A brief background of the important news
On May 9, Reuters reported that OpenAI plans to release an AI-powered search product on May 13 to increase competition with search king Google, according to two people familiar with the matter. Moreover, OpenAI's AI search product is an extension of GPT, enabling GPT to fetch and cite information directly from the network.
On May 10, OpenAI officially announced that it would demonstrate some of the new features of GPT and GPT-4 live on the morning of May 13. CEO Sam Altman tweeted that what they're about to show is not AI search, nor GPT-5, but something new, and he believes people will love it because it's like magic to him.
So, since OpenAI is not ready to release an AI search product, is Google sitting back and relaxing?
The following is Wang Yuquan's important news commentary:
A few days ago, Reuters published a news that OpenAI may release an artificial intelligence AI search product in the near future, and the results caused a lot of sensation.
Unexpectedly, on Friday, May 10th, OpenAI officially released the news, saying that it would release a new product on Monday, but it was neither search nor GPT-5, which was very disappointing to everyone.
Of course, when OpenAI released a new product on Monday, it was Monday Pacific Time in the United States, and China should be Tuesday, and we hope to give you an interpretation on Tuesday, which should also be quite exciting.
But what I'm going to say today is that although the rumors have been debunked, I think this thing should actually be done, that is, AI search has actually arrived.
I myself often use GPT instead of search, and its plug-in can already be searched directly on the Internet, and then give you feedback conclusions.
Moreover, Bing, which is supported by OpenAI, already has artificial intelligence real-time search capabilities. I've also used Bing, and the effect is good, and it's very interesting, it will give you three artificial intelligence answers, you choose one yourself, you choose, in fact, it has feedback, then it will continue to optimize after getting feedback. So it's very likely that search will move to AI, because AI-powered search can be continuously optimized.
In addition, some time ago, Mr. Wanweigang recommended an artificial intelligence search company called Perplexity, I also used it recently, and I think the effect is very good, and it combines traditional search and artificial intelligence search. The characteristic of traditional search is that after the search is completed, a bunch of web pages are obtained, and the artificial intelligence search is directly to the conclusion.
For example, if you search for how many 1+1 is equal to, then the traditional search will give a lot of introduction to the web pages where 1+1 is equal to many, some of which may write 1+1=2, but there are also a few web pages that may write 1+1 is not equal to 2. Then the AI search will tell you straightforwardly 1+1=2.
But this Perplexy combines these two, which is to tell you the conclusion and also show where the conclusion came from, and the website source is also listed there, which is a fatal blow to Google.
In other words, artificial intelligence adds recommendations to important web pages found during these searches, and traditional search will have no advantage over it in the future.
Google, on the other hand, can't learn AI search because their tradition is to list these sites, and there's a little trick to it. Where? It's that it can insert ads through PPC, which is its main source of revenue.
So now if it's like artificial intelligence search, plus the direct conclusion of the induction, there must be only a very small number of people who will click on some web pages to verify the conclusion, and the web page that clicks on must not be a PPC website, because I click out must be a website related to the results, how can it be determined by your PPC.
This means that once AI search is combined with recommended relevant web pages, traditional search will be at an absolute disadvantage. In other words, not only OpenAI, not only Bing, not only Perplexity, I think there will be more and more artificial intelligence systems that provide this kind of search function in the future, and search may change from Google in the past to N more than one provider.
So you'll see that the search field will soon be in a crowded situation, especially if the rebels from all over the world are coming together to overthrow Qiang Qin, which is a very interesting situation.
We don't think it's clear who will be the winner of search in the future, but Google will be greatly affected, or even hit hard.
Why? One is that it can't respond, and after it responds, the bidding ranking can't be done, and its advertising will plummet, which accounts for a very large proportion of its business revenue.
The other is that it doesn't respond and can't do anything. It's very simple, others do artificial intelligence search, and they can't use advertising ranking to make profits, but people are entrepreneurs, and every penny snatched from your Google is an increase in revenue and profit, and you Google is a loss. So when the heroes compete with Qiang Qin, Qiang Qin's future fate has basically been determined.
Can Google make a turnaround? Our basic judgment is no. What can't? You get to our tech bootcamp and listen to us talk about the management structure of these tech companies.
In particular, technology companies have a problem of succession between the old and the new, that is, whether you are an entrepreneur or a businessman. This is not easy to keep, because the keeper must also master advanced technology, and after advanced technology comes, it cannot be just guarded.
For example, we recently talked about Apple's push for Vision Pro, which faces this problem. Cook is a defender, and he is not as decisive in his decisions as Jobs, so the Vision Pro doesn't look so strong right now.
These problems are common to technology companies, and if you want to learn more about them, you can take our tech bootcamp course.
But let me first give you a brief conclusion, that is, in terms of Google's management structure, it is almost impossible for a strong man to achieve major changes.
We always talk about looking at the forward-looking indicators of the enterprise, you want to judge whether the company is likely to change, what indicators do you want to look at?
Perhaps most people should not think that the company that Google acquired is called DeepMind, which is also the strongest department of Google's artificial intelligence, and the founder is called Demis Hassabis, who is British.
When Hassabis leaves, when Google is likely to improve its management. If Hassabis were still at Google, the situation would certainly not change, at most it would be a boiled frog in warm water, and it will gradually be killed in the end, because the race for the deer has already begun.
So we think, although OpenAI seems to be very bright this time, it is different from everyone, you say I want to search, I don't.
But I think it should be in line with public opinion. Why? Because search is indeed a fairly market-oriented business that we know, and this business artificial intelligence can indeed replace it, and others Perplexity is already doing it, why are you OpenAI still holding on to the pipa and half-covering it?
Moreover, OpenAI has such a big influence, such a big traffic, when you officially announce that you do a search, your traffic can be justified into income, you have better revenue profits, better ammunition, why not do it?
So I think OpenAI should not emphasize too much maverick, it must conform to public opinion, and artificial intelligence searches for this cake, and it should be grabbed.
In addition, this year is the 8th anniversary of the science and technology training camp, and the friends of the innovation map have prepared the 8th anniversary benefits for everyone, from May 1st to May 31st, that is, if you buy a member of the science and technology training camp this month, you can get two months of school hours.
Interested friends should seize the time to scan the QR code in the event poster below, sign up, and let us understand the future together in the science and technology training camp.
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Wang Yuquan has to be heard, and we'll see you tomorrow.