沃尔玛与ChatGPT联手打造AI购物新体验，但生鲜商品为何缺席？
沃尔玛近期宣布与ChatGPT集成，用户现在可以直接在ChatGPT界面中搜索并购买沃尔玛商品目录中的多种商品，涵盖毛巾、电子产品等日常用品，并实现一键结账。这一合作标志着零售业向“对话式购物”迈出关键一步。
然而，一个引人注目的例外是：新鲜食品并未纳入此次合作范围——尽管沃尔玛是美国最大的杂货零售商。
这一缺失并非偶然，背后反映出多重战略考量：
- 物流复杂性：生鲜商品涉及冷链运输、当日达配送等高要求环节，即便沃尔玛具备强大供应链能力，仍需确保AI推荐与实际履约无缝衔接。
- 使用场景错位：ChatGPT常被用于制定餐食计划，若能将“推荐菜单”直接转化为“购买食材”，将极大提升用户体验。目前这一闭环尚未打通。
- 平台控制权之争：更深层的战略意图在于争夺未来零售的“入口”。谁能主导消费者与商品之间的AI交互界面，谁就可能成为下一代零售生态的主导者。
值得注意的是，当前该功能尚处于早期阶段，需通过特定自然语言指令激活，尚未推出专属的“购物模式”，且并非对所有用户开放。
Claude推出“技能”功能，企业自动化迈入新阶段
Anthropic推出的Claude AI正式上线“技能（Skills）”功能，为企业用户提供更深层次的工作流自动化支持。这些“技能”本质上是包含文档、操作指南甚至可执行代码的组织化模板，既支持预设任务模板，也允许企业自定义品牌规范、内部流程等内容。
对企业而言，这一升级具有重要意义：
- 超越基础GPT定制：相比常见的可定制化GPT模型，Claude的“技能”不仅能调用文件和指令，还支持多格式内容生成、设计模板应用等高级功能。
- 广泛适用性：该功能面向专业版、团队版及企业版用户开放，并未仅限于最高付费层级，有助于推动规模化落地。
- 向AI代理演进：借助“技能”，Claude可执行重复性或复杂度较高的任务（如合同审核、报告生成），无需反复提示，逐步具备“自主代理”特征。
此外，Claude已与Microsoft 365深度整合，可跨SharePoint、OneDrive、Outlook和Teams进行企业级知识检索。这意味着员工可通过自然语言快速查找内部文档、会议记录、日程安排等信息，显著提升入职效率、政策查询和专家识别能力。
不过，该功能需管理员在微软与Claude平台双方完成配置，对企业IT治理提出一定要求。
OpenAI联手博通研发定制AI芯片，布局底层算力基础设施
OpenAI正与半导体巨头博通（Broadcom）合作开发专用于AI训练的定制加速芯片。据透露，该项目已推进超过18个月，目标是构建相当于10吉瓦计算能力的系统，旨在减少对英伟达（NVIDIA）、AMD等传统芯片供应商的依赖。
此举反映出头部AI公司正从“依赖外部算力”转向“自主掌控硬件生态”的趋势。与此同时，OpenAI也与多家数据中心运营商达成战略合作，进一步巩固其基础设施布局。
这一系列动作背后，是AI领域日益激烈的竞争和对算力资源的争夺。随着资本持续涌入，关于“AI投资泡沫”的讨论也愈演愈烈——企业不仅在比拼算法与应用，更在争夺底层硬件的话语权。
“用ChatGPT登录”：OpenAI拓展身份认证生态
OpenAI正在向第三方平台推广“用ChatGPT登录”（Sign in with ChatGPT）的身份验证机制。类似于“使用谷歌账号登录”，用户可通过现有ChatGPT账户快速访问外部网站的AI功能。
这一模式的深远影响在于：
- 成本转移：API调用成本将部分转嫁至终端用户，激励更多人升级为付费订阅者。
- 数据整合潜力：除基本账户信息外，平台间可能共享对话历史与行为偏好数据，实现高度个性化服务。
- 生态扩张：通过降低接入门槛，吸引更多企业集成AI能力，从而加速AI普及。
然而，这也带来显著的数据隐私挑战。企业在考虑接入时，需权衡客户数据安全、合规风险与个性化体验之间的平衡。
谷歌Veo 3.1发布，AI视频生成迈向专业化
谷歌推出Veo 3.1，大幅增强其AI视频生成能力，进一步挑战OpenAI的Sora。新版本亮点包括：
- 更高质量的音频生成与叙事连贯性；
- 纹理细节更加逼真，提升视觉真实感；
- 支持基于参考图生成视频、带音频的场景延展；
- 可上传起始帧与结束帧，实现平滑转场。
这些升级意味着AI视频已不再局限于创意专业人士。营销、培训、内部沟通等非技术岗位也能轻松制作高质量视频内容，降低内容生产门槛。
微软Copilot常驻Windows 11，打造“永远在线”的AI助手
微软已在Windows 11中推出始终监听的Copilot AI助手（需手动开启）。用户可通过语音指令完成操作系统及Office应用中的各类任务，例如：“帮我安排下周与市场部的会议”或“总结这封邮件的重点”。
这一功能显著降低了非技术用户的使用门槛，推动办公场景下的免手操作与多任务处理成为现实。
AI内容边界再调整：成人内容解禁与政治视频争议
OpenAI正计划允许经过验证的成年人在ChatGPT中访问包含情色内容的对话，前提是系统已配备更完善的心理健康保护机制。此举意在与Grok等更具开放性的AI聊天机器人竞争，但也引发关于家庭设备共用、未成年人误触等问题的担忧。
与此同时，AI生成的政治视频正面临越来越严格的审视。近期多起利用AI伪造政客发言或行为的案例（如唐纳德·特朗普相关视频）凸显了虚假信息传播的风险。如何制定清晰的内容规范、防范声誉危机，已成为政府与企业必须面对的课题。
—英文原文—
原标题: EP 635: ChatGPT & Wal-Mart team up for AI shopping, Google drops Veo 3.1, Claude Skills get released & more
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Walmart and ChatGPT’s AI Shopping Push, Claude’s Enterprise Upgrades, and the Latest in AI Video: Analysis for Business Leaders
The landscape of artificial intelligence is changing rapidly, with notable developments poised to influence business strategies in retail, enterprise productivity, customer experience, and digital content . Recent advancements highlighted in a leading AI-focused podcast episode offer concrete examples of how the biggest names in technology are shaping the future.
