
隨著Frontier的發布,OpenAI正以前所未有的力度進軍企業市場。Frontier是一款企業級平臺,用于構建、部署和管理AI智能體,這些智能體可以運行賽富時(Salesforce)和Workday等第三方軟件。
從定位來看,Frontier似乎是OpenAI爭奪“企業操作系統”地位的殺手锏:它提供一個統一平臺,用于構建能夠跨應用運行、執行工作流并作出決策的智能體。OpenAI在發布該平臺的博客中表示,Frontier可以連接數據庫、企業的核心業務記錄系統(例如客戶關系管理和人力資源系統)、工單工具以及其他內部應用,然后讓AI智能體在這些系統之上執行業務流程。
OpenAI將Frontier描述為“企業級的語義層,所有AI同事都可以通過它實現高效運作和有效溝通”。公司稱,人類員工也可以在同一平臺上工作,使人類與AI能夠在類似的訪問控制和安全機制下,共享同樣的數據與工具。
目前,OpenAI已吸引多家知名《財富》美國500強企業成為Frontier的首批客戶,其中包括財捷(Intuit)、State Farm、賽默飛世爾(Thermo Fisher)和Uber。
Frontier亮相前,Anthropic同步推進企業市場布局
OpenAI發布Frontier之前,其競爭對手Anthropic已推出一系列舉措,以幫助企業客戶更便捷地構建能夠調用其他商業軟件、運行企業級工作流的AI智能體,并快速生成定制化軟件。上個月,Anthropic發布了Claude Cowork,允許用戶以“智能體”的方式,在多種常見商業軟件中使用其Claude AI模型。本周,Anthropic又發布了針對法律、市場營銷等特定專業領域的開源插件。
Anthropic與OpenAI相繼推出企業級智能體式AI系統,令賽富時、ServiceNow、Workday、SAP以及微軟(Microsoft)等傳統大型企業級SaaS公司的投資者感到不安。市場擔憂OpenAI和Anthropic這類AI原生新勢力,可能會逐步瓦解這些大型SaaS廠商與客戶之間的關系,并使客戶不再需要升級至SaaS巨頭自身推出的AI智能體產品。這種變化可能會削弱這些SaaS公司的增長前景。
在某些情況下,這類智能體平臺甚至可能徹底取代對傳統SaaS軟件的需求。例如,如果Frontier智能體能夠直接完成銷售工作流,無需任何人類員工登錄賽富時系統,那么支撐整個SaaS經濟的“按席位收費”許可模式將失去存在意義。
OpenAI應用業務首席執行官菲吉·西莫在一次媒體簡報中表示,她此前擔任Instacart首席執行官期間,為了給團隊引入最好的AI工具,她需要評估數百家不同軟件供應商,隨后還要投入大量復雜而耗時的工作,才能將這些工具真正嵌入企業工作流中。她表示:“我們需要花費數月時間,整合選擇的每個工具。而且即便如此,結果并不理想,因為每個工具都只適合一個使用場景,它們彼此之間并沒有打通、也無法對話,結果只是不斷制造新的信息孤島。”
她一直夢想著能有一個統一的平臺,來創建和管理組織內部的所有智能體。她表示:“如今在OpenAI,幾乎每一位首席執行官都會問我,這一切最終會走向哪里。我告訴他們,未來的核心在于人類與AI在同一個平臺上協同工作。”
Frontier會取代其他AI智能體平臺嗎?
