越自主、越来越独立,我们预计这种趋势将在 2027 年和 2028 年持续下去。
对于我们上个月构建并发布的产品而言,在安全、审慎审计工作以及确保模型不会犯下影响业务成果的错误方面,已经存在大量现成的范式,我们能够大量借鉴这些范式。我们推出的现有产品是面向该领域知识工作者的生产力工具。因此,其背后的理念是深度假设始终有“人类在回路中”(human in the loop)。
其逻辑在于:你是一名金融分析师,当天有一长串待办事项。就像软件工程师使用 Codex 一样,对于其中的每一项任务,你首先做的是尝试用 ChatGPT 来完成。根据具体任务的不同,它可能会帮你完成 30%,也可能帮你完成 80%,但始终存在人类在回路中进行主导监管的假设。这使得我们非常容易构建出一款产品,将审计和审查的责任交给人类,纳入人们的职责范围。这为我们提供了很好的效果,而且很容易沟通传达。这非常好。
不过我想说,我们正在深入思考接下来的演进方向。而下一步的发展形态与需要人类始终监控的生产力工具大不相同。在思考未来的方向时,我们主要考虑两件事:
第一,我们如何将产品的安全配置文件塑造为人们能够直观理解的形式。人们能够极其直观理解的一件事就是如何与他人协作。因此我们的论点是,如果我们将产品做得与你跟同事、实习生及周围人协作的方式非常相似,那么人们就能非常快速、轻松地掌握并适应。因此,我们需要将产品的安全配置塑造得像人一样。这里有几点我想指出:首先是“读写权限”的概念,即使对人也是如此。比如你作为一名新入职的软件工程师进入一家公司,我以前在谷歌,往往需要通过一种叫“代码可读性认证”(readability)的机制。在你可以开始调整触碰系统之前,会有这套制衡机制和系统存在。因此,监控人类工作的系统早已就位。如果模型的行为更像人类,你就可以借助这些现成体系。这使得与这些金融机构沟通和推进合作变得非常容易。这是我们接下来正在大力投入的方向。
最后我想说的是,至少在我们起步的银行业背景下,初级分析师负责大量基础工作,其成果会移交给关联协理人员(associates),由协理人员进行审查;然后协理人员加入自己的核心价值、独门逻辑和推理判断,再移交给副总裁(VP);副总裁再上报给董事(director)、董事总经理(MD)。因此存在这样一套层级系统,其中暗含着层层核查机制。这套系统早已建立,专门用来防止人类犯错;毕竟人类犯的错误跟模型一样多。相关的系统早已存在。因此,在构建金融产品方面,我们也在大力借鉴这些现存的系统架构。
英文原文
>> Yeah, um, safety is super, superimportant. Um,
I would say that like and it's only
going to get more important uh because
the you know, the agents are already
getting more autonomous and more
independent. And I think that trend we
expect it to continue into '27 and into
'28. Um I would say if uh
for the for the product that we built
and launched last month, um we there was
a bunch of paradigms that already
existed um as it pertains to safety um
and you know, being thoughtful around
auditing the work, making sure that the
model's not making a mistake that's
going to impact business outcomes. And
we were able to lean heavily into those.
And and what I would say is the existing
product that we launched is a
productivity tool for knowledge workers
working in this space. And so the idea
behind it is there's a a deep assumption
that there's always a human in the loop,
right? Like So the idea there is, you
know,
you're a financial analyst and you have
a a laundry list of things you want to
get done that day. And and just like how
a software engineer would do with Codex,
for every one of those items, the first
thing you do is try to build it with
ChatGPT, right? And it might get you 30%
of the way there, it might get you 80%
of the way there depending on the task,
but there's always this presumption of
humans in the loop uh that are presiding
with that work. And um that made it very
easy for us to to build a product where
we could kind of pass off the
responsibility of auditing review uh
into the people's hands and into
people's responsibilities. And that
worked for us well and it was easy to
communicate. Um so that was wonderful. I
will say we're thinking very deeply
about what comes next. And and what
comes next looks different uh than than
a productivity tool um that sits and and
is always being monitored by a human.
And I think as we think about what comes
next, there's kind of two things we're
thinking about. One is
how do we kind of shape the security
safety profile of the product into
something that people understand
intuitively. And
some I would say something that people
understand very intuitively is how to
work with other people. Um and so our
thesis is if we make the product very
similar to how you work with your your
co-workers, your interns, people around
you, that is something that people can
pick up and learn very quickly, very
easily. And we And therefore we need to
shape the security profile of that to
look like a person. And so there's a few
things I'll call out there. One is
there's this notion of read-write, uh uh
you know, even for people. Like, uh
you're a new software engineer at a
company, you oftentimes, you know, I was
at Google, you need you need something
called readability. And so, there's
these kind of like checks and balances
and systems in place before you can
start mucking around touching the
system. And so, there's already systems
in place to monitor the work of people.
