ChatGPT Tsuas yog 'Lub Ntsiab Ntawm Lub Iceberg' Hauv Cov Ntsiab Lus Tsim Kev Txawj Ntse; Npaj rau 'Ntau Yam Kev Sib Tham'

Artificial txawj ntse-powered ChatGPT tuaj txog rau cua daj cua dub cuaj lub lis piam dhau los, wowing lub ntiaj teb no tech nrog nws muaj peev xwm ua txhua yam los ntawm sau ib tug high school essay rau debugging complex computer code. Cov tub lag luam tau nrawm nrawm ntawm yuav ua li cas cov ntsiab lus tsim tawm tshiab los ntawm kev pib OpenAI ua rau muaj kev hem thawj rau Google Tshuag thiab kev tshawb fawb loj ntawm kev lag luam.




X



Tab sis ChatGPT yog ntau tshaj li qhov txaus ntshai rau Google thiab nws lub tuam txhab niam txiv Cov tsiaj ntawv (GOOGL). Thiab nws tsuas yog ib qho ntawm ntau "tsim AI" thev naus laus zis uas tuaj yeem ua rau muaj kev lag luam ntau los ntawm kev tsim cov ntawv, duab, video thiab computer programming code ntawm lawv tus kheej.

Cov thev naus laus zis sai sai ntes cov xim ntawm tech giants. Ib tug yog Microsoft (MSFT), uas tau nce ob npaug ntawm nws cov peev txheej thaum ntxov hauv lub tuam txhab. Microsoft tau hais tias Lub Ib Hlis 23 tias nws tau ua "ntau xyoo, ntau txhiab daus las peev" hauv OpenAI. Nws tau nqis peev $ 1 nphom hauv OpenAI nyob rau hauv 2019.

OpenAI lub Kaum Ib Hlis 30 tso tawm ntawm Sib tham GPT rau cov pej xeem tau cim thawj zaug xws li lub cuab yeej AI muaj zog tau pov tseg ntawm cov neeg siv internet zoo tib yam. Tsis tau AI thev naus laus zis tseem tab tom nrhiav kev siv hauv kev lag luam, kev tshaj tawm, kev tsim tshuaj, kev cog lus raug cai, kev ua si video, kev txhawb nqa cov neeg siv khoom thiab kos duab digital.

Kev cuam tshuam pom los

Qee tus kws tshuaj ntsuam Wall Street piv qhov tuaj txog ntawm generative AI uas tsim cov ntsiab lus rau Kua's (AAPL) launching lub iPhone nyob rau hauv 2008.

"Nws zoo li lub sijhawm uas muaj kev cuam tshuam ntau dhau los," said Sridhar Ramaswamy, tus tsim thiab tus thawj coj ntawm kev tshawb nrhiav hauv internet Neeva thiab yav dhau los Google tus thawj coj laus. Ramaswamy tau saib xyuas Google lub lag luam digital tshaj tawm rau tsib xyoos.

ChatGPT siv AI los tsim cov lus teb zoo li tib neeg los tshawb nrhiav cov lus nug raws li cov ntaub ntawv sau los ntawm Is Taws Nem. Nug nws los daws cov lus nug lej nyuaj thiab nws ua tiav hauv vib nas this. Koj tuaj yeem tau txais kev txhais lus sai sai ua lus Askiv ntawm cov ntawv hauv ib hom lus txawv teb chaws. Los yog muab nws cov lus nug ntawm dab tsi hauv koj lub tub yees thiab nws tuaj yeem tsim ntau tshaj li kaum ob daim ntawv qhia los ntawm cov ntsiab lus. Cov npe tsis muaj qhov kawg.

Thiab nws tsis xav tsis thoob tias ob peb hnub ntawm nws qhov kev tso tawm, ChatGPT muaj ntau dua 1 lab cov neeg siv.