西莫強調,Frontier的定位并不是要取代既有的企業軟件廠商,而是要與它們共存。她表示Frontier的設計初衷源于一種認知,即“OpenAI不會包攬一切,而是會與整個生態體系協同共建,并且承認企業在實際運作中需要大量不同的合作伙伴。”
她表示,對于某些軟件公司而言,Frontier甚至可能成為一個重要的分銷渠道,“幫助公司產品進入大型企業內部,也能讓大型企業在不進一步割裂自身系統的前提下,引入外部解決方案。
不過,賽富時等公司已經將未來押注在AI智能體平臺之上。賽富時投入數十億美元的Agentforce計劃,設想的是讓企業在其CRM軟件內部直接構建自主智能體集群。微軟推出的Copilot Agents也有類似目標,試圖在Microsoft 365產品體系中實現同樣的智能體能力。這些公司押注的邏輯在于:客戶更希望智能體能夠深度嵌入其“核心業務記錄系統”(真正存儲數據的地方),而不是一個由OpenAI提供、凌駕于所有系統之上的通用型智能體。
這并非OpenAI首次進軍企業市場,但Frontier的推出標志著其戰略理念的轉變。2023年,OpenAI發布ChatGPT Enterprise時,核心賣點仍然是賦能人類員工;而如今,OpenAI推出的智能體,更側重于工作流程自動化——能夠登錄應用、執行和管理任務,無需過多人工介入。(財富中文網)
譯者:劉進龍
審校:汪皓
隨著Frontier的發布,OpenAI正以前所未有的力度進軍企業市場。Frontier是一款企業級平臺,用于構建、部署和管理AI智能體,這些智能體可以運行賽富時(Salesforce)和Workday等第三方軟件。
從定位來看,Frontier似乎是OpenAI爭奪“企業操作系統”地位的殺手锏:它提供一個統一平臺,用于構建能夠跨應用運行、執行工作流并作出決策的智能體。OpenAI在發布該平臺的博客中表示,Frontier可以連接數據庫、企業的核心業務記錄系統(例如客戶關系管理和人力資源系統)、工單工具以及其他內部應用,然后讓AI智能體在這些系統之上執行業務流程。
OpenAI將Frontier描述為“企業級的語義層,所有AI同事都可以通過它實現高效運作和有效溝通”。公司稱,人類員工也可以在同一平臺上工作,使人類與AI能夠在類似的訪問控制和安全機制下,共享同樣的數據與工具。
目前,OpenAI已吸引多家知名《財富》美國500強企業成為Frontier的首批客戶,其中包括財捷(Intuit)、State Farm、賽默飛世爾(Thermo Fisher)和Uber。
Frontier亮相前,Anthropic同步推進企業市場布局
OpenAI發布Frontier之前,其競爭對手Anthropic已推出一系列舉措,以幫助企業客戶更便捷地構建能夠調用其他商業軟件、運行企業級工作流的AI智能體,并快速生成定制化軟件。上個月,Anthropic發布了Claude Cowork,允許用戶以“智能體”的方式,在多種常見商業軟件中使用其Claude AI模型。本周,Anthropic又發布了針對法律、市場營銷等特定專業領域的開源插件。
Anthropic與OpenAI相繼推出企業級智能體式AI系統,令賽富時、ServiceNow、Workday、SAP以及微軟(Microsoft)等傳統大型企業級SaaS公司的投資者感到不安。市場擔憂OpenAI和Anthropic這類AI原生新勢力,可能會逐步瓦解這些大型SaaS廠商與客戶之間的關系,并使客戶不再需要升級至SaaS巨頭自身推出的AI智能體產品。這種變化可能會削弱這些SaaS公司的增長前景。
在某些情況下,這類智能體平臺甚至可能徹底取代對傳統SaaS軟件的需求。例如,如果Frontier智能體能夠直接完成銷售工作流,無需任何人類員工登錄賽富時系統,那么支撐整個SaaS經濟的“按席位收費”許可模式將失去存在意義。
OpenAI應用業務首席執行官菲吉·西莫在一次媒體簡報中表示,她此前擔任Instacart首席執行官期間,為了給團隊引入最好的AI工具,她需要評估數百家不同軟件供應商,隨后還要投入大量復雜而耗時的工作,才能將這些工具真正嵌入企業工作流中。她表示:“我們需要花費數月時間,整合選擇的每個工具。而且即便如此,結果并不理想,因為每個工具都只適合一個使用場景,它們彼此之間并沒有打通、也無法對話,結果只是不斷制造新的信息孤島。”
她一直夢想著能有一個統一的平臺,來創建和管理組織內部的所有智能體。她表示:“如今在OpenAI,幾乎每一位首席執行官都會問我,這一切最終會走向哪里。我告訴他們,未來的核心在于人類與AI在同一個平臺上協同工作。”
Frontier會取代其他AI智能體平臺嗎?
西莫強調,Frontier的定位并不是要取代既有的企業軟件廠商,而是要與它們共存。她表示Frontier的設計初衷源于一種認知,即“OpenAI不會包攬一切,而是會與整個生態體系協同共建,并且承認企業在實際運作中需要大量不同的合作伙伴。”
她表示,對于某些軟件公司而言,Frontier甚至可能成為一個重要的分銷渠道,“幫助公司產品進入大型企業內部,也能讓大型企業在不進一步割裂自身系統的前提下,引入外部解決方案。
不過,賽富時等公司已經將未來押注在AI智能體平臺之上。賽富時投入數十億美元的Agentforce計劃,設想的是讓企業在其CRM軟件內部直接構建自主智能體集群。微軟推出的Copilot Agents也有類似目標,試圖在Microsoft 365產品體系中實現同樣的智能體能力。這些公司押注的邏輯在于:客戶更希望智能體能夠深度嵌入其“核心業務記錄系統”(真正存儲數據的地方),而不是一個由OpenAI提供、凌駕于所有系統之上的通用型智能體。
這并非OpenAI首次進軍企業市場,但Frontier的推出標志著其戰略理念的轉變。2023年,OpenAI發布ChatGPT Enterprise時,核心賣點仍然是賦能人類員工;而如今,OpenAI推出的智能體,更側重于工作流程自動化——能夠登錄應用、執行和管理任務,無需過多人工介入。(財富中文網)
譯者:劉進龍
審校:汪皓
OpenAI is making its most aggressive move into the corporate world yet with the launch of Frontier, an enterprise platform to build, deploy, and manage AI agents that can run other software, such as Salesforce and Workday.
