Yuav Lub Hype? AI Frenzy muaj cov khoom lag luam nce thiab poob qis-Tab sis Morgan Stanley hu xov tooj rau 'Kev sib tw hnyav'

Tojsiab

Cov tuam txhab lag luam - coj los ntawm cov tuam txhab thev naus laus zis Microsoft thiab Cov Ntawv Sau - tau tshaj tawm cov lus qhia siab rau hauv kev txawj ntse thaum muaj kev loj hlob hype nyob ib ncig ntawm AI-nruab chatbot ChatGPT, thiab txawm tias qee cov khoom lag luam twb tau pib tso tseg qee qhov ntawm lawv cov AI-fueled nce, cov kws tshuaj ntsuam. zoo li yog bullish tag nrho hais tias lub tshuab yuav tsim cov nqi lag luam tiag tiag nyob rau yav tom ntej.

Cov Lus Tseem Ceeb

Generative AI, lub ntsiab lus algorithms siv los tsim qhov zoo li cov ntsiab lus tsim los ntawm tib neeg, yog "qhia tag nrho cov cim ib txwm muaj ntawm hype," Morgan Stanley cov kws tshuaj ntsuam coj los ntawm Edward Stanley tau sau rau hnub Thursday rau cov neeg siv khoom, taw qhia rau "social media ncha. Chambers, exponential venture funding and a polarized media” nyob ib ncig ntawm ChatGPT tus tsim, OpenAI.

Tau ntau xyoo, kev nqis peev fads xws li meme cov khoom lag luam mus rau cannabis thaum kawg tau txias, cov kws tshuaj ntsuam xyuas, ua ntej tshaj tawm: "Txawm li cas los xij, ib yam dab tsi qhia tias AI hype tsim nyog xav txog tiag tiag. . . cov khoom lag luam haum. "

Cov kws tshuaj ntsuam taw qhia rau ChatGPT qhov kev loj hlob sai heev txij li pib thaum lub Kaum Ib Hlis - ua rau nws "qhov chaw nrawm tshaj plaws rau ib lab tus neeg siv asd ceev tshaj plaws rau 100 lab qhov chaw saib"-raws li cov pov thawj generative AI tuaj yeem dhau los ua "kev sib tw loj" los tsim "kev cuam tshuam kev lag luam tiag."

"Kev ua tsov rog AI tab tom ua kom sov," Bank of America cov kws tshuaj ntsuam tau hais rau cov neeg siv khoom hnub Monday, hais txog Alphabet cov lus tshaj tawm tias nws yuav tso tawm ChatGPT tus neeg sib tw hu ua Bard rau pej xeem "nyob rau lub asthiv tom ntej."

Txawm tias ib txhia tau ua tsis ntseeg ntawm Google niam txiv cov lus tshaj tawm AI, Bank of America sau tseg cov thev naus laus zis loj "tau npaj zoo nrog xyoo ntawm kev nqis peev hauv thev naus laus zis," thiab muaj "kev faib khoom loj" nrog iOS thiab Android.

Cov kws tshuaj ntsuam kuj tseem muaj kev txhawb siab rau Microsoft's AI thawb, suav nrog kwv yees li $ 10 nphom kev nqis peev hauv OpenAI uas yuav pab txhawb ChatGPT cov thev naus laus zis nrog Microsoft's Bing tshawb fawb cav - kev txav Wedbush tus kws tshuaj ntsuam Dan Ives tau hais tias yuav tsum "tshaj lub vev xaib tshawb nrhiav kev lag luam los ntawm kev sib koom ua lag luam. ”

Contra

Lub hype kuj tau garnered ntau skeptics. Shares ntawm Niam Ntawv tau poob ze li ntawm 8% rau hnub Thursday tom qab tshaj tawm tias Bard cov khoom tshaj tawm muaj cov ntaub ntawv tsis raug, thiab Baidu cov khoom lag luam zoo sib xws tom qab ib qho ceeb toom los ntawm Shanghai Tshuag Txauv. “Thov ua tib zoo mloog. . . zam kev pheej hmoo peev, hype, txiav txim siab muaj txiaj ntsig, thiab ua lag luam ua tib zoo ua lag luam, "kev sib pauv tau hais hauv daim ntawv teev npe txog peb tus lej feem pua ​​​​nce hauv feem ntawm Shanghai-listed AI tuam txhab.

Tsis meej

"Chatbots tej zaum yuav muab rau cov neeg siv khoom lawv thawj qhov kev paub dhau los nrog AI, tab sis lawv yog ib qho kev qhia piv rau qhov kev siv thev naus laus zis no yuav siv thiab tau nyiaj los ntawm cov tuam txhab," hais tias Vital Knowledge kws tshuaj ntsuam Adam Crisafulli, taw qhia tias Facebook niam txiv Meta tau siv AI rau. kov yeej iOS kev txwv tsis pub lwm tus paub thiab tawm tsam TikTok, thaum Oracle's Autonomous Database tau pab txhim kho cov ntaub ntawv niaj hnub saib xyuas yam tsis muaj kev cuam tshuam tib neeg.

Tus Keeb Kwm Tseem Ceeb

Artificial txawj ntse thev naus laus zis tau kos cov kiv cua loj heev los ntawm cov tub ua lag luam xyoo no thaum muaj kev nyiam ntawm ChatGPT, uas tau pib thaum lub Kaum Ib Hlis thiab tau pab OpenAI. nab ib qho staggering $ 29 billion tus nqi. Alphabet's Bard tshaj tawm tuaj ib hnub ua ntej Microsoft tuav lub rooj sib tham xov xwm los tshaj tawm kev nqis peev hauv OpenAI uas tau pab koom nrog Silicon Valley staple nce ze li 20% nyob rau lub hli dhau los. "Qhov no tsuas yog thawj kauj ruam ntawm AI pem hauv ntej," Ives hais rau cov neeg siv khoom hauv daim ntawv tom qab qhov kev tshwm sim, rov hais dua qhov ua tau zoo tshaj plaws rau kev sib koom.

ntxiv nyeem ntawv

Cov tsiaj ntawv Tshuag Plunge lwv $ 100 nphom tom qab tshiab AI Chatbot muab cov lus teb tsis raug hauv Ad (Forbes)

'AI Ua Ntej' Kom Kawg: Yuav Ua Li Cas Google Poob Qab Hauv AI Boom (Forbes)

Bill Gates Ntawm Kev Qhia OpenAI, Microsoft Thiab Vim Li Cas AI Yog 'Lub Ntsiab Tseem Ceeb Ntawm 2023' (Forbes)

Sab hauv ChatGPT's Breakout Moment Thiab Kev Sib Tw Los Muab AI Ua Haujlwm (Forbes)