Kev sib tw ChatGPT

Kom paub meej, qhov cuam tshuam ntawm kev txawj ntse ntawm tib neeg lub neej thiab lub ntiaj teb kev lag luam tau dhau los ua ntej. Lwm cov buzz-killers muaj peev xwm suav nrog loj huab xam cov nqi cuam tshuam nrog ChatGPT. OpenAI siv Microsoft lub huab suav caj npab los ua cov ntawv thov tshawb nrhiav.

Tsis tas li ntawd, ChatGPT tsis hloov kho nyob rau lub sijhawm tiag tiag los ntawm kev sib txuas hauv internet. Nws muaj kev paub tsawg txog tej yam uas tshwm sim tom qab 2021, thaum nws lub sijhawm kawm tiav. OpenAI tseem ceeb toom tias ChatGPT tsis zoo tag nrho, tshwj xeeb tshaj yog rau cov tub ntxhais kawm npaj siv nws los dag rau kev ua haujlwm hauv tsev kawm ntawv.

OpenAI ChatGPT screenshot
Daim ntawv ceeb toom los ntawm ChatGPT qhov chaw qhia rau cov neeg siv tias nws tau mus txog lub peev xwm thiab tsis tuaj yeem ua raws li cov neeg siv ntxiv.

Lub caij no, teeb meem kev txawj ntse tshwm sim txij li cov qauv AI generative scrape hauv internet rau cov ntsiab lus lawv xav tau los tsim cov khoom tshiab. Thiab cov thev naus laus zis AI tuaj yeem siv rau lub hom phiaj tsis zoo, hais tias, "deepfakes" hauv video lossis pab. khoos phis tawm computer tsim code. Tsawg kawg, OpenAI lees paub tias ChatGPT qee zaum tsim cov ntsiab lus tsis raug lossis tsis ncaj ncees lawm.

Tseem, frenzy tshaj ChatGPT yog tiag. Cov neeg siv thaum ntxov tau sim nrog ChatGPT, nug nws cov lus nug loj thiab tsis yog-qhov hnyav, tshawb xyuas qhov muaj zog thiab qhov tsis muaj zog.

Hauv thawj lub hlis, ChatGPT tau qhab nia ze li ib nrab ntawm cov neeg tuaj saib tshwj xeeb uas Microsoft lub Bing tshawb nrhiav cav kos.

OpenAI cov khoom siv suav nrog tsoo phab ntsa tom qab tawg hauv kev siv. Thaum nruab nrab Lub Ib Hlis, OpenAI tau hais tias ChatGPT yog "muaj peev xwm" thiab kev sib txuas rau nws cov huab cua nyob rau lub sijhawm tsis muaj.

Ntxiv rau qhov zoo thiab qhov tsis zoo, txawm li cas los xij, thiab cov tsim tawm AI zoo li nws yuav ua rau nws lub cim. Thiab Google Tshuag, ntawm lwm tus, yog nyob rau hauv nws txoj kev.

Artificial Intelligence: Natural Language Models  

Ramaswamy hais rau Investor's Business Daily, "Kev tshawb nrhiav hauv Is Taws Nem tiag tiag tsis tau tsim kho txij li tus qauv them ib-nias uas Google tau pib yuav luag 20 xyoo dhau los," “Yog li tus qauv kev lag luam yog siav rau kev cuam tshuam. Kuv xav tias peb nyob rau ntawm qhov pib ntawm kev hloov pauv loj hauv kev tshawb nrhiav yuav ua li cas thiab yuav ua li cas AI yuav tsim cov kev paub zoo dua rau cov neeg siv. "

ChatGPT OpenAI artificial intelligence screen shot
Thaum nruab nrab Lub Ib Hlis, OpenAI tau hais tias ChatGPT yog "muaj peev xwm" thiab kev sib txuas rau nws cov huab cua nyob rau lub sijhawm tsis muaj. (Tada Duab / Shutterstock)

Thaum Neeva lub tshuab tshawb nrhiav tsis pub tshaj tawm, nws them tus nqi $ 5.99 txhua hli rau kev nkag. Nws yog nyob rau theem pib ntawm kev siv generative AI.