So, if if models behave more like
people, then you can leverage those
systems. And that makes it very easy to
kind of talk about and work through this
um with these financial institutions.
So, that's something we're leading into
pretty heavily coming up. And the very
last thing I would say is, at least in
the context of banking, which is where
we kind of started, um there's already
this system in place for junior analysts
doing a lot of the groundwork. Uh their
work gets passed off to associates.
Associates are reviewing the work. Um
then the associates are kind of adding
their secret sauce, their magic, their
reasoning. That gets passed off to the
VP. VP goes up to the director, managing
director. So, there's this kind of like
a hierarchical system where there's this
implicit work checking that's happening.
That's already been built out to stop uh
to try to prevent against uh mistakes
that humans make, right? Like humans
make just as many mistakes as models.
And so, there's systems that are built
there. And so, we're also leaning
heavily in terms of those systems as it
as it pertains to building financial
products.
明白。
英文原文
>> Okay.事实性错误与品味判断:模型能力的突破与短板
金融界似乎有一种误解,认为一个错误就会不断放大,如果你提交了错误的内容,你的整个职业生涯都可能面临风险。人们应该如何看待开始使用它?如果是一名分析师,该如何使用这些工具?你对于我们当前所处的阶段有什么类比吗?例如自动驾驶有不同的自治级别。我记得你的一张幻灯片上写着到 2027 年你认为将不再有 PowerPoint,很多人都会在工作回路中使用 AI 工具。
英文原文
>> I say there's this like sort ofmisconception where in the finance
world, one mistake really compounds.
Like your your whole career is at risk
if you submit something wrong. How
should people think about getting
started in using it? So, if you're an
analyst, um how should you use these
tools? And do you have like any
analogies towards where we're at right
now? So, there's like levels of
self-autonomy in self-driving. One of
your slides I think said like 2027 you
see no more PowerPoint. A lot of people
will be using AI tools in the loop.
是的。
英文原文
>> Yes.那么,人们应该如何看待我们现在所处的位置以及未来的发展方向?如果他们抱有“只要犯一个错,我的职业生涯就完了”这种误解,他们该如何采用这些工具?
英文原文
>> So, how should people think about wherewe are now and where things are going
and how should they adopt these tools if
they have that misconception of like one
mistake, my career's over.
是的。
英文原文
>> Yes.显然现在有人类在回路中,但随着他们需要卸载越来越多的任务,他们未来该如何看待这件事?
英文原文
>> Obviously, there's human in the loop,but how should they also think about it
going forward as
they need to offload more and more or
好的,太好了。对此我有两个视角,它们始于不同的假设。
我认为“犯一个错误职业生涯就完了”这种观念本身是不准确的,我顺着这一思路有相应的考量。但我们先假设它是真的,对吧?在假设其为真的情况下,我想说的是:并非所有错误都是等同的,也并非所有模型能力都是等同的。当你思考模型或人类可能犯下哪些终结职业生涯的错误时,通常是在达到某个级别之后才会发生。比如如果你是副总裁,风险就比初级分析师要高,因为有在此之前工作已被核查的前置假设。因此如果董事总经理(MD)看到了错误,那是一个巨大的问题,意味着许多安全网都失效了,错误才会传递到 MD 面前,对吧?
但我想说的是,断送职业生涯的错误通常是指你在某项事实上完全弄错了,而该事实信息改变了结论。这显然是你可能犯的最大一类错误。而我想说的是,我们正在看到模型在细节关注度方面取得巨大进步。“幻觉”在 2022 年、2023 年曾是一个经常被提及的重要词汇,如今已经很少被提起了。我们在模型处理事实性错误的可靠性方面开始看到巨大的改进。因此,对于那种会导致你被解雇的恶劣错误,模型正变得越来越擅长规避,并且还会继续大幅提升。所以我其实非常有信心,持续的改进加上现有的系统核查机制,将使得这类错误传递到 MD 面向的概率变得极低,对吧?