Below, specific insights from these updates are organized across several domains, with actionable observations for decision makers, owners, and business leaders in mind.
Walmart’s ChatGPT Integration: Why Fresh Groceries Were Left Out
Walmart’s recent integration with ChatGPT introduces instant checkout for a wide array of products directly within the AI interface. Shoppers can now search and buy items—ranging from towels to electronics—directly from Walmart’s catalog inside ChatGPT . However, a significant limitation stands out: fresh groceries are not part of the offering, even though Walmart remains America’s largest grocer.
According to contextual analysis and summaries, this omission is notable for several reasons:
Fresh grocery purchases present logistical challenges such as cold chain management and same-day delivery, which Walmart is uniquely positioned to handle.
Fresh grocery purchases present logistical challenges such as cold chain management and same-day delivery, which Walmart is uniquely positioned to handle.
Meal planning is a popular use case for ChatGPT , so integrating fresh groceries would align AI recommendations directly with instant purchasing—a feature currently unavailable.
Meal planning is a popular use case for ChatGPT , so integrating fresh groceries would align AI recommendations directly with instant purchasing—a feature currently unavailable.
The deeper strategy appears to be about controlling the AI interface for retail, which, according to industry commentary, could determine the dominant player in future retail experiences.
The deeper strategy appears to be about controlling the AI interface for retail, which, according to industry commentary, could determine the dominant player in future retail experiences.
At present, activating this shopping experience within ChatGPT seems to require very specific natural language prompts and is not universally available, with no dedicated shopping “mode” rolled out yet.
Claude AI’s Skills and Microsoft 365 Integration: A Leap for Enterprise Productivity
Anthropic’s Claude AI has introduced the “skills” feature, adding a layer of workflow automation for business contexts. These skills function as organizational folders containing documents, instructions, and even executable code. Pre-built templates address common tasks, while custom skills enable incorporation of unique company guidelines or branding assets.
Key points for businesses :
Skills go beyond the customizable GPTs familiar to many, providing access to instructions and files while leveraging advanced functions like multi-format file generation and design templates.
Skills go beyond the customizable GPTs familiar to many, providing access to instructions and files while leveraging advanced functions like multi-format file generation and design templates.
This is available to paid subscribers—including pro, team, and enterprise tiers—without restricting the feature to only the highest paying customers, which broadens practical adoption.
This is available to paid subscribers—including pro, team, and enterprise tiers—without restricting the feature to only the highest paying customers, which broadens practical adoption.
Skills bring Claude closer to agent-like behavior, performing repetitive or nuanced workflows aligned with company processes without repeated prompts.
Skills bring Claude closer to agent-like behavior, performing repetitive or nuanced workflows aligned with company processes without repeated prompts.
Further, Claude’s integration with Microsoft 365 introduces advanced knowledge retrieval across SharePoint, OneDrive, Outlook, and Teams. This permits enterprise-grade search and analysis of corporate documents, communications, and schedules, centralizing access for onboarding, policy discovery, and expertise identification within a company.
Setup does require administrator action on both Microsoft and Claude platforms, raising the recurring challenge of internal admin identification and enablement.
OpenAI and Broadcom’s Custom AI Chips: The Infrastructure Play
OpenAI’s partnership with Broadcom to design custom accelerator chips for AI workloads represents a calculated move toward controlling critical infrastructure. The collaboration, anticipated to yield 10 gigawatts of computing power, could reduce OpenAI’s reliance on traditional suppliers and aligns with broader trends where technology firms co-invest in chip design and manufacturing to secure future capacity.