OpenAI tsim cov nyiaj tau los feem ntau tam sim no los ntawm kev ua AI cov cuab yeej muaj rau cov neeg tsim khoom. Lub tuam txhab tau sim ChatGPT Ntxiv, chatbot version rau cov neeg siv lag luam. Hauv kev sim, OpenAI them $ 20 txhua hli rau ChatGPT Plus.

Tus yuam sij rau kev nce ntawm AI generative yog kev txhim kho cov lus ua qauv uas pab cov khoos phis tawj nkag siab txog txoj kev uas tib neeg sau thiab hais lus. OpenAI yog ib feem ntawm nthwv dej ntawm NLP startups uas suav nrog AI21 Labs, Anthropic, Cohere thiab lwm yam.

Google thiab Anthropic thaum Lub Ob Hlis 3 tshaj tawm kev sib koom tes. Raws li ib feem ntawm qhov kev pom zoo, Google tau nqis peev $ 300 lab hauv Anthropic, hais tias tsab ntawv ceeb toom. Google shares tau poob 2.5% rau hnub Friday, feem ntau yog vim lub tuam txhab cov nyiaj tau los ntawm hnub Thursday.

Cov qauv lus loj muab lub tsev thaiv los tsim cov ntawv thov. Cov qauv no txheej txheem "qhia," xws li kev tshawb nrhiav hauv internet, uas piav qhia txog yam uas tus neeg siv xav tau.

Microsoft npaj los koom ua ke AI cov cuab yeej xws li ChatGPT rau hauv tag nrho nws cov khoom, suav nrog nws lub tshuab tshawb nrhiav Bing.

AI Startups Leverage Generative AI  

Microsoft twb tau koom nrog OpenAI's Dall-E2 cov cuab yeej rau hauv nws cov duab tsim software. Dall-E2 hloov cov ntawv sau rau hauv cov duab. OpenAI's generative AI kuj tseem tuaj yeem txhim kho email platform Outlook, cov cuab yeej nthuav qhia thiab cov cuab yeej ua haujlwm hauv chaw ua haujlwm xws li Lo Lus.

Neeva Search engine
Thaum Neeva lub tshuab tshawb nrhiav tsis pub tshaj tawm, nws them tus nqi $ 5.99 txhua hli rau kev nkag. (Poetra.RH/Shutterstock)

Ntau lub tuam txhab thev naus laus zis tab tom sib tw los koom ua ke AI generative rau hauv cov khoom.

Austin, Texas-based Jasper, lub tuam txhab kev lag luam software, them OpenAI rau kev nkag mus rau GPT3, nws cov qauv lus qub. Jasper lub tuam txhab kev lag luam cov neeg siv khoom piav qhia ua hom lus lawv xav kom Jasper sau.

Jasper's AI platform tsim cov ntsiab lus rau cov ntawv blog, social media posts, luam lub vev xaib thiab ntau dua. Tsis ntev los no nws tau nce $ 125 lab ntawm tus nqi uas muaj nqis rau lub tuam txhab ntawm $ 1.5 billion.

Lub caij no, cov tuam txhab pib ua lag luam suav nrog Adept, Inflection AI, Character.AI thiab lwm tus lub hom phiaj kom ua haujlwm software ua haujlwm thiab sib koom ua ke generative AI rau hauv daim ntawv thov thib peb.

ChatGPT: Enterprise Software Hloov pauv?

Ntawm Wolfe Kev Tshawb Fawb, kws tshuaj ntsuam Alex Zukin xav kom muaj ntau yam software tuam txhab xws li HubSpot (TSHAJ), Intuit (INT) thiab Paycom (PAYC) los tsim cov generative AI rau hauv lawv cov khoom.