而在我看来,模型目前所缺乏且仍需改进的,其实并不是这种断送职业生涯的错误,而是涉及人类判断力和品味(taste)的部分。比如“这张幻灯片看起来很丑”,对吧?它本身没有错,但排版、配色看起来有些失调,某些地方看起来很粗糙,因此这不是一张好幻灯片。这并不属于事实错误那种断送职业生涯的错误,但它仍然很重要,关系到这项工作的实用程度。因此,当我们思考走向 2027 年的发展进程时,我认为模型在人类品味这一维度上会有极大改善。这也是我在演讲中提到的:我认为模型在更偏软性目标函数的人类品味上会变得好得多。这不再是“它对还是错?”,而是比较性质的——“是否存在比这更好的方案?”我认为模型未来在这方面会有很大进步。
英文原文
>> Yeah. No, that's that's wonderful. Um II have two perspectives on this. And
they come they start with different
assumptions. Um I think
I I think the notion that like my
career's over if you make one mistake is
an incorrect notion. And I have a line
of thought that like follows that. But
let me let's the first assume that it's
true, right? And and in the case that
it's true, what I would say is like not
all mistakes are created equally and not
all model capabilities are created
equally. And so when you think about the
mistake that a model or a human could
make that could be career ending,
you know, it's it's usually once you get
up to a certain level. Like if you're a
you know, VP the stakes are higher than
when you're a junior analyst because
there is a presumption of work having
been checked up to that point. So if an
MD MD sees a mistake, that's a huge
problem. A lot of the safety nets have
been, you know, have failed for that
mistake to make it up to an MD, right?
Um but what I would say is like, you
know, the career ending mistake is
something where you get a piece of
information factually incorrect. And
that piece of factual information
changes the conclusion. Like that is
obviously like the kind of the biggest
type of mistake that you can make. And
what I would say is we're seeing a lot
of progress in in
attention to detail. And you know, the
hallucination used to be a big term that
used to come up in 2022, 2023 that
doesn't come up nearly as often
nowadays. I would say that like we're
starting to see huge improvements in the
liability of models as it pertains to
factual mistakes. So the the kind of
egregious mistake that would get you
fired, models are getting much better at
and continue to get much better. And so
I feel actually quite confident that a
combination of that continual
improvement plus the existing system
checks in place are will make it such
that, you know, that type of mistake,
the chance of that propagating up to an
MD is just very low probability, right?
What I would say
the models are lacking today and they
still need to improve is actually not
the career ending mistake,
but it's the
it's the bit that involves human
judgment and taste. So it's the this
slide looks ugly, right? And it's it's
not wrong, but it's formatted like the
colors look a little bit off. Something
about it looks sloppy and therefore, you
know, this is not a good slide. And and
that's that's not a career ending
mistake in the way that in in like a
factual mistake is,
but it It matters. It still matters in
terms of how useful that work is. And
so, as we think about the progression in
going into 2027, what I would say is I
expect the model to get much better at
the human taste component. And that's
what I was kind of alluding to in my
keynote is I think the model will get
much better at human taste on things
that are softer objective functions.
It's not is it right or wrong? It's
comparative. It Is there something
that's better than this? And I think
models are going to get much better
along that dimension moving forward.
如何训练“品味”:奖励模型与编程领域的成功先例
怎么做呢?我们如何解决品味问题?如何将品味训练到模型中?
英文原文
>> How so? How do we solve taste? How do wetrain taste into the models? Um
是的,挺有意思的。在非常早期的阶段,我们训练模型基本上完全依赖品味,对吧?也就是基于人类反馈的强化学习(RLHF)。人类反馈始终是一种成对(pairwise)的信号:给定两个选项,哪一个更好?因此,强化学习的早期阶段就是建立在对人类品味进行训练的理念之上的。后来显然出现了可验证奖励(verifiable rewards)、环境等机制,我们构建了大量机制来进行其他类型的奖励和其他类型的强化学习。于是人们在某种程度上忘记了强化学习的早期阶段全都是围绕人类品味展开的。
那么,如何针对人类品味进行训练呢?我认为技术层面的答案其实非常简单,当然实际操作层面的答案会更复杂一些。实际的解决方式就是训练一个奖励模型(reward model),对吧?你只需训练一个奖励模型。让一群人类查看成对的生成内容,并指出哪一个更好。这种方法至今依然有效。
比如一个有趣的事实:我们对幻灯片就是这么做的,对吧?如何让这些模型更擅长生成演示文稿呢?我们就找一群人对比两张幻灯片,指出哪一张看起来更好。人类实际上在审美判断方面极其出色,对吧?我们发现人类在这方面其实比模型好得多。一个人可以在几秒钟内看完两张幻灯片并判断出哪张更好看;而如果你让一个模型——比如评分模型——去做这件事,它会消耗大量的推理 token 去分析这个像素怎样、那个细节如何,最终得出的还可能是错误结论。因此,人类在让这些模型变得更好方面依然极其有价值。我们会大量依赖人类偏好来赋予模型诸如品味之类的特质。这是第一点。
最后我想补充的是,这方面是有先例的,这让我们确信这一策略行得通。这个先例就是编程代码。
代码模型虽然还没有被完全解决,但可以说我们已经完成了 80% 的路程,并正在攻克最后 20%。编程正是可验证奖励与人类品味的结合,对吧?可验证奖励是诸如:代码是否能编译?是否存在语法错误?函数的输出是否符合预期?因此这里有到位的可验证奖励;但优秀的软件工程有很大一部分关乎:这是否是干净的系统设计?你构建的系统长期来看是否易于维护?是否易于进行单元测试?它是否遵循了绝大多数社区或行业认为是正确的范式?