Frontier appears to be OpenAI’s bid to become the “operating system of the enterprise,” offering a unified platform for building agents that can navigate apps, execute workflows, and make decisions. In a blog post announcing the new platform, OpenAI says that Frontier can connect databases, business systems of record for things like customer relationship management software and human resources, ticketing tools, and other internal applications, and then allow AI agents to run processes over these systems.
The company described Frontier as “a semantic layer for the enterprise that all AI coworkers can reference to operate and communicate effectively.” It said that human employees could work on the same platform, so that both humans and AI had access to all the same data and tools, with similar access controls and security provisions.
OpenAI has signed up a number of well-known Fortune 500 companies as initial customers of Frontier, including Intuit, State Farm, Thermo Fisher, and Uber.
Frontier debut follows Anthropic enterprise moves
OpenAI’s debut of Frontier follows a series of moves by its rival Anthropic to also make it easier for enterprise customers to build agents that use other business software and run corporate workflows, as well as to spin up bespoke software. Last month, Anthropic debuted Claude Cowork, which allows users to use its Claude AI model in an agentic way across common business software. And this week, Anthropic launched open-source plugins for Cowork that target tasks in specific professional sectors, such as legal work or marketing.
The combined rollout of Anthropic’s and OpenAI’s new agentic AI systems for enterprises has spooked investors in traditional big enterprise SaaS companies, such as Salesforce, ServiceNow, Workday, SAP, and Microsoft. The concern is that the AI native upstarts, such as OpenAI and Anthropic, will increasingly disintermediate the relationship those big SaaS providers have with their customers and will obviate the need for these customers to upgrade to the AI agent offerings the SaaS giants themselves are offering. That could dent the growth prospects of these SaaS companies.
In some cases, it might replace the need to have this SaaS software at all. For instance, if a Frontier agent can execute sales workflows without a human ever logging into Salesforce, the ‘per-seat’ licensing fees that currently powers the SaaS economy could lose its justification.
Fidji Simo, OpenAI’s CEO of Applications, said in a media briefing that when she was the CEO of Instacart, giving her teams access to the best AI tools meant having to assess hundreds of different software vendors and then a complicated and time-consuming effort to get those tools embedded into enterprise workflows. “We spent months integrating each of the ones that we selected,” she said, adding that “we didn’t even get what we actually wanted, because each tool was good for one use case, but they weren’t integrated or talking to one another, so we were just reinforcing silos upon silos.”
Instead, she said she dreamed of one platform to create and manage all of an organization’s agents. “Now that I am at OpenAI, every CEO has asked me, where is this all going? I tell them that it’s about humans and AI collaborating on one platform.”
Could Frontier displace other AI agent platforms?
Simo insisted that the platform is meant to embrace established enterprise software vendors, not displace them. She calls Frontier “a recognition that we’re not going to build everything ourselves, we are going to be working with the ecosystem to build alongside them, and we embrace the fact that enterprises are going to need a lot of different partners.”
She said for some software companies, Frontier could become an important distribution channel—a way “to get them inside large companies, and for large companies to adopt these foreign solutions without fragmenting their systems even further.”
But companies like Salesforce have staked their future on AI agent platforms. Salesforce’s billion-dollar ‘Agentforce’ initiative envisions companies building fleets of autonomous agents that live directly inside its CRM software. Microsoft’s Copilot Agents are designed to do the same thing across Microsoft 365 products. These companies are betting that customers will want agents that are deeply embedded in their ‘systems of record’—where the data actually lives—rather than a generalist agent from OpenAI that sits on top of every system.
This is not OpenAI’s first foray into the enterprise, but it signals a philosophical shift. When the company launched “ChatGPT Enterprise” in 2023, the pitch was strictly about empowering human employees. OpenAI is now offering agents that are more about automating workflows—logging into applications, executing tasks, and managing tasks without much human hand-holding.