Blue cursor (300058. SZ) said on the investor interactive platform on July 13 that "the company's blue universe has comprehensively promoted the exploration and landing of metaverse-related businesses around virtual reality, Web 3.0 and AIGC capabilities; at the same time, the blue label overseas team will carry out product cooperation with Microsoft based on OpenAI technology in overseas business."
There are two meanings here:
First, use tools. In order to "promote the exploration and landing of the company's metaverse-related business", Blue Label uses three tools: VR (virtual reality), Web 3.0 (third-generation Internet), and AIGC (generative artificial intelligence). It is particularly clear that these three are the company's tools, not that Blue Label does these three businesses.
Among these three tools, it is estimated that the most unfamiliar is Web 3.0. Web 1.0 is telephone dial-up Internet access, bandwidth 50K; Web 2.0 is 1M bandwidth, which is the smartphone three years ago; Web 3.0 is 10M bandwidth, which is our current and next 3 years of situation, can smoothly transmit video, until the full video network.
Second, work with Microsoft. Blue Label specifically said that its cooperation with Microsoft is "cooperation between the overseas team and Microsoft in overseas business". 1) It is an overseas business, which does not involve domestic business, which can be understood as domestic business without cooperation with Microsoft; 2) Not a collaboration with OpenAI, a collaboration with Microsoft based on OpenAI.
BlueFocus's description of AI in its 2022 annual report
OpenAI is an artificial intelligence company in which Microsoft invested $10 billion in a company that launched ChatGPT, which revolutionized artificial intelligence. At present, OpenAI has evolved to ChatGPT 4.0, which can automatically generate text, pictures, videos, music, etc. Microsoft has plugged into ChatGPT 4.0 for Microsoft NewBing. Even the majority shareholder, OpenAI, has not opened ChatGPT 4.0 100% to Microsoft, and is estimated to be only 70% open.
Bluelabel's cooperation with Microsoft is "based on OpenAI technology", not directly with OpenAI, let alone directly connected to ChatGPT 4.0. Therefore, we see that Blue Label directly avoids this question in the "interactive Q&A" of Juchao Information Network.
BlueFocus answers the latest answers on ChatGPT 4.0 in the interactive Q&A session of the Big Tide Information Network
It seems that it can be said that Blue Label uses Microsoft's NewBing's own ChatGPT function to carry out its own overseas Internet advertising business, which has nothing to do with domestic business.
20230714