OpenAI artificial intelligence at Microsoft
Ib tus kws tshuaj ntsuam hais tias software loj Microsoft tau twv ua liaj ua teb ntawm OpenAI's artificial txawj ntse platform. (Ascannio/Shutterstock)

"Kuv xav tias qhov nce ntawm AI generative muaj peev xwm ua rau muaj kev cuam tshuam, yog tias tsis muaj kev cuam tshuam ntau dua, rau kev lag luam software xws li huab xam thiab SaaS (software-as-a-service)," Zukin hais rau IBD. "Microsoft tab tom twv ua liaj ua teb ntawm OpenAI, thiab peb xav tias qhov no tsuas yog qhov kawg ntawm cov dej khov."

Meanwhile, Barclays pom upside rau lub website developers xws li GoDaddy (GDDY), Khw Tshaj Tawm (KAV) thiab Wix (CUAV).

Generative AI thev naus laus zis tab tom nrhiav cov ntawv thov hauv cov ntawv cog lus raug cai, kev sau ntawv, kev ua yeeb yaj kiab video, kev txhawb nqa cov neeg siv khoom, computer programming thiab digital art. Cov tuam tsev lag luam yog nyob ntawm cov neeg siv khoom thaum ntxov, hais tias Thomas Davenport, tus xibfwb ntawm Babson College.

"Rau kev ua haujlwm muaj tswv yim yuav muaj cov tuam txhab uas tau txais kev hloov pauv," said Davenport, co-sau ntawm "All-in on AI: Yuav Ua Li Cas Cov Tuam Txhab Ntse Yeej Loj Nrog Artificial Intelligence."

Nws hais ntxiv tias, "Ntau lub tuam txhab ua cov qauv AI generative. Qee qhov yog qhib-qhov chaw, thaum qee qhov yog tus tswv. Nws hloov pauv sai heev. "

Venture Capital dhia mus rau hauv Generative AI

Qee tus tsim cov qauv lus loj, xws li Cohere thiab AI21 Labs, muag lawv tus kheej cov khoom hauv kev lag luam lag luam. Lwm tus ua lawv cov qauv pub dawb rau cov tsim software.

Ib cag ntawm OpenAI, lwm qhov kev pib tau txais txiaj ntsig zoo yog Stability AI, tus tsim tawm ntawm cov ntawv qhib-rau-cov duab generator Stable Diffusion.

Cov kev lag luam pib tsom rau kev zam, e-lag luam, tsim tshuaj, cov yeeb yaj kiab tus kheej thiab lub computer pom muaj xws li Veesual AI, Runway, Ordaos Bio, Paige.AI, Synthesis AI, Character.AI thiab Tavus.

Artificial intelligence OpenAI
Gartner kwv yees tias AI generative yuav raug siv los tshawb pom 30% ntawm cov tshuaj tshiab thiab cov khoom lag luam los ntawm 2025. (©AndSus — stock.adobe.com)

Raws li PitchBook, venture peev peev hauv generative AI dhia mus rau $ 1.37 nphom hauv 2022 - yuav luag ntau npaum li tau nqis peev hauv tag nrho tsib xyoos dhau los ua ke.

Cov Pharma Loj Lub Hom Phiaj Tshuaj Tshawb Nrhiav

Lub tuam txhab tshawb fawb Gartner tau kwv yees tias cov khoom siv AI yuav raug siv los tshawb pom 30% ntawm cov tshuaj tshiab thiab cov khoom lag luam los ntawm 2025, nce ntawm xoom xyoo tas los.

Gartner tus kws tshuaj ntsuam Brian Burke hais rau IBD tias cov tuam txhab tshuaj siv cov khoom siv AI los tsim cov khoom lossis kev ua haujlwm ntawm cov qauv protein uas tsom cov kab mob.

Nws tau hais tias "Zoo tag nrho cov chaw muag tshuaj loj thiab ntau lub chaw muag tshuaj me me tab tom ua haujlwm ntawm AI generative," nws hais. “Nws tau nyob hauv kev txhim kho ob peb xyoos. Qee cov tshuaj muaj nyob rau hauv kev sim tshuaj tam sim no. Nws yuav yog qhov kev hloov pauv loj hauv kev lag luam tshuaj. "


Yuav Ua Li Cas Koj Online Broker Ua Hauv IBD's 2023 Qhov Zoo Tshaj Plaws Online Broker Survey?