This custom chip project started over 18 months ago. In the interim, OpenAI has signed strategic supply agreements with both NVIDIA and AMD, as well as with major data center operators. The trend reflects a competitive urgency among leading AI firms to build, own, or closely direct their hardware supply chain, especially as circular financing in these domains intensifies speculation about an AI investment bubble.
Sign in with ChatGPT: AI Account Infrastructure Expands to Web Applications
OpenAI is currently pitching a “sign in with ChatGPT ” authentication method to partner companies, a move that would enable users to access AI-powered features on third-party sites using their existing ChatGPT credentials. This shifts API cost structures onto end-users and mirrors the convenience and data strategies behind “Sign in with Google” or Facebook authentication models.
What sets this apart is the expected granularity and scope of data sharing: In addition to basic account information, these connections could permit transfer of conversational histories and inferred behavioral data between platforms and ChatGPT . The feature is positioned to simplify AI adoption for companies and potentially convert more users to paid plans by impacting existing usage caps.
Businesses interested in integrating ChatGPT with their sites should consider the data privacy implications for both themselves and their customers, as well as the enhanced personalization and insight capabilities such a system would enable.
Google Veo 3.1 and Microsoft Copilot: AI Video and Always-On Assistants for Business
Google has launched Veo 3.1, immediately strengthening its position in AI-powered video creation. The update brings:
Advanced audio generation and improved narrative coherence for video content .
Advanced audio generation and improved narrative coherence for video content .
Enhanced realism through better textures.
Enhanced realism through better textures.
Features such as reference image-based video generation, scene extension with audio, and the ability to upload start and end frames to produce seamless transitions.
Features such as reference image-based video generation, scene extension with audio, and the ability to upload start and end frames to produce seamless transitions.
These updates identify a maturation of AI video that is no longer just for creative professionals. Even non-creative business users can leverage these platforms for marketing and internal communications.
Meanwhile, Microsoft has pushed out an always-listening Copilot AI assistant in Windows 11, requiring opt-in activation. This Copilot is capable of executing Windows-based and Office application tasks through natural language, further closing the usability gap for business users who want hands-free or multi-tasking productivity enhancements.
Shifting Boundaries in AI Content Moderation and Political Use
OpenAI is preparing to allow adult-targeted content —including erotica—in ChatGPT for verified adults, following improvements in mental health safety tools. The shift comes as competitors, such as Elon Musk’s Grok, already offer less restrictive AI chatbot experiences. Yet, the move is prompting debate about effective safety controls, especially for shared devices or environments used by both adults and minors.
On the political front, the use of AI-generated video by campaign and government actors is under increasing scrutiny. Recent high-profile examples—such as AI-generated videos featuring prominent politicians in controversial scenarios—underline the need for clear guidelines and risk management for public communication and reputation concerns.
Topics Covered in This Episode:
ChatGPT Walmart Instant Checkout Launch
Walmart ChatGPT Grocery Shopping Omission
Anthropic Claude Skills Feature Release
Claude Skills for Workflow Automation
Claude Microsoft 365 Enterprise Integration
OpenAI Adult Content Policy Update
Trump AI Video Controversy Analyzed
OpenAI “Sign in with ChatGPT ” Plans
Google Veo 3.1 Video AI Updates
Microsoft Copilot AI for Windows 11
OpenAI Broadcom Custom AI Chip Partnership
AI Video Generation Platform Comparisons
Keywords:
OpenAI apps, ChatGPT agents, no-code AI workflows, agents in ChatGPT , Google Gemini Enterprise, Gemini Business, large ChatGPT and Walmart partnership, AI shopping, instant checkout feature, OpenAI, meal planning with AI, Walmart’s grocery ecommerce , cold chain logistics, retail AI interface, Claude AI, Anthropic Claude skills, Claude code, custom AI workflows, enterprise AI integration, Microsoft 365, SharePoint integration, OneDrive integration, Outlook and Teams, enterprise search, dynamic data connectors, Gemini enterprise, Gemini business, Google AI video generator, Veo 3.1, Sora 2, Vertex AI, Google Flow tool, scene extension, narrative comprehension in AI video, audio syncing AI video, first and last frame transition, Copilot AI Windows 11, always listening smart assistant, voice activation AI assistant, natural language processing, AI-powered Office apps, booking restaurants with AI, grocery ordering via desktop AI, AI chips, Broadcom partnership, AI accelerators, compute infrastructure, NVIDIA, AMD, Oracle, CoreWeave, circular financing, AI bubble, Sign in with ChatGPT , third party website AI integration, conversational data sharing, personalization, Google, Meta, Elon Musk Grok, AI adult content , AI erotica for verified adults, mental health safety tools, age prediction technology AI, AI companions for minors, legal regulation of AI content , political AI video, Donald Trump AI videos, AI-generated imagery in politics, controversial AI media, Salesforce AI partnerships, WPP and Google $400 million AI marketing innovation, NotebookLM, video styles powered by Nano Banana, AI slide generation, chain of thought log, Gmail connectors, Figma, Canva, Spotify, Zillow integration.