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Recently, OpenAI co-founder and CEO Sam Altman and OpenAI COO Brad Lightcap participated in the conversation show on the YouTube channel "20VC". This is the first time that OpenAI's two executives have joined forces to communicate with the outside world since its establishment more than 8 years ago.
During the conversation, Brad Lightcap said that enterprise supply chains are in great need of AI technology, and hope to put ChatGPT technology into business processes to achieve a very quantifiable return on investment. Today, ChatGPT is put into specific processes of supply chain management and can cut spending in specific areas by 20%. However, the enterprise adoption cycle is slow, and ChatGPT Enterprise is still slowly being implemented.
Regarding the current concerns about OpenAI, Altman said that now, macroeconomic aspects, including geopolitics and social economy, are more unstable than ever, which is the key or fundamental reason for limiting the development of AI. In the future, the cost of computing will continue to fall. As models get better and better, the value of AI will continue to rise, and the cost of AI technology will become cheaper and cheaper. We (OpenAI) can bring the cost of very high-quality AI technology down to near zero, which will be very beneficial for most things in the world.
In recent years, with the continuous development of technology and artificial intelligence, generative AI represented by ChatGPT has become a hot track. ChatGPT is a deep learning-based model that is capable of generating natural and fluid text content and engaging in intelligent conversations. It has made great progress in the field of natural language processing and dialogue systems, and is widely used in intelligent customer service, virtual assistants, creative writing, and other fields. The development of generative AI has brought people a smarter, more natural interactive experience, and also provided enterprises with more efficient customer service solutions. However, ethical and privacy issues that come with it are also of great concern.
——The AI model is a new paradigm of intelligent computing
AIGC stands for AI-Geneated Content, which refers to a technology that uses artificial intelligence technologies such as large-scale pre-trained models and generative adversarial networks to find patterns through existing data and generate relevant content through appropriate generalization capabilities.
The ultra-large-scale intelligent model, or large model for short, is a new AI computing paradigm that has emerged in recent years. Compared with traditional AI models, large models use more data for training, have better generalization, and can be applied to a wider range of downstream tasks. According to application scenarios, AI large models mainly include language large models, visual large models, and multimodal large models. Typical natural language models in the industry include GPT-3, Yuandao, Wudao, and Wenxin. Large visual models have also been widely used in autonomous driving, intelligent security, medical imaging and other fields. The technology of using Wensheng graphs based on multi-modal large models has also developed rapidly, and AI Generated Content (AIGC) has become the next key area of AI development.
——The overarching policy provides a clear path for the AIGC industry
From a policy point of view, the AIGC industry belongs to the industry that the state vigorously promotes the development of. The AIGC industry is greatly affected by national policies, and the improvement of industry regulations and the formulation of standards have created a better development and competitive environment for the development of the industry. At the same time, the state has promulgated a series of macro industrial policies and guidance documents to support, guide and regulate the development of the artificial intelligence industry, creating a favorable policy environment for the development of the industry. The two overarching policies provide a clear path plan and a lofty goal direction for the development of the AIGC industry.
——AIGC enterprises have high technology research and development intensity
AIGC is a technology-intensive industry with high technical requirements. At present, the development of the new generation of AIGC-related disciplines, theoretical modeling, technological innovation, software and hardware upgrades, etc., the number of patent applications and patent disclosures in the mainland AIGC industry has increased as a whole, and the R&D intensity of listed companies in the industry is also relatively high. In general, the rapidly changing market environment has brought development opportunities for technological innovation and product research and development in the AIGC industry, and also put forward higher requirements for enterprises in the AIGC industry.
——AIGC多行业渗透,渗透度高
According to IDC, the top five industries in terms of application penetration in Chinese's artificial intelligence industry in 2022 are Internet, finance, government, telecommunications, and manufacturing. In addition, the value of AI for autonomous driving and transportation logistics cannot be ignored, according to McKinsey, AI will create 380 billion yuan of economic value for the transportation sector.
According to the analysis of the Prospective Industry Research Institute, it is estimated that the market size of AIGC in mainland China is expected to reach 17 billion yuan in 2023, and 2023-2025 is the first stage of market size growth of AIGC industry in mainland China, with a growth rate of about 25%, and the market size will reach about 26 billion yuan in 2025. It is estimated that the scale of the AIGC industry in mainland China will exceed 60 billion yuan in 2027, and starting in 2028, the AIGC industry will extend the complete industrial chain, and continue to expand and deepen the commercialization scene to deeply transform the industry. From 2028 onwards, the scale of the AIGC industry in mainland China will continue to maintain rapid growth, and the market size will exceed one trillion yuan in 2030.
Dr. Yu Hao, vice president and managing director of the Innovation and Development Center of Legend Holdings Co., Ltd., said that it may not take 5 years, and AIGC will reach an explosive period in the next 3 years. After the large model grows to a certain extent, it develops into the small model, and then the data knowledge trained by the small model is fed back to the large model, and this cycle of 3 years is sufficient.
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "Analysis Report on the Development Prospect Forecast and Investment Strategic Planning of China's AIGC Industry" by Qianzhan Industry Research Institute.
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