BioXcel Kev Kho Mob (BTAI) yog cov tuam txhab biotech siv AI hauv kev tshawb nrhiav tshuaj.

Generative AI yuav tsum muaj lub zog suav loj - cov ntaub ntawv muaj peev xwm siv tau xws li kev kawm tshuab thiab neural networks los txheeb xyuas cov qauv hauv cov ntawv nyeem, duab, suab kaw thiab lwm qhov chaw digital. Neural tes hauj lwm yog qauv ntawm tib neeg lub hlwb.

Cov tshuab kev kawm tshuab tsom xam cov ntaub ntawv loj loj los qhia cov software algorithms uas underlie loj hom lus. Kev kawm tob AI cov cuab yeej ua haujlwm zoo rau cov haujlwm tshwj xeeb, xws li tsim cov ntawv nyeem tib neeg.

SambaNova Backers suav nrog Intel, Google

Ib tiam thib plaub ntawm OpenAI tus qauv lus loj, GPT-4, yuav tsum tau tshaj tawm hauv 2023. OpenAI tau hais tias cov ntaub ntawv hauv paus ntawm GPT-4 yuav tsis loj dua GPT-3, uas tau kawm ntawm 175. billion "parameters." Tab sis GPT-4 yuav siv ntau dua suav zog.

SambaNova datascale
SambaNova, ib lub tuam txhab pib lag luam chip uas tau txais txiaj ntsig zoo, tab tom tsom mus rau kev lag luam nyiaj txiag, lub zog thiab kev noj qab haus huv siv AI. (SambaNova)

Lub caij no, chipmaker Nvidia (NVDA) muab cov cuab yeej tsim kho software los tsim cov ntawv thov kev txawj ntse. Nvidia kuj tau tsim nws tus kheej cov qauv lus loj. Nyiaj tau los rau NVDA stock yog yuav txog lub Ob Hlis 22.

Thaum Lub Kaum Ib Hlis, Nvidia tau pom zoo koom tes nrog Microsoft los tsim lub tshuab huab cua tshiab supercomputer los ua cov haujlwm AI.

lwm yam chipmakers kuj tuaj yeem tau txais kev txhawb nqa los ntawm ChatGPT-hom apps. Advanced Micro Devices (AMD), rau ib tug yog leaning rau AI project.

Ib tus Nvidia nti sib tw, tau txais nyiaj txiag zoo pib SambaNova, tab tom tsom mus rau kev lag luam nyiaj txiag, lub zog thiab kev noj qab haus huv. Palo Alto-based SambaNova cov tub ua lag luam suav nrog BlackRock, Intel's (INTC) Intel Capital unit thiab Alphabet venture arm GV, yav tas los Google Ventures. Nws tsim pretrained, kev cai qauv siv OpenAI's GPT-3.

SambaNova cov neeg siv khoom loj tshaj plaws yog US tsoomfwv cov chaw tshawb fawb. Nws tab tom tsim lub AI supercomputer nrog Hungary OTP Bank.

"Tam sim no peb tab tom ua lub ntiaj teb hloov pauv los ntawm kev xav txog dab tsi muaj peev xwm siv AI rau kev tsim khoom," Tus Thawj Coj Rodrigo Liang hais rau IBD. "Peb tab tom noj ChatGPT thiab cov qauv lus loj no thiab, hauv tuam txhab nyiaj thiab lwm yam kev siv, hloov lawv mus rau hauv cov khoom muaj txiaj ntsig uas txuag nyiaj lag luam, uas cuam tshuam cov neeg siv khoom zoo dua."

Lub caij no, Babson tus xibfwb Davenport hais tias AI generative thaum kawg tuaj yeem pab thawb AI thev naus laus zis mus rau hauv lub ntsiab hauv kev lag luam lag luam. Feem ntau cov tuam txhab siv AI cov cuab yeej los pom cov qauv thiab ua kev kwv yees rau cov apps xws li kev dag ntxias thiab tshawb nrhiav lub zog.

