Ma Huateng's AI Centennial Theory

Tech 2023-05-24 10:34:04 Source: Network

Original Zhen Science Qin Shuo's Circle of FriendsThis is the numberfive thousand two hundred and sevenOriginal first articleWord count 3k+| Qin Shuo's MomentsI am an investment oriented person who started learning Python in order to keep up with AI, and I am determined to become one of the programmers. Among the founders of the internet, I admire Ma Huateng the most because he comes from a programmer background

Original Zhen Science Qin Shuo's Circle of Friends

This is the numberfive thousand two hundred and sevenOriginal first articleWord count 3k+

| Qin Shuo's Moments

I am an investment oriented person who started learning Python in order to keep up with AI, and I am determined to become one of the programmers. Among the founders of the internet, I admire Ma Huateng the most because he comes from a programmer background. At the recent Tencent shareholders' meeting, "veteran programmer" Ma Huateng expressed his views on AI.

Gates and Musk, two hardcore programmers, achieved OpenAI. These two code farmers wrote code to make money and change the world when they were in high school.

There is a huge difference between programmers' thinking and those who engage in offline business. Programmer thinking is:

1. Problem oriented; 2. Efficient and systematic problem-solving; 3. Rigorous; 4. Continuous learning; 5. Innovation and self-improvement.

In 1999, I first touched my computer in the computer room and added the QQ of my female classmate on the next computer slot. The number has 8 digits. Now, I spend at least 8 hours a day on WeChat, which is my second brain storage.

In my personal opinion, Tencent is one of the few companies that relies heavily on pure online product power rather than offline commercial power to sustain success.

So, Ma Huateng's viewpoint on AI, I want to chew every word and read it.

The quoted words of Ma Huateng in official media are:

We initially thought that AI was a once-in-a-decade opportunity for the internet, but the more we thought about it, the more we realized it was a once-in-a-century opportunity similar to the industrial revolution that invented electricity(This is abbreviated as the Centennial Theory.)

For the Industrial Revolution, taking out the light bulb a month earlier is not that important in terms of a long time span

The key is to solidly do a good job in the underlying algorithms, computing power, and data, and more importantly, to implement scenarios. Currently, (we) are still doing some thinking. I feel that many companies are too urgent now, and it feels like they are trying to boost stock prices. We have never been in this style

Discovering which businesses and past businesses can generate 1+1 greater than 2 benefits, utilizing one's past experience and being able to achieve the best level in the industry, and constantly thinking about this will increase one's motivation

The above is 248 words with punctuation, and there are not many words. There are a total of four key points, so I dare to share my opinion.

AI is a once-in-a-century opportunity

If someone says AI is a century old opportunity, I don't believe it. I have heard enough of the once in a century pie talk in venture capital.

But now it's Ma Huateng, a rigorous programmer with engineer thinking, a seasoned internet veteran, and someone who doesn't need to manipulate stock prices, who says such amazing things. (Please note that I don't need to flatter...)

Believe it or not, I originally thought so, but now I am even more convinced.

1000 years ago, printing was invented, and those who pursue it must learn to write and read. Those who can read are talents. In the 1960s, elementary school students were top students, but now graduate students are everywhere.People who will not use AI in the future are approximately illiterate.

In the century long opportunity, what can everyone do and what should they do?

Anyway, I can already use AI to write articles, research projects, and write code. An efficient choice for office work, stunning everyone.

To start a business, the strong wind has already risen. Years later, it's like looking back at the first generation of internet giants founded around 1999. AI will redo all current business forms. There will also be new AI native applications.The future AI giants will also be established around 2023.

Don't worry about the macro economy if you want to invest. Around 1999, it was also a capital cold winter, and the aftermath of the Asian financial crisis was still lingering. RMB funds had not yet received tens of millions of bullets, and the result of not daring to invest was that the first generation of internet giants were plucked by US dollar funds.

The success rate of AI entrepreneurship is extremely low, making it a true venture capital game. Entrepreneurs should not look for fake VCs or investors who play pre IPOs, as they do not have such great "courage".

Shareholders' courage is quite strong. AI concept stocks, once you get them, steal the fun. Who would have expected that 15 years later, China National Petroleum Corporation (CNPC) saw the hope of resolving the situation through its "China Special Evaluation". That's right, AI is really the "oil in the new economy".

Algorithms, computing power, data, and scenarios are key

In terms of algorithms, more than ten major domestic factories are launching large models. Some people study independently, while others play cards. In theory, I can launch a big model tomorrow - replacing it with an open source model.

Tencent is the most low-key company in this field, currently only promoting a new generation of computing power cluster for large model training. The product form of QQ and WeChat, as well as chat robots and text, have been relatively recent, but Tencent has not said it wants to make a big model. Friends need computational power to make large models.

Interestingly, domestic companies are rushing to catch up with OpenAI on big models, while OpenAI and Google are worried about being killed by open source models.

The open source community is rapidly building large models with comparable ChatGPT capabilities around Meta's LLaMA open source model. Stanford University's Alpaca claims to be able to compete with ChatGPT, allowing anyone to replicate a large model at a cost of just $600.

The reason OpenAI gave itself for not being open source is that GPT4 is too powerful. Once open source is used by bad people, the villains who destroy the world in movies are born. This is the truth.

The godfather of AI, Geoffrey Hinton, resigned from Google at the age of 75 and regretted his lifelong research, believing that AI was quite terrifying.

The founder of OpenAI strongly and proactively demanded government regulation.A company voluntarily requests to be regulated, almost unheard of throughout history, both domestically and internationally. Since the launch of ChatGPT, all events have been Hollywood blockbusters without adaptation.

