AI big model amazing glimpse, GPT can make 360 corners overtake?

The emergence of GPT is a new opportunity for Zhou Hongyi. At present, it seems that 360's approach is to occupy the scene first, and the technology and the two wings of the scene fly together. Moreover, Zhou Hongyi's idea is to closely integrate GPT and search business. It can be seen that Zhou Hongyi is concentrating resources on search business. With GPT, can the 360 overtake in corners?

On March 29, at the "2023 Digital Security and Development Summit Forum", Zhou Hongyi demonstrated the application of 360's self-developed artificial intelligence language model on 360 browser, and announced 360's artificial intelligence development strategy.

In his speech, Zhou Hongyi revealed that 360GPT is closely integrated with the company's business scenarios. For example, 360 embeds GPT functions into 360 search, and will also be loaded into future smart office products to provide services for B-side and G-side. 

Zhou Hongyi believes that having the browser with the largest number of domestic users, 30% of the domestic search market, and massive user data is the advantage of 360 as GPT. 

Unlike other companies, 360 remains focused on the company's current core business. Zhou Hongyi believes that in the GPT era, companies with scenes will have a natural advantage.

For domestic Internet companies, the emergence of GPT is an opportunity to reshape the pattern. In the search market and beyond, will the 360 achieve corner overtaking?

The 360 version of GPT performed well 

This release of 360 was a bit of an "unexpected" surprise.

At the press conference, Zhou Hongyi said that after the company announced the holding of the Digital Security Development Summit Forum, he received many inquiries from journalist friends, asking whether 360 would release GPT-related products. Therefore, I decided to demonstrate the GPT large model of 360 at the forum.

Zhou Hongyi called 360's GPT a "newborn child", "Take it out for everyone to see, call it 360GPT or 360AI has no idea, I hope you will give more valuable advice and help it come up with a name." In the live broadcast room, many people suggested calling it "Red Son", because Zhou Hongyi likes to wear red clothes, and his personality is somewhat compatible with the role of Red Son.

That being said, it can be seen throughout the demo that 360 has done a lot of preparation for this. At present, it seems that the training of 360 large models has achieved certain results. At the scene, Zhou Hongyi asked the host and the audience to impromptu a few questions, and on the whole, the answer of the 360 version of GPT still has a certain level.

For example, a live audience asked the 360 version of GPT how many goals Messi scored for Argentina. The 360 version of GPT replied with 100 balls and how many set-pieces and how many penalties there were. As soon as the news of Messi's 100 goals came out, 360GPT was integrated, which is amazing.

New Bing failed to do that. Lu Jiu Business Review asked Bing on this question the next morning, and Bing's reply was still 80, and the information lagged a lot.

But in terms of specific numbers, the 360 version of GPT's live answer is not accurate. A field search revealed that Messi had actually scored 102 goals. Lu Jiu Business Review analyzed that this happened because Messi scored three goals in the morning game that was just held, and the first goal was exactly his 100 goals. Football journalists are accustomed to thinking that Messi's 100 goals for Argentina is a big news, so they all report Messi's 100 goals with the national team. The 360 GPT probably grabbed the headline first, using the headline as actual information, which is why this happened. Speaking of which, this situation is actually justified.

When answering "Can Sun Wukong win Thanos", 360GPT's answer was vague, did not give a positive answer, and replied a lot of information, but a little concerned about him, showing a kind of "greasy" of human feelings. Lu Jiu Business Review asked New Bing about this question, and New Bing's reply recognized that these were two characters from different universes, and said that it was difficult to compare their strength, so there was no definitive answer to this question.

"In a meeting, what does it mean if the boss says I'm talking for ten minutes?" The 360 version of GPT's answer to this question is very worthy of praise. In the answer, there is a strong workplace culture, and it also reveals the unique human feelings of Chinese people. When the answer came out, there was applause at the scene, and everyone laughed heartily.

Overall, the red 360 version of GPT responds quickly, answers questions are basically satisfactory, and even performs better than the new Bing in some places. As a "newborn child", the performance is still remarkable.

What advantages does the 360 have

As can be seen in the live demonstration, 360's GPT strategy is very different from other enterprises.

360 integrates GPT functionality into the search box, and everything is done on the 360 search page. Ask a question on the 360 search homepage, click search, a dialog box will appear on the right side of the page, and 360GPT will answer the question in the dialog box.

This is the biggest difference between Zhou Hongyi's thinking and that of others.