如果从这个视角来看,很多金融工作看起来非常相似:我有一个 Excel 模型,求和对不对?有没有引用错误(#REF!)?有大量的可验证事项可以让我们检查,以确保工作通过了第一关的合理性检查;但同样有大量问题关乎“这是否是我构建此模型的方式?”我在进入金融领域工作后学到的一点是,存在所谓“模型的质感”(the feel of the model)的概念:微调扰动输入参数,然后观察输出结果。一名经验丰富的金融专业人士可以通过微调输入、观察输出,从而直观理解数据流经这个模型的方式感觉是否良好,对吧?这是一种人类偏好,非常类似于“这段代码看起来是否整洁?写得好不好?”我认为我们在编程领域的成功,让我对我们能够在金融领域解决许多此类问题充满信心。
英文原文
>> Yeah. I So,it's funny. Like very early on in the
like early early chess days, the only
thing we trained models on were
essentially taste, right? Like the there
was reinforcement learning through human
feedback. And the human feedback was
always a pairwise signal. It was like
given two options, which one's better?
And so, the early days of reinforcement
learning were built on the notion of
training on human taste. Uh and then
obviously things like verifiable rewards
and environments and all you know, we
built a lot of machinery to do other
types of rewards and other types of RL.
And so, people kind of forgot that a lot
the early days of of RL reinforcement
learning were all around human taste.
And so, how do you train on human taste?
It's I think the technical answer is
quite simple. I think the like practical
answer obviously is more complicated. Um
the practical answer is you just train a
reward model, right? You just train a
reward model. You get a bunch of humans
to look at pairs of things and say which
one is better. And this still works. Um
so, like um fun fact, like we did this
for our slides, right? Like I mean, how
do you how do you go about making these
models better at generating
presentations? Well, we just get a bunch
of humans to look at pairs of slides and
say which one looks better. And humans
are actually really, really good at
aesthetic um judgment, right? Actually
much better than models is something
that we discovered. Is like a human can
look at two slides and within seconds
say this one looks better. And if you
have a model, like a grading grading
model, try to go about doing that, um
it's going to spend a whole bunch of
reasoning tokens this pixels this way,
this thing's that, uh and then maybe
comes to the wrong conclusion. And so,
humans are still really, really valuable
in making these models better. And so,
we will we will rely a lot on uh human
preference um to imbue things like
taste. So, that's one. Um, the last
thing I'll kind of add is there's
precedent for this, which makes us
confident that this strategy will work.
And that precedent I would say is
coding.
Um, the models have gotten I would say
coding is not fully solved, but like
let's say we're 80% of the way there and
we're making progress on the on the last
20%. Um, coding is a combination of
verifiable rewards and human taste,
right? And so, the verifiable rewards
are, you know, does the does the code
compile? Are there syntax errors? Um, is
the output of the function expected? Um,
and so there's these verifiable power
rewards that are in place, but a lot of
good software engineering is um, is this
clean system design? Did you build a
system that's maintainable over time?
Um, is it easy to unit test? Is it
following paradigms that the vast
majority of the community or the um,
industry thinks is the right paradigm?
And if you look at it from that lens,
um, financial uh, a lot of financial
work looks very similar. It's the, you
know, I have an Excel model, does it sum
up? Are there reference errors? There's
a whole bunch of verifiable things that
we can check to make sure that the work
is passing this the, you know, first
pass sanity check, but there's also a
lot of is this the way I would have
built this model? Um, something I
learned about as I started working in
finance is there's this notion of like
the feel of the model, which is, you
know, you you kind of perturb the inputs
and you look at the outputs. And an
experienced financial professional can
kind of perturb the inputs, look at the
outputs and kind of understand does the
data flow through this model in a way
that feels good, right? And that is a
human preference that looks a lot like
does this code look clean? Is it well
written? And I think our success in
coding gives me confidence that we can
solve a lot of these problems in finance
as well.
是的,我们可以顺便提一下 Cognition 的 Frontier Code。它不仅像 SWE-bench 那样注重“答案是否正确”,还关注“你是否愿意合并这段代码”。所以你可能会有多个都能通过测试的合规 PR,但你会合并哪一个?这也是为什么有时你会看到推理 token 较少反而表现更好的图表,但它其实也是一个品味基准(taste benchmark),对吧?
