Predictions in the market bet that OpenAI will be released or Astra will be released by the end of September.
Coinpaper
3h ago
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After the OpenAI was delayed and the Astra was launched, predictions still suggest that it will be released before the end of September.
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OpenAI 尚未公布 Astra 的正式发布时间,但预测市场交易员已明显转向“短期内上线”的判断。Astra 被视为 OpenAI 内部对下一代模型的代号,外界普遍将其与 GPT-6 联系在一起。

OpenAI先提安全顾虑

OpenAI 在 8 月 7 日表示,公司已放缓 Astra 的推出节奏,原因是内部测试显示,该模型在代理式编程和网络安全方面能力提升明显。公司在准备度披露中称,现阶段仍无法排除其达到“Critical”级别网络能力的可能。

按照 OpenAI 自身框架,若模型达到这一阈值,意味着它可能在缺少人工协助的情况下,针对多类防护较强的系统寻找并构建可用的零日漏洞。这也是公司暂缓推进发布节奏的直接原因。

Polymarket押注9月底前发布

尽管官方表态偏谨慎,Polymarket 上的相关合约仍显示交易员普遍预期发布时间不会太晚。

  • 截至 9 月 15 日前发布的概率约为 59%
  • 截至 9 月 30 日前发布的概率约为 72%
  • 按周判断中,8 月 31 日至 9 月 6 日概率约为 39%

其中,9 月 15 日合约成交量约为 2.76 万美元,9 月 30 日合约约为 3.56 万美元。由于 OpenAI 尚未给出公开日期,这些合约最终将以公司正式公告作为结算依据。

不同平台判断并不一致

在 Decrypt 母公司 Dastan 运营的预测市场 Myriad 上,交易员同样倾向于 9 月底前后,但判断没有 Polymarket 那么集中。

  • 9 月 30 日的概率约为 31%
  • 9 月 15 日的概率约为 19%
  • 8 月 21 日的概率约为 5%

报道提到,围绕 OpenAI 产品发布时间的押注已是预测市场中的常见题材。随着今年预测市场周交易量升至约 20 亿美元,这类与 AI 大模型相关的时间判断也吸引了更多资金参与。此前在 7 月,市场对 GPT-6 于 9 月 30 日前公开发布的概率一度给到约 78%。

补充信息:OpenAI 还表示,Astra 与近期针对 Hugging Face 的利用事件无关,意在将该模型与外部安全事故切割开来。

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