According to some data, Zhou Hongyi once said: "I don't understand why you make a chatbot, and if I want to do it, I may be more willing to combine it with search." ”

Zhou Hongyi believes that companies with applications and scenarios plus GPT models will be valuable, and the larger the scene, the greater the explosiveness. "A company that does pure GPT is a little too late, if the scene is small, make a virtual person hang a GPT and talk to people, this scene is very small."

Zhou Hongyi is more optimistic about Microsoft's model, "Microsoft helps OpenAI occupy a lot of scenarios, and the next step may be to combine TO B scenarios such as teams (video conferencing)." He believes that Google is somewhat slow. When the model is made, the commercialization scenario may also be grabbed by Microsoft.

Zhou Hongyi believes that Microsoft focuses on the combination of scenarios and products, and OpenAI focuses on technology, which can achieve good results.

The model of Microsoft's and OpenAI partnership is borrowed from 360. The strategy of the 360 version of GPT is to combine technology and scenarios. Zhou Hongyi summarized the strategy of "two wings flying together": occupy the scene first and synchronize the core algorithm technology.

Horse racing and occupying user scenarios as soon as possible is the basic idea of 360 version GPT.

Under this overall idea, the 360 model strategy will be commercialized in ToC, ToSME, and ToG&N. For the C-end, a new generation of intelligent search engine will be launched, and artificial intelligence personal assistant products will be launched based on search scenarios.

On the To SME side, 360GPT will launch SaaS vertical applications based on generative large models, such as "soda office suite" combined with generative AI and "enterprise instant messaging tool - push and push" to solve the digital transformation problems of small and medium-sized enterprises. On the To G & N side, 360 has integrated core digital security capabilities into the security AI model, and plans to launch enterprise privatization AI services in combination with digital security business to meet customers' indexing needs for private knowledge and assets.

So, what are the advantages of 360?

Zhou Hongyi summarized three.

Zhou Hongyi said that 360, as the second largest search company in China, has accumulated huge data and has experience in artificial knowledge training; The second is the ability of engineering, 360 has done search, done browser, and done infrastructure services for commercial institutions, and has a strong engineering advantage; Third, is the scene advantage, 360 has the largest browser in China, DAU more than 100 million, and occupies 30% of the search market, as well as security guards.

Chances of overtaking in corners?

For search, GPT applications have a natural blessing ability. This can be seen in Microsoft's new Bing.

A brokerage research institute report concluded that after the official announcement of ChatGPT fusion version, Bing gained a 15% increase in daily traffic, and the search volume of "Bing AI" terms soared by 700%. According to Similarweb, bing.com primary domain attracted 30.3 million visits that day, rising to 31.7 million the next day, 15% higher than the average daily visits over the past six months.

Domestic Internet companies have also announced the layout of this track. Alibaba, Tencent, Huawei, ByteRongdong, JD.com, 360, iFLYTEK, Kuaishou, NetEase Youdao, etc.

At present, although the big factories have layouts, the direction of everyone is different. According to the figure of the West China Securities Research Institute, it can be seen that each Internet manufacturer is still making a layout based on its own application scenarios.

Source: West China Securities Research Institute

An investor who pays attention to the GPT track believes that at present, in the application of GPT, Google and Microsoft will definitely be combined with search engines. Microsoft, in addition to the search engine, will also be combined with office software to improve the user's office efficiency. Jingdong Taobao may need intelligent customer service, Baidu is the linkage of autonomous driving and AI, and Tencent may be the development of games.

But there is no doubt that in the field of search, with the tide of GPT, 360 and friends will have a new competition.

With the help of GPT's new technology and new opportunities this time, can Zhou Hongyi achieve corner overtaking?

Lu Jiu Business Review analysis, not without this possibility.

First of all, Zhou Hongyi's 360GPT on-site measurement looks tougher than Baidu's Wen Xin press conference before. Baidu's Wen Xin was recorded when it was released, and 360GPT was measured on the spot, and the demonstration effect was quite good.

Second, as one of the earliest Internet entrepreneurs in China, Zhou Hongyi has always been known as an excellent "product manager", with a good sense of the market, and will please users. The emergence of GPT has given Zhou Hongyi new opportunities. At present, it seems that 360 combines GPT and search, which is completely different from the approach of friendly companies, which also shows Zhou Hongyi's determination to use GPT to do search.

Third, the 360 is more focused. In addition to the search business, 360 also has browsers, security guards, and a large number of users, and 360 focuses its resources on the search business to be more synergistic.

With the help of this wave of GPT, 360 will further expand its stickiness with small and medium-sized enterprises and small and micro enterprises, and expand the service content for small and medium-sized enterprises. Services including security and office will also form an ecological effect with the search business.

Can Zhou Hongyi use GPT to achieve another rise in business? Well worth looking forward to.