英文原文
>> Yeah, we can shout out a frontier codefrom cognition. So, it's not only like
sweet bench is very um, you know, is the
answer correct? This is also would you
merge the code? So, you can have
multiple answers that are proper PRs
that pass, but which one would you
merge? And that's why you sometimes see
the charts of lower reasoning is better,
but it's a taste benchmark as well,
right?
从基础任务迈向投资逻辑与高阶推理
是的。你的另一个关于 2027 年的预测我觉得很有意思:你正在训练的模型在投资逻辑(investment thesis)以及产生投资和交易构想方面将变得更加出色。
但显然,经验丰富的金融专业人士非常擅长这一点,他们对此类事情有一种直觉;但这通常与市场上的主流观点相反,否则获得超额回报的机会就会变小。那么在训练智能体从事此类工作方面,你们是如何应对这个难题的?
英文原文
>> Yeah. And uh, one of your other 2027predictions I thought was interesting
was that uh, you know, the models that
you're training will become much better
at, you know, investment thesis and sort
sort generating ideas for investment and
trading.
Um but obviously, you know, uh that's
something that humans are uh well
experienced kind of financial
professionals are very good at and they
kind of have an intuition for that kind
of thing, but it's often counter to the
prevailing wisdom out there. Otherwise,
you know, uh there's less of a chance of
it making a a great return. So, how how
are you tackling that problem in terms
of training the agents to do that kind
of work?
是的。
我想说,到目前为止,绝大多数 AI 在金融领域的应用都非常集中在我所谓的初级分析师的工作上。
我认为这是出于两个原因:第一,你必须根据当今模型的能力来构建产品。如果看当今模型的能力,它们非常擅长接收关于具体要做什么的指令并去执行,对吧?比如“给我做一张幻灯片,我想让它长成这样,做漂亮点,使用我们的模板”等等。模型非常擅长做这些事情,因此我们围绕这些构建了产品体验。
另一件我想指出的是,人们强烈倾向于让模型去做好人类不擅长或不喜欢做的事情,对吧?我交流过的大多数人——当然也有例外——很多我交流过的人……大家交流过的人,哈哈,他们真的很不喜欢做 Excel 模型。这是一种枯燥繁琐的工作,极其注重细节,很容易出错。幻灯片也是如此:你需要复制 logo,极其精准地放置在页面的特定位置。这是很多人不喜欢做的极其繁杂的工作。因此,这也是推动我们去专注于其中某些任务的动力之一,对吧?这是这两者的结合:现有的模型能力非常擅长某些特定类型的任务,同时人类对喜欢做什么和不喜欢做什么的偏好也在帮助推动产品的方向,对吧?正是这两者的结合。
我认为我们已经解决了这两者中许多“唾手可得的果实”。因此进入 2027 年,我们将开始向业务栈的更高层推进,对吧?我们将从初级分析师能做的事情,推进到协理人员能做的一些任务,再到董事总经理会做的一些任务,沿着这个链条向上移动。随着你沿着链条往上走,目标函数会变得更加模糊。它不再是“这显然是一张好幻灯片还是坏幻灯片,或者我们能否将它呈现在客户面前”,而是“我不知道这个投资构想是否良好”。而且可能需要等待 3 年的时间,才能根据市场的实际走势给你一个明确具体的答案。因此目标变得更加模糊了。所以你训练模型的方法,以及你思考如何让模型变得更好的方式,从研究的角度来看都会变得更加困难。
但我想说的是,这并非不可能。它需要大量的研究专注度,需要极其优质的数据,需要来自该领域专家的丰富反馈。我们非常希望能获得前 0.1%(P99.9)水平的专业反馈,以使模型达到像人类一样出色。但我认为这并非不可逾越的难题。它需要基础模型的持续扩展,以及专注度——来自认为这是一个重要且值得解决的问题的研究实验室的专注。而我在团队中所做的事情之一,就是让这成为 OpenAI 的重点领域和优先事项。我认为由于这两者的结合,我有信心我们在 2027 年会取得巨大进展。
英文原文
>> Yeah. UmI would say that like up until date, the
vast majority of applications of AI in
finance have been really focused on I
would say like the junior analyst's
work. Um
and I think that's I think that's for
two reasons. One is
you have to build the product based on
the like capabilities of the model of
today. And so, if you look at the
capabilities of the model today, they're
really quite good at taking pretty
concrete instructions of what to do
and kind of executing, right? So, build
me a slide, I want it to look this way,
you know, make it look good, use our
template, these types of things. The
model's quite capable of doing those
things and so therefore, we've built
product experiences around that. Um and
the other thing I'll call out is um
there is a strong preference to make the
model good at things that humans are not
good at or don't like to do, right? And
so, uh human you know, most humans I
talked to there's obviously exceptions,
but a lot of the humans I talked to like
um
humans I talked to people I talked to.