ChatGPT: Muaj Kev hem thawj rau Google Tshuag?

Nws tau hais tias "Kev ua phem rau AI tau mus qeeb dua li qee tus neeg yuav xav," nws hais. "Muaj ntau lub tuam txhab tau sim tab sis (tus naj npawb ntawm) cov uas muaj cov ntawv thov siv ntau heev tseem tsawg heev. Nws tsis yooj yim. "

Google Tshuag
Amid qhov nce sai ntawm OpenAI / Microsoft kev koom tes, lub ntsiab lus kub ntawm Wall Street yog qhov nws txhais tau li cas rau Google Tshuag. (Google)

Cloud computing tuam txhab uas muag xws li Amazon Web Services, ib feem ntawm Amazon.com (AMZN), thiab Google muag AI analytical kev pabcuam rau cov neeg siv khoom lag luam. Qhov ntawd ua rau nws yooj yim dua rau cov tuam txhab los bootstrap AI daim ntawv thov yog tias lawv tsis muaj peev txheej sab hauv los qhia cov qauv ntawm cov ntaub ntawv hauv paus.

Cov tuam txhab kev lag luam huab tau ntxhov siab los txhawb nqa AI lub peev xwm. Google's cloud computing caj npab tau koom tes nrog Cohere los muab cov kev pabcuam AI. Kev ruaj ntseg AI thiab kev tshawb nrhiav cav pib Neeva ob leeg siv Amazon Web Services.

Amid qhov nce sai ntawm OpenAI / Microsoft kev koom tes, lub ntsiab lus kub ntawm Wall Street yog qhov nws txhais tau li cas rau Google Tshuag. Google khaws txog 57% ntawm nws cov nyiaj tau los ntawm kev tshawb nrhiav cov khoom. Google tswj 75% ntawm cov nyiaj tshawb nrhiav lag luam thaum Microsoft's Bing muaj 5%, hais tias Barclay's report.

ChatGPT Muab Cov Lus Teb

ChatGPT ua rau muaj kev hem thawj rau Google Tshuag rau qee cov lus nug, DA Davidson tus kws tshuaj ntsuam xyuas Gil Luria tau hais hauv tsab ntawv.

Waymo Google stock
Google-niam txiv tus tsiaj ntawv siv kev txawj ntse txawj ntse hauv nws cov lag luam tseem ceeb thiab cov haujlwm ntev xws li kev tswj hwm lub tsheb Waymo. (Waymo)

“Google pab koj nrhiav cov lus teb; ChatGPT muab cov lus teb, ”tus kws tshuaj ntsuam Google Tshuag tau hais. Raws li cov neeg thuam taw qhia, txawm li cas los xij, ChatGPT qee zaum muab cov lus teb tsis raug lossis tsis ncaj ncees lawm.

Lub caij no, Google-niam ntawv niam ntawv siv cov kev txawj ntse txawj ntse hauv nws cov lag luam tseem ceeb thiab cov haujlwm ntev xws li nws lub tsheb tsav tsheb Waymo. Google kuj tseem siv AI los xa cov txiaj ntsig tshawb fawb hauv web thiab cuam tshuam txog kev tshaj tawm digital.

Hauv blog, Google tsis ntev los no touted nws cov AI innovation. "Peb cia siab tias yuav nthuav tawm cov qauv AI tshiab, thiab cov khoom lag luam tuaj yeem nthuav tawm sai li sai tau tom ntej Google IO qhov kev tshwm sim loj hauv lub Tsib Hlis 2023," said Bank of America daim ntawv tshaj tawm.

Tsis tas li, Google muaj DeepMind Technologies, lub chaw tshawb fawb AI hauv UK. Cov tsiaj ntawv tau txais DeepMind rau $ 500 lab hauv 2014.

