Artificial intelligence will give you.
Don't ignore artificial intelligence, whenever a new technological revolution comes, there will always be a large number of people eliminated, and there will be many smart people to step on the dividends of the times. Recently, Damo has reviewed the lessons left by the technological revolution of the past 100 years.
What opportunities and challenges will the proliferation of artificial intelligence technology bring to ordinary people? Whether you are an investor, entrepreneur or employment friend, you must listen carefully, these trends in the next 10 years are closely related to wealth!
Damo compares the electricity around 1885, the Internet in 2007, and the artificial intelligence discovery technology diffusion time in 2022 is getting faster and faster! 10% industry penetration rate, electricity took 20 years, the Internet took 7 years, and artificial intelligence only took 1 year! The time is to reach 30% permeability and radiate to the relevant fields.
Electricity will take 30 years, the internet will take 15 years, and artificial intelligence may be less than 8 years. In other words, those industries that have been subverted by the power Internet will have to be done again in the next 8 years. However, it should be noted that after the release of iPone, the stock prices of the first generation of mobile phone manufacturers fell by an average of 50% in 2 years and 75% in 5 years. The emergence of new technologies is fatal to the corporate blow of old technologies.
If you want to invest or find employment, you must avoid these old companies that have been hit hard by new technologies. It's relatively easy to predict which vendors will be eliminated when the iPhone is released, but it's hard to outrun the winner.
Now there are many domestic Huawei Pangu models Baidu's Wen Xin Yiyan, Ali's Tongyi Qianwen, but Damo predicts that the real killer applications often take about 1.6 years to appear, and most of the hardware and consumers as contact points may be robots, VR glasses, intelligent driving cars, etc., and these are still in the initial stage, so the real dark horse may appear in smart hardware companies.
For friends who do investment, Damo pointed out that in the long run, the valuation of stocks related to artificial intelligence themes is expected to be 10% to 50% higher than that of non-pure stocks, and the artificial intelligence outside this year has reached a new high, and the market value of the world's highest chip company led by Boss Huang has exceeded trillions! And artificial intelligence has also recently made a second wave of rebound, which is significantly stronger than the market. The direction of artificial intelligence is one of the thematic investments of this year. In the future, the game-changing game for all walks of life has already begun. There are other innovations in industries such as publishing, law, and healthcare. Finally, few people are willing to talk about the opposite of the iteration of technology that causes inflation. It reduces the demand for labor, so wages and employment levels put pressure on them. New technologies will also allow goods and services to be produced on a large scale, which will increase supply.
So the advice given to you in the next 5 years is to look for companies that meet the following 4 conditions:
1. Have the highest and most sustainable barriers to entry;
2. The best data and quality;
·3. Lowest internal risk;
·4. Enterprises with pure artificial intelligence exposure in the business model, rising production income or continuous cost reduction can not join!
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