OpenAI 的 AI Agent 亟待追赶
英文标题:OpenAI’s AI agents need to catch up
OpenAI 曾推动现代生成式 AI 聊天机器人的普及,但在持续运行、面向消费者的 AI Agent 赛道上,目前正落后于 Meta、Google 及 OpenClaw 等竞争者。市场传闻称,OpenAI 可能在 2026 年 DevDay 发布名为 Aeon 的 AI Agent,并可能以 GPT-6 Astra 作为底层模型。竞争产品已能处理就医文书、订阅取消、旅行规划、账单支付等实际任务,但账户接管、隐私泄露和未经授权读取私信等安全问题也日益突出。对 OpenAI 而言,Aeon 的成败将取决于其能否兼顾实用性、部署成本、聊天交互体验、安全性,以及与外部服务的整合能力。
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中文
OpenAI 推动了现代生成式 AI 聊天机器人的普及,但随着其 2026 年 DevDay 活动临近,它已在业界最热门的类别之一——持续运行、面向消费者的 AI Agent——中落后。周二,该公司很可能会尝试夺回这一赛道的领先地位。市场传闻纷纷称,OpenAI 将发布自己的 AI Agent,名为 Aeon——以此回应 Meta 的 Muse、SpaceX 的 Grok Bot、OpenClaw 以及更多竞争产品。
Aeon 有机会取得成功,但若要击败竞争对手,它需要整合多个不同 Agent 平台的最佳功能。理想系统应当像开源项目 OpenClaw 一样实用,像 Meta Muse 一样低成本且易于部署,同时又像后起之秀 Instinct 一样便于聊天交互。反过来,它还应力图解决自 OpenClaw 崛起以来一直困扰 Agent、并在 Muse 上持续出现的严重安全风险。
AI Agent——能够预订旅行、购买杂货、安排预约、协助制作工作演示文稿等的平台——多年来一直是行业追求的目标。OpenAI 曾在 2024 年 DevDay 展示一项智能体 API 功能,并于2025 年年中推出面向消费者 AI Agent 的早期版本,重点聚焦计算机操作和研究任务。不过,直到去年年底 OpenClaw 出现,Agent 才从概念验证走向实际成功。此后,这场竞赛只会不断加速,而 OpenAI 在 Agent 领域可见的进展则相对滞后。
目前,OpenAI 在智能体 AI 领域的主要竞争对手很可能是 Meta。根据 Apptopia 的数据,自本月早些时候发布以来,Muse 已登顶 App Store 榜单,并在美国获得了 60 万日活跃用户。早期评测将其归类为有用但略显诡异的产品。另一位竞争者是 Instinct,其同名 Agent 因易用性而引起关注——用户可以通过 iMessage 和许多其他聊天应用与其交流。还有 Google 参赛的 Gemini Spark:这同样是一款 24/7 持续运行、面向消费者的 Agent,并已接入 Dropbox、Uber、Spotify 等超过 30 家外部服务合作伙伴。
根据一些用户说法,竞争性 AI Agent 已能填写就医文书、取消订阅、组织团体旅行、预订活动、办理 DMV 预约、支付账单等,兑现了科技公司多年前设定的预期。但安全担忧也无处不在,尤其是在 Agent 获得更多自主权时。至少有一个已知漏洞(现已修复)曾允许攻击者接管账户;用户还投诉称,Muse 曾在未经许可的情况下泄露家庭住址,并且会读取私人消息,尽管个别案例往往难以核实。
目前有关 Aeon 的信息仍然很少
截至目前,外界对 Aeon 知之甚少。我们确实知道的一项罕见信息是,OpenAI 目前雇用了 OpenClaw 的创始人 Peter Steinberger,他很可能正在贡献自己的专业知识。
OpenAI 已为 DevDay 公告设定了很高的预期。该公司一直在大力宣传其最新前沿模型 GPT-6 Astra,将其描述为通向通用人工智能的关键时刻——“我认为,认为我们如今已处于 AGI 时代,并非不合理,”OpenAI 总裁 Greg Brockman 在本月早些时候的一场媒体简报会上表示。Astra 很可能会成为其所发布 Agent 的底层支撑,这在理论上应能让类似 Aeon 的产品在网络安全任务、软件工程、科学研究和计算机操作等方面更加强大。
但 OpenAI 在另一些方面处于劣势。例如,Muse 可与数十亿人使用的其他 Meta 服务整合,而 Gemini Spark 则连接到 Google 广泛的企业和个人服务。OpenAI 过去的年度活动中也曾试图弥补这一差距——例如去年,OpenAI 曾重点推广新的 ChatGPT Apps SDK,让 Zillow、Spotify 和 Canva 等其他应用的控制功能能够出现在聊天机器人的使用体验中。
Aeon 可能只是 OpenAI 活动上公布的多项内容之一。其他传闻包括:该公司与著名前 Apple 设计师 Jony Ive 共同开发的 AI 硬件设备可能迎来更新、GPT-6 可能获得进一步升级(例如 Astra 6.1)、硬件更新,以及甚至更多关于 AGI 的宣称。一款持续运行的 AI Agent 能够将这些内容串联起来,因此它很可能会成为 OpenAI 的下一项重大押注,尤其是在该公司告别“支线任务”之际。问题在于,在即将进行 IPO 的巨大压力下,它将如何与 OpenAI 成本低廉、深度整合的竞争对手 Agent 抗衡。
English / 原文
OpenAI popularized the modern generative AI chatbot, but as its 2026 DevDay event approaches, it’s fallen behind in one of the industry’s hottest categories: continuously running, consumer-facing AI agents. On Tuesday, it will likely try to capture the lead in that race. Rumors abound that OpenAI will release its own AI agent, dubbed Aeon — its answer to Meta’s Muse, SpaceX’s Grok Bot, OpenClaw, and many more.