Um [laughter]
uh you know, they really don't like
building Excel models. It's a tedious
kind of work and it's very detail
oriented, it's easy to get wrong. And
similarly with slides. Um you know,
you're you're copying logos, you're
placing them very precisely on a
specific part of the page. That's very
tedious work that a lot of people don't
like to do. And so, that's been part of
the impetus for us to go and focus on
some of these tasks, right? It's a
combination of two of those things.
There's the like existing model
capability is pretty good at uh certain
types of task and also human preferences
of what they like to do and not like to
do helps drive the direction of the
product as well, right? It's a
combination of those two things. Um
I think that like we've solved a lot of
the low-hanging fruit of those two
things. And so, going into 2027, we're
going to start to move up the stack,
right? We're going to go from the task
that a junior analyst can do to some of
the tasks that an associate can do to
some of the tasks that an MD would do
and move up that chain. And as you move
up the chain, what I would say is the
objectives become much fuzzier. It goes
from this is clearly a good or bad
slide, or something that we'd put in
front of a client or not, to well, I
don't know if this investment idea is
good. And it's And it would take me, you
know, 3 years of waiting to really be
able to give you a a clear concrete
answer of like what the market has done.
And so the objectives start to become
fuzzier. And so the the way you go about
training the model, and the way you
think about how to make the model
better, those things becomes more
difficult. It becomes more difficult
from a research perspective. And so um
but it's not impossible, is what I would
say. And so what it takes is a lot of
research focus. It takes a lot of
wonderful data. It takes a lot of
feedback from experts in the field. We
really want to get the the, you know,
the P99.9 type of feedback uh to make
the model, you know, as good as humans.
But I don't think it's an insurmountable
problem. And I And And what it takes is
continued scaling of the base model, and
focus. Focus from the research labs who
think that this is an important problem
to go solve. And one of the things that
I'm doing at uh on my team is making
this a area of focus and priority for
OpenAI. And And I think because of the
combination of those two things, I feel
confident we'll make a lot of strides in
金融评估基准的痛点与重塑
你对现有的金融评估基准有什么看法吗?我认为我们目前仍处于“数字上是否准确”的阶段。你如何看待构建自己的评测标准并加入品味维度?我认为这也是对从事该领域的人员构建自身评估基准的一个公开倡议。紧接着的一个问题是,你提到为当下的模型构建系统,但你也对未来做出了很多预测。你在今天为人们构建的金融服务中如何设置安全防护栏、限制和校验,以便他们确信系统不会失控?
英文原文
>> Do you have any comments on any of thecurrent financial benchmarks? So, I
think we're still in the state of, you
know, uh does this check out
numbers-wise? Uh how do you think about
making your own, adding in taste? Um I
think this is also an open call for
people working in this space to work on
their own benchmarks. And a sort of
follow along to that is, you said build
for build systems for models today, but
you also give a lot of predictions for
the future. Um how do you put
guardrails, limitations, um
checks on financial services that you
build for people today, just so they're
confident in, you know, this is not like
going out off the rails?
是的,有道理。我们来谈谈评估(evals)。评估确实是我非常关注的事情,我花了很多时间在评估上。
我想和大家分享的一个先验认知是:构建一个优秀的评估基准极其困难。对于以前没有做过评估的人来说,这一点并不显而易见。要构建一个真正能与你实际想要衡量的技能或能力高度相关的评估基准,是非常困难的。因为你整合出来的任何内容,都只是该能力的某种代理指标(proxy),对吧?而且它往往只是一个维度。这是其一。
其二,想要把标准答案(answer key)或者批改方式弄正确,是非常繁琐的。如果你批改答案的方式不正确,这个评估基准就非常容易被刷榜攻破(hack),也非常容易发生奖励欺骗(reward hack)。因此,你可能在评估基准上获得了非常高的分数,但在你真正想要衡量的底层技能或目标上表现却极其糟糕,对吧?
