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Kaifu Li talks about ChatGPT for the first time: revealing six major areas and three major investment opportunities

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2023-05-08 13:37:081587browse

Kaifu Li talks about ChatGPT for the first time: revealing six major areas and three major investment opportunities

Beijing Innovation Works Headquarters, Li Kaifu, Chairman and CEO of Innovation Works and Dean of the Artificial Intelligence Engineering Institute of Innovation Works, first talked about ChatGPT and discussed AI2.0 Make trend judgments based on the times.

Kaifu Lee pointed out that ChatGPT is an application, which is built on a large model. ChatGPT is generative AI, and generative AI is a phenomenal application in the AI ​​2.0 era.

1. What is artificial intelligence 2.0?

"The United States is leading in 2.0, isn't the United States also leading in 1.0? Aren't we also catching up?" So what is AI2.0? Kaifu Lee explained in detail.

AI1.0 is a computer vision technology with the CNN convolutional neural network model as the core. It kicks off the era of AI perception intelligence. Machines begin to surpass humans in fields such as computer vision and natural language understanding technology, and create of significant value.

Kaifu Li talks about ChatGPT for the first time: revealing six major areas and three major investment opportunities

“But AI1.0 has also encountered bottlenecks. Most industries want to use AI, which requires huge costs to collect and label data. These data sets and many models are siled."

Li Kaifu pointed out that this is why most AI1.0 companies have invested large sums of research and development funds but still suffer losses all year round. In addition, AI 1.0 lacks the same scale capabilities as Windows and Android in the Internet era to lower the threshold of application development and create a complete ecological chain.

He admitted that because of this, AI 1.0 has not yet achieved real commercial success in several years.

The huge leap of AI2.0 has overcome the limitations of single domain and multiple models. It can use super massive data without manual annotation to train a basic large model with cross-domain knowledge and adapt it through fine-tuning. Assign and perform a variety of tasks to explore new business opportunities.

Lee Kai-fu believes that at this point, all user interfaces will be redesigned and rewritten, new platforms will be born and all applications will be rewritten.

2. Optimistic about applications in six major fields

Li Kaifu said that the development paradigm of AI2.0 is iterative. The first stage is human-machine collaboration, the second stage is partial automation, and the third stage It's fully automatic.

Based on this, Kai-fu Lee proposed that AI2.0 will accelerate the ignition of business potential in six major areas and enter a blowout period of applications that improve productivity.

First, AI 2.0 e-commerce/advertising. In the AI ​​2.0 era, e-commerce and advertising will be more driven by AI big data, capable of real-time testing and dynamic adjustment, and even integrate social hot spots a few minutes ago into advertising content to maximize conversion rates. Tailor-made and real-time content generation for different audiences, truly achieving “thousands of people, thousands of faces” marketing.

Kaifu Li talks about ChatGPT for the first time: revealing six major areas and three major investment opportunities

Second, AI 2.0 film and television/entertainment. AI can customize TV and short video content according to the public’s preferences, making it easier for the content it creates to attract the public’s attention and gain better ratings and reputation.

Third, AI 2.0 search engine. In the future, search engines will change from the traditional search model to a "question and answer" model. The next generation of conversational search engines will become the “AI 2.0 Holy Grail” that global technology giants compete for.

Fourth, AI 2.0 Metaverse/Youcan. AI 2.0 will greatly reduce the cost of content generation in virtual worlds such as games and the Metaverse, and AI’s multi-modal imaginative content generation will also become the mainstay of the Metaverse.

Fifth, AI 2.0 finance. Faster, more accurate, and smarter production methods will greatly improve the timeliness and output of financial news and market research analysis.

Sixth, AI 2.0 medical care. AI can quickly and accurately analyze a patient's overall health status, absorbing all data, biometrics, physical examinations, medical history and personal model predictions, becoming a powerful assistant for doctors and promoting the arrival of "personalized medicine".

3. Be optimistic about the three major investment opportunities

First, AI 2.0 intelligent applications. AI 2.0 applications will usher in a stage of blooming everywhere, including vertical AI assistants in various industries, metaverse applications and other previously unavailable applications will appear, creating new business models.

Second, AI 2.0 platform. AI 2.0 integration will accelerate the research and development and commercialization of the new generation of AI 2.0 applications. Sinovation Ventures is optimistic about AI 2.0 platform companies with strategic heights. AI large models are ushering in a period of major opportunities.

Third, AI infrastructure. In addition to applications and platforms, the infrastructure that supports AI model operation, management, and training is also a focus of Sinovation Ventures, including AI chip companies that support AI 2.0 giant model training, as well as those that can accelerate, reduce costs, and simplify AI training. An innovative technology enterprise with AI 2.0 infrastructure.

Li Kaifu introduced that Sinovation Ventures’ layout of “spire incubation + angel investment + VC funds” will help China lead the world in the next golden decade of artificial intelligence.

4. The "social harm" that AI 2.0 may bring

From a rational perspective, Kai-fu Lee reminded that in the future, AI may have hidden dangers of giant monopoly and information fraud, and repetitive workers may face unemployment.

Kaifu Lee pointed out that the current AI 2.0 cannot be completely correct, because AI cannot save the world's data and can only form abstract concepts through compression, so there will be a phenomenon of "seriously talking nonsense" .

More importantly, AI is currently unable to distinguish between authenticity and right from wrong. If it is used maliciously, it will bring immeasurable negative consequences.

The risk of unemployment is also worth worrying about. There is no doubt that the most creative top talents will take advantage of AI2.0 to comprehensively improve productivity and efficiency. But what follows is that repetitive jobs will be replaced by AI 2.0. People in these positions have to seek career changes and skill upgrades, including a high proportion of white-collar positions. They are in urgent need of It is necessary to enter industries that require greater value creation.

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