Raws li Bank of America, DeepMind muaj txog $ 1.05 nphom hauv cov nyiaj tau los hauv 2020 thiab tau txais txiaj ntsig xyoo ntawd. DeepMind nyob rau hauv 2021 spun tawm ntawm cov tsiaj ntawv tshiab venture hu ua Isomorphic Laboratories, mob siab rau nrhiav tshuaj.

Puas yuav Google Risk Ntxiv Chatbots Mus Nrhiav?

Tsis tas li ntawd, Google tau tsim cov cuab yeej AI hu ua Language Model for Dialog Applications, lossis LaMDA, uas siv thev naus laus zis zoo ib yam li OpenAI's. LaMDA yog tsim los rau kev sib tham thaum ChatGPT yog cov ntawv nyeem.

ChatGPT bing google

"Nyob rau ntawm AI, nws yog lub sijhawm zoo siab heev," Google Tus Thawj Coj Sundar Pichai tau hais rau lub tuam txhab cov nyiaj tau los peb lub hlis thib plaub hu nrog cov kws tshuaj ntsuam hnub Thursday.

"Kuv xav tias peb tau nqis peev ib ntus, thiab nws pom tseeb tias kev ua lag luam tau npaj txhij. Cov neeg siv khoom txaus siab sim ua qhov kev paub tshiab, "Pichai hais. "Kuv xav tias kuv zoo siab nrog txhua qhov kev nqis peev uas peb tau ua kom paub tseeb tias peb tuaj yeem txhim kho AI lub luag haujlwm. Thiab peb yuav ceev faj. "

Google npaj yuav ua nws tus kheej hom lus loj, xws li LaMDA, muaj rau pej xeem. Google hais tias nws yuav muab cov cuab yeej rau software tsim tawm, cov neeg tsim cov ntsiab lus thiab cov neeg koom tes uas ua rau lawv tsim cov ntawv thov kev txawj ntse.

Pichai tau hais tias cov neeg siv khoom lag luam, xws li kev sib tham AI txhim kho kev tshawb nrhiav, yuav raug nthuav tawm nyob rau hauv "lub lim tiam thiab hli tom ntej."

Kev nqis peev hnyav los ntawm Google

"Google tau nqis peev ntau hauv kev kawm tshuab thiab kev txawj ntse," Google tus kws tshuaj ntsuam xyuas khoom lag luam Mark Mahaney los ntawm Evercore ISI tau hais. "Nws muaj daim ntawv thov ChatGPT uas zoo li yog tias tsis zoo dua. Kuv tuaj yeem ua yuam kev - tej zaum qhov no yog qhov pib ntawm qhov kawg rau Google, tab sis kuv tsis ntseeg qhov ntawd. "

Open AI's ChatGPT and Dall E
Qee qhov muab ntawm OpenAI lub vev xaib. (Davor Puklavec/Pixsell/Newscom)

Txawm hais tias muaj kev ntxhov siab txog OpenAI thiab Microsoft, Google Tshuag tau nce ze li ntawm 20% hauv 2023, ua ntej ntawm tag nrho cov khoom lag luam loj.

Raws li ib tsab ntawv ceeb toom, Google tam sim no npaj yuav embed chatbot nta rau hauv nws lub cav tshawb nrhiav. Tab sis Google tsis tuaj yeem tso tawm cov khoom tsis raug uas siv cov khoom siv AI, hais tias UBS tsab ntawv ceeb toom ntawm ChatGPT.

"Google tsis tuaj yeem them taus rau nws cov txiaj ntsig kev tshawb fawb nrog kev ua yuam kev, kev tsis ncaj ncees lossis cov txiaj ntsig tshuaj lom uas tuaj yeem tshwm sim nrog cov qauv no," UBS tus kws tshuaj ntsuam Lloyd Walmsley tau hais hauv daim ntawv.