所以我分享的先验认知是:评估真的很难,不仅在金融领域如此,在所有领域都是如此。我认为目前还没有一个真正适用于金融工作的优秀评估基准。以前存在一系列先前的工作。我提一下我们之前做过的一些工作,比如 GDP 评估(GDP eval),那是在知识工作领域更广泛的评估。如果大家看 Astra 的发布公告,我们其实没有谈及 GDP 评估。我们知道那个评估基准已经完全饱和了,而未饱和的部分基本上已经失效了,对吧?所以我们实际上不再对其进行报告,也不再追踪它。
因此,对于 GPT-6 Astra 来说,棘手的事情之一在于:我们没有过多谈论金融评估。我们内部有一些评估指标,但当时没有谈太多,也没有对外分享;它们很快就会公布。但当时没有一个很好的方式让我们在这些评估基准上展示在金融任务上的进展。
这里面有一些很有意思的现象:我认为在评估中存在一种偏差,即如果数字看起来很好,研究人员就会默认模型变好了,而不会去深究调查;但如果模型能力大幅提升,而评估数据看起来很差,或者没有达到预期的增长幅度,研究人员才会去调查,对吧?所以在这些评估基准的调查中存在着这样一种内置偏差。
类似的事情在 GPT-6 上就发生过:我们在金融评估集上运行了 GPT-6,但数字并没有太大变化。我们心想:“咦,这是怎么回事?让我们来看看这个评估。”我们深入研究了这些不同的评估基准,发现很多地方都是损坏失效的。基本上我们发现我们已经把评估刷饱和了,而做错的题目要么是由于标准答案错误,要么是提示词说明不清,要么就是评估本身的其他缺陷导致的。
说了这么多,我想表达的是:我的团队目前正在做的事情之一,就是尝试构建一个更好的评估基准,它能够真正预测实现该特定职业工作自动化的能力。理念就是,我们将会推出类似于投资银行评估(investment banking eval)的标准,如果在这个评估中表现优异,就意味着你大概率能够自动化投资银行初级分析师的大量工作。
英文原文
>> Yeah, makes sense. Um let's Yeah, let'stalk a little bit about evals. Uh evals
is, yeah, something near and dear to my
heart. I spend a lot of time working on
evals. I would say that um
the like um the prior that I would share
with people is building a good eval is
incredibly hard. Peop- Pe- you know,
that's not obvious to people who haven't
worked on an eval before. Um to build an
eval that actually like correlates with
the thing that you're actually trying to
measure, like the skill that you're
trying to measure, capability you're
trying to measure, very difficult. Um
because whatever you put together is
just a proxy for whatever that thing is,
right? And it's just one dimension. So,
that's one. Two is it's very tedious to
get the answer key or the way that you
grade this correctly. And if you don't
get the way that you get you grade the
answers correctly, it's a eval that's
very easy to hack and very easy to
reward hack. And therefore, you know,
you could score very highly on the eval,
um but actually do really poor on the on
the actual underlying skill or objective
that you're trying to measure, right?
And so, the the the like prior that I
will share is evals are really hard, um
not just in financial work, but just
across the board. And um what I would
say is uh we don't think that there's a
really good eval today, um for financial
um work. Um there's a bunch of existing
prior work. I'll I'll reference some of
the work that we did, which is a GDP
eval, um which is like a little bit more
broadly in knowledge work. Um if you
guys look at the Astra announcement, you
know, we don't talk about GDP eval. Um
we we know that the eval is completely
saturated, uh and that it's uh there's a
and the pieces that are not saturated
are essentially broken, right? And so,
we actually don't report on that, we
don't track it anymore. And so, one of
the tricky things for um uh GPT-6 Astra
was um we didn't talk a whole lot about
financial evals. We have some internally
that we didn't talk too much about and
didn't want to share at the time yet.
They're coming. Um but it was there was
no good way for us to show progress uh
on financial tasks on these evals. Um
there's a funny like funny things like I
think there's this bias in evals where
if the numbers look good, the
researchers assume that the model's
gotten better and they don't investigate
it. If the model if the you made a much
more capable model and the eval numbers
look bad or haven't increased in the the
scale that you want, then you go
investigate, right? So, this is kind of
like bias baked into uh investigation
these evals. Something like this
happened with GPT-6 where we we ran
GPT-6 on a set of on financial evals and
the numbers didn't really change much.
We're like, "Oh, like what's going on
here? Let's take a look at this eval."
We we we did a deep dive into these
different evals and lots of things were
broken. Uh we like the basically we
found that we had saturated the evals
and the questions that we were getting
wrong were driven by incorrect answer
keys, um poorly specified prompts, or
just some other flaw with the eval. Um
and so all that to say like one of the
things that my team is working on
currently is to try to build a much
better eval that actually predicts the
ability to automate the work of that
specific profession. And so yeah, and so
the idea is like we'll have something
like an investment banking eval that
predicts, you know, if you score well on
this eval, you could probably automate a
lot of the work of a junior analyst uh
in investment banking.
团队招聘与结语
我们很快就要结束了。我想问一下,对于金融领域的人士以及 Latent Space 的受众,你们有什么呼吁吗?你们团队可能正在招聘,作为最后的分享,大家可以如何为你提供帮助?