At a hearing in the United States Congress on artificial intelligence regulation, a senator used AI generated fake voices to imitate himself, saying, "We often see what happens when technology exceeds regulation, which deepens the abuse of personal information, the proliferation of false information, and social injustice.

The IBM Chief Privacy and Trust Officer sitting next to him said, "It's amazing how artificial intelligence can produce such realistic audio, and the potential applications are terrifying

The false content generated by AI infringes on others' privacy and copyright, which is a real threat.After AI Stefanie Sun's popularity, there will be lawsuits entangled.

In terms of data, the low quality of repetitive articles, robots, and rampant advertising on the Chinese internet have resulted in a lack of standardized training sets, which has led to the training of Chinese models consistently falling behind English.

I often use the WeChat Reading app, and using the vast and high-quality e-books of WeChat Reading as the training foundation is a huge data advantage. Hundreds of millions of Chinese people spend their days on WeChat, giving Tencent the opportunity to access the most comprehensive data of the Chinese people.

A big model that includes public information and something that everyone has does not constitute a core barrier.I believe that the most valuable data is the private data and information of each person and company.

These information may be public information scattered on the Internet, such as personal official account articles, personal blogs, microblogs, company websites, or limited or non-public texts, notes, resumes, and personal preferences.

When this information is reorganized and organized, a true private model of each individual can be trained, which can store your precipitation and memory, becoming your second brain.

In the scene, a dark fact is that AI has rapidly infiltrated gray, black, fraud, and pornography. These are probably the fastest places to land in the scene.

As a serious investor, I have studied many foreign AI projects and currently focus on improving efficiency and tools. There are no consensus new scenarios yet.

The Real Money Scenery of AI Applications

Therefore, Ma Huateng said, 'You can't rush, the scene is still in thought.'.

Don't rush, the scene is still in thought

However, Tencent mentioned in its response that:

Our team is planning some interesting products... for example, it provides a new perspective for our search. After a while, we may launch interesting AI helpers in our service

An interesting AI helper ", this information is very important.It's worth guessing what this helper will be.

It's not an exaggeration to say that WeChat search has become my first choice for Chinese search. Because the article quality of official account is higher than that of pan Internet search. AI provides new dimensions for professional search engines such as Bing and Google Search.

Will WeChat search, as a small internal feature of WeChat, have any new dimensions that are different from professional search engines?

AI assistants may integrate more functions of WeChat keyboards into WeChat. The WeChat keyboard is an input method that includes AI capabilities such as speech recognition and associative input. It can be turned into an AI assistant. For example, can it generate longer text based on contextual meaning, or automatically organize language and re edit WeChat replies I randomly write.

The AI helper may be to attach an AI writing assistant to the author of the official account, or to push an official WeChat message. After adding it, you can chat with it, just like chatting with ChatGPT. Perhaps there are many.

Among BAT and all other large factories, only WeChat and QQ are chat interfaces that can seamlessly and naturally join AI chat robots. Of course, AI assistants are not necessarily dialogue interfaces, are not necessarily used globally on WeChat, nor are they necessarily tools within WeChat. Tencent also has 2B and many other businesses.

Any small changes on WeChat are cautious and have an impact on a population of 1 billion, from elderly women to children, and from white-collar workers to academicians.

The history of Tencent is a history of relying on product power to speak. QQ has gained a large number of users without promotion, and WeChat red envelopes have ignited a huge payment and financial services market with a small feature. Tencent has the tradition and ability to leverage big business with small features.

Thinking of this, and not to mention anything else, having the privilege of being a once-in-a-century innovative product, and thinking of the brewing AI assistant, I am so excited that I am eager to eat a melon.

Start by doing things that increase efficiency

Ma Huateng said that discovering which businesses and past businesses can generate 1+1 greater than 2 benefits, using his past experience and being able to achieve the best level in the industry, often thinking about this will make him more motivated.

The Battle of Big Companies Involving GPTIn plain English, how to use AI to enable 10 people to do 20 people's work and transform the 5-step process into 3 steps.

I believe that efficiency enhancement is the first step for mature large companies to use AI, and it is also their most important job now. This time window is around six months to a year. Tencent didn't have a good plan for the scene, and a large number of startups didn't have a good plan, but they just went barefoot and did it.

In these six months to a year, small companies may focus on user needs and make disruptive innovations and AI native products. These small companies need to quickly accumulate certain barriers and advantages to prepare for the dark forest crackdown on big companies.

Tencent is a singer level presence in the dark forest of the internet. Even so, Ma Huateng still believes that a good company cannot monopolize everything.

Ma Huateng, through years of management experience, has seen that focusing on the areas he excels in can better unleash his own value. He cannot be greedy for profits and divert his precious energy to other people's more professional aspects to grab a piece of the pie. Focusing on this can maximize the development of his own advantages.

This reflects a positive learning attitude and the concept of continuous improvement. Write a good code and have a proper programmer's thinking. Regularly think and reflect in order to focus on the business that can generate the greatest motivation. This attitude is crucial for the growth of any individual or organization.

Making a big statement, continuing to learn, and dedicating oneself to the historical opportunity that comes once in a few hundred years is a historical choice for contemporary youth. Although I am already middle-aged, I enjoy learning advanced things. Who asked me to be called Zhen Kexue.

Although I may only be a fund manager, I am also an entrepreneur in the fund industry. I have invested in many startups and may soon become a co entrepreneur in the AI industry.

As a business leader, in the rapidly changing technology industry, we not only need to solve current problems, but also look at larger long-term goals. This long-term perspective enables entrepreneurs to remain calm and rational in daily decision-making.Maintaining rationality is the most difficult thing in a century of opportunities.

The author of this article has the same name official account: Zhen Kexue.

Picture|Visual China

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