"Kev Tshawb Fawb yog Google cov khoom lag luam tseem ceeb thiab tus tsim nyiaj txiag. Cov neeg ua si me me xws li Bing, DuckDuckGo thiab Neeva tuaj yeem ua rau muaj kev pheej hmoo uas Google yuav ib txwm zam, "tus kws tshuaj ntsuam xyuas hauv Google tau hais ntxiv. "Qhov no ua rau Google muaj kev pheej hmoo los txiav txim siab ntawm kev poob cov lus nug lossis kev sib tw cov khoom lag luam uas tuaj yeem txo qhov zoo."

Lwm qhov kev pom yog tias muab chatbot nta rau hauv nws cov khoom tshawb nrhiav yuav txo qis Google cov nyiaj tau los vim yog kev suav xav tau. Morgan Stanley tus kws tshuaj ntsuam Brian Nowak kwv yees hauv tsab ntawv tshaj tawm tias ChatGPT tus nqi ib nqe lus nug yog kwv yees li xya npaug ntawm Google tus nqi tshawb nrhiav.

OpenAI puas tuaj yeem tsim cov nyiaj tau los, lossis tsuas yog cov ntsiab lus?

Txawm li cas los xij, Nowak cia siab tias cov khoom siv AI yuav tawm mus.

"Peb ntseeg tias AI cov cuab yeej yuav yog qhov tseem ceeb rau kev tsav tsheb tiam tom ntej ntawm cov neeg siv khoom thiab kev lag luam apps thiab cov cuab yeej zoo ib yam li lub xov tooj ntawm tes 10-ntxiv rau xyoo dhau los," nws hais hauv tsab ntawv tshaj tawm.

Tseem, OpenAI kev lag luam tuaj yeem yog qhov teeb meem. Qee cov kws tshuaj ntsuam kwv yees OpenAI cov nqi txhua xyoo los khiav ChatGPT ntawm Microsoft lub huab xam kev lag luam ntawm $ 1 billion. "Tus nqi suav yog qhov muag pom," OpenAI Tus Thawj Coj Sam Altman ib zaug tshaj tawm hauv Twitter.

Nrog nws $ 1 nphom kev nqis peev hauv 2019, Microsoft tau txeeb OpenAI deb ntawm Google ua tus neeg siv khoom huab. OpenAI pom zoo siv Microsoft's Azure hloov. Microsoft nyuam qhuav tshaj tawm cov lus qhia tsis muaj zog rau nws lub tshuab xam zauv huab.

Microsoft kuj tau txais txoj cai tshwj xeeb rau qee qhov hauv qab AI thev naus laus zis. Lub caij no, Microsoft lub 2023 peev tuaj yeem muab nws ib 49% koom nrog hauv OpenAI, raws li qhia. Microsoft tsis tau nthuav tawm cov ntsiab lus nyiaj txiag ntawm OpenAI kev koom tes.

OpenAI lub hom phiaj kom tsim tau $ 200 lab nyiaj tau los hauv 2023 thiab $ 1 nphom hauv 2024.

Ua raws li Reinhardt Krause hauv Twitter @reinhardtk_tech rau cov kev hloov tshiab ntawm 5G wireless, kev txawj ntse tsim, cybersecurity thiab huab xam.

KOJ UA LI CAS:

IBD Digital: Txhim Kho IBD Daim Ntawv Teev Khoom Tseem Ceeb, Cov Cuab Yeej Thiab Cuam Tshuam Hnub no

Kawm Yuav Sij Hawm Li Cas Kev Ua Lag Luam Nrog IBD Txoj Kev Lag Luam Li ETF

Yuav Siv Li Cas 10-Lub Limtiam Tsiv Nruab Nrab Rau Kev Yuav Thiab Muag

Tau Txais IBD Cov Ntawv Xov Xwm Dawb: Ua Lag Luam Prep | Tech Qhia | Kev Ua Lag Luam Li Cas

Tau qhov twg los: https://www.investors.com/news/technology/chatgpt-is-just-the-tip-of-the-iceberg-in-content-creating-artificial-intelligence-get-ready-for-a- lot-of-disruption/?src=A00220&yptr=yahoo