英文原文
>> We got to wrap here soon. I want to askuh any callouts for people in the
finance space, the Latent Space
audience, uh your team is probably
hiring, but last thing to put out there,
how how can people be be helpful to you?
太好了。首先,请大家关注 ChatGPT 金融服务版(ChatGPT Financial Services)。这是一款企业级产品,但我们正在非常努力地让 Pro 订阅计划上的更多专业消费者(prosumers)也能使用它,希望很快能在那方面带来一些令人兴奋的发布。
第二,是的,我的团队正在招人。我们的产品获得了极好的客户反馈,因此我们正在迅速招聘并扩张团队。这是一个非常多元化的团队,拥有许多不同的岗位,我想快速指出其中的几个:
显然有标准的前端、后端工程岗位,也就是传统的产品构建开发,这是其一;第二,我们非常欢迎出色的产品经理加入。在某种程度上,我认为优秀的产品管理是赢得这一领域的主要瓶颈,因此我们正努力在投资银行、股票研究、资产管理等各个领域招聘优秀的产品经理;
另外我想特别强调的一个职位是,我们正在招聘所谓的“领域专家”(subject matter expert)。这真的很重要。我们在编程方面做得很好的一点是:训练模型并改进模型的人本身就理解优秀的代码是什么样的,对吧?在我们提升模型能力的阶段,这对我们是一个巨大的助力。但在让模型更懂金融方面,我们并没有这种优势。因此,我们正在组建团队并试图招聘大量能够带来金融专业知识的人才,与工程师、研究人员和产品经理合作,使模型和产品在你的具体专业领域中变得更出色。如果这些岗位中有任何一个与你契合,我非常推荐大家联系我。我在 LinkedIn 上,我们也在招聘页面上发布了这些职位,非常容易找到。
英文原文
>> Yeah, wonderful. Well, I would say likefirst and foremost like please check out
Chat GPT Financial Services. Um it is an
enterprise product, but we're trying
very hard to make it available to more
uh prosumers on the pro plan and so
hopefully we'll have some cool
announcements there. Um two, yes, my
team is hiring. Uh we're seeing
incredible uh customer traction with the
product and uh because of that we're
hiring and scaling the team rapidly.
It's a very diverse team with lots of
different roles and so I just want to
call out a few of them very quickly. Um
there's obviously the the standard uh
front end back end uh engineering, so um
kind of traditional product building. So
that was one. Two, we're very much looking
for wonderful product managers. I think
in some ways uh great product management
is the the main bottleneck in trying to
go win in this space and so we're trying
to hire wonderful product managers in
investment banking, equity research,
asset management, uh you know, across
the board we're we're trying to hire
product managers. Uh and then the other
role that I want to give a special shout
out to is we're hiring someone we call a
subject matter expert. Um and you know,
it's really important. Uh one of the
things that we did well in in coding is,
you know, the the people that were
training the models and making them
better understood what good code looks
like, right? And that was a huge
tailwind for us as we're making the
models better at these things. We don't
have that advantage when it comes to
making the models models better at
finance. And so we're we're building out
and trying to hire a lot of folks that
are able to bring that financial
expertise and work with the engineers,
work with the researchers, work with the
product managers to make the model and
the product better in your specific
fields. And so if any of those resonates
with you, like I highly
you know, recommend that you reach out
to me. I'm available on LinkedIn. We
also have these job listings posted on
our careers page. It's pretty easy to
find.
太好了。你回答了我的问题。我本来想问什么时候能玩到这个产品,不过它即将面向 Pro……
英文原文
>> Great.Well, you answered my question. I was
going to ask when I when can I have a
play with this, but it is coming to Pro
Pro Pro Pro Pro
非常努力地让更多人能够使用它。
英文原文
>> very hard to make it available to morepeople.
这是非常典型的 OpenAI 风格,先为企业端开发,然后逐步下沉到常规模型中,来到 Pro 计划。因此我预计对于大众日常使用来说,未来在控制台或日常操作方面都会变得越来越好。
英文原文
>> very common opening eye stuff, you know,it makes sense you make stuff for
enterprise and then this trickles down
the the regular models. It comes to Pro
plan. So I expect for your general usage
down the line it'll get better at
console stuff.
非常棒。非常高兴你能来。大家可以去看看主题演讲。你分享了很多内容,做出了很好的预测,也谈到了一些干货,比如我们解决了预训练问题。我就留下这些线索供大家前去观看。非常感谢你的参与。
英文原文
>> Awesome ball. Very excited to have you.Check out the keynote. You gave a lot.
You gave good predictions. You talked a
little bit about some juicy we fixed
pre-training issues. So I 'll leave
breadcrumbs for you guys to go watch,
but thanks for joining.
是的,太棒了。非常感谢。