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On Friday (May 10) local time, artificial intelligence (AI) research company OpenAI said that it will announce the product update in the form of a live broadcast at 10 a.m. on May 13 (next Monday), when some ChatGPT and GPT-4 updates will be demonstrated. However, the company also said that it will not release GPT-5 at that time, nor will it release a search engine product.
OpenAI CEO Sam Altman also made it clear on the X platform that GPT-5 will not be released next Monday, nor will the AI search engine be released. "We're always trying to develop something new that we think people will enjoy, and it feels like magic to me."
In this regard, some netizens expressed their disappointment, after all, this is not the first time. For OpenAI, rumors are rumors, and they don't equal distant prophecies. Some netizens also said that if OpenAI does not launch an AI search engine, it will lose its current position as Apple in the field of artificial intelligence. It feels like this goes in a proxy direction, maybe some new feature for more complex tasks, creating a task and then completing it in a few minutes.
Just yesterday it was reported that OpenAI plans to announce its AI-based search product next Monday, May 13, in a bid to compete with Google Search. And today's trailer is nothing more than a "slap in the face".
Looking back at the development of the AIGC industry from the "OpenAI Product Update Preview Next Monday":
——Industry development history
The development of generative AI industry has gone through three major processes, namely machine learning - deep learning - generative artificial intelligence, from the perspective of time, the development of generative AI can be traced back to the beginning of the 21st century, in the first two decades of the 21st century, generative AI mainly relies on two important machine learning developments in the development of artificial intelligence, namely machine learning and deep learning. Machine learning can analyze massive amounts of online data and draw conclusions from the output information. Entering the second decade of deep learning, the implementation of computational basic vision can help search engines and autonomous vehicles classify and detect objects, and it can also support speech recognition, enabling widely used AI voice assistants to interact with users in a more natural way. After the accumulation of technology in the first two decades, generative AI was born in the third decade of the 21st century, and the GPT-4 language model developed by OpenAI marked a new stage of functionality for language-based AI applications.
——The AI model is a new paradigm of intelligent computing
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.
-- AI applications are accelerating in the financial, telecommunications, manufacturing, and medical industries
At present, with the deepening integration of the digital economy and the real economy, and the transformation of the digital scene of the Internet platform to the metaverse, the overall demand for the total amount and richness of digital content continues to increase. As a new type of content production mode, AIGC has taken the lead in making significant innovations and developments in industries with a high degree of digitalization and rich content demand, such as media, e-commerce, film and television, and entertainment, and its market potential is gradually emerging. At the same time, in the process of promoting the combination of data and reality and accelerating industrial upgrading, AIGC applications in various industries such as finance, healthcare, manufacturing, and industry are also developing rapidly.
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.
- Open AI ranks first in terms of valuation and financing amount
At present, in the subdivision of generative AI, 13 unicorn companies (with a valuation of more than $1 billion) have been born in the world, of which Open AI ranks first in terms of valuation and financing, and its valuation will reach $80 billion. Among the five new AI unicorns added since 2023 are Cohere and Runway, two new generative AI unicorns. The average time it takes for these 13 generative AI companies to become unicorns is only 3.6 years, compared to the usual seven years it takes for a company to become a unicorn, which is almost half the time in terms of time.
According to the analysis of the Prospective Industry Research Institute, with the popularity of ChatGPT, generative AI has become a topic of concern and heated discussion in all walks of life. Global tech giants and AI manufacturers have stepped down one after another, lest they miss this tech feast. Industry leaders and media outlets have likened the generative AI wave to the mobile internet opportunities of the past, believing that it will have a profound impact on the global economy and various industries, and that enterprises will also usher in significant opportunities for change. According to data disclosed by Bloomberg Intelligence, the overall global generative AI market size will be about $67 billion in 2023, and it is expected to reach $728 billion and $1.3 trillion in 2029 and 2032, respectively, with a compound growth rate of 42% from 2022 to 2032.
According to the "China AIGC Application Panorama Report" released by the qubit think tank, within 3 years, the "player" pattern of the large model industry will be basically settled, the "AI native" products of the application layer will begin to grow explosively, the business model of the enterprise-level market will be clear, and the consumer-level market will shift from "customer acquisition first" to "profit first".
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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