Aeon could have a shot at success, but to beat the competition, it would need to pull together the best features of several different agent platforms. The ideal system would be as useful as the open-source OpenClaw, as cheap and easy to set up as Meta’s Muse, and as simple to chat with as the up-and-coming Instinct. Conversely, it would aim to solve the serious security risks that have plagued agents since the rise of OpenClaw and only continued with Muse.
AI agents — platforms capable of booking travel, buying groceries, scheduling appointments, helping with work presentations, and more — have been an industry goal for years. OpenAI demoed an agentic API feature at the 2024 DevDay and released early versions of consumer-facing AI agents, focused on computer use and research, in mid-2025. It was only late last year with OpenClaw, however, that agents went from proof of concept to practical success. Since then, the race has only accelerated, while OpenAI’s visible progress around agents has lagged.
At this point, OpenAI’s primary competitor for agentic AI is likely Meta. Since its release earlier this month, Muse has topped the App Store charts and garnered 600,000 daily active users in the US, according to Apptopia. Early reviews put it in the category of useful but slightly creepy. Another contender is Instinct, whose eponymous agent has made waves for its ease of use — including the fact that users can communicate with it over iMessage and many other chat apps. And then there’s Gemini Spark, Google’s own horse in the race, which is also a 24/7-running, consumer-facing agent, with upwards of 30 external service partners, like Dropbox, Uber, and Spotify.
Competing AI agents are, according to some accounts, filling out paperwork for doctor visits, canceling subscriptions, organizing group trips, booking activities, setting up DMV appointments, paying bills, and more — paying off the expectations tech companies set years ago. But security concerns abound, particularly when agents are given more autonomy. At least one known (now patched) vulnerability allowed attackers to take control of accounts, and users have complained that Muse gave out a home address without permission and read private messages, though individual anecdotes can be hard to verify.
As of now, little is known about Aeon
As of right now, little is known about Aeon. The rare thing we do know is that OpenAI currently employs the creator of OpenClaw, Peter Steinberger, who is very likely lending his expertise.
OpenAI has set expectations high for its DevDay announcements. The company has been hyping up its latest frontier model, GPT-6 Astra, as the moment around which artificial general intelligence arrives — “I think it’s not unreasonable to feel that we are now in the AGI era,” OpenAI president Greg Brockman said during a press briefing earlier this month. Astra would likely underpin whatever agent it announces, which should ostensibly make something like Aeon more powerful at cybersecurity tasks, software engineering, scientific research, and computer use.
But OpenAI is at a disadvantage in some other ways. Muse integrates with other Meta services used by billions of people, for instance, and Gemini Spark connects to Google’s wide range of enterprise and personal services. At OpenAI’s past annual events, it’s tried to bridge the gap — like last year, when OpenAI heavily pushed the new ChatGPT Apps SDK, allowing controls for other apps, like Zillow, Spotify, and Canva, to surface within the chatbot experience.
Aeon could be simply one of several things announced at OpenAI’s event. Other rumors include potential updates on the AI hardware device(s) the company is building with famed ex-Apple designer Jony Ive, a potential advancement of GPT-6 (like Astra 6.1, for instance), a hardware update, and maybe even more AGI claims. A continuously running AI agent would tie a lot of this together, which is why it’s likely OpenAI’s next big bet, particularly as the company says goodbye to “side quests.” The question is how it’ll stack up against OpenAI’s cheap, heavily integrated competitors’ agents, particularly under the immense pressure of its upcoming IPO.
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Hayden Field
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