This month is a month when artificial intelligence has brought changes to the world. On March 14th, the development agency OpenAI of ChatGPT officially released its landmark multimodal large model GPT-4. On the same day, Google announced that it would install generative AI into its Workspace "family bucket.". On the 16th, Microsoft announced the integration of GPT-4 into its series of office software tools, saying that "the way humans interact with computers has entered a new stage.".

With the explosion of ChatGPT, the field of artificial intelligence has become lively again, with domestic and foreign technology giants and domestic companies in the field of artificial intelligence scrambling to enter the arena, even adding code. The development of artificial intelligence has entered a new stage. The era of AI 2.0 has arrived, and it is a revolution that must not be missed.

If AI 1.0 is like inventing electricity, AI 2.0 is the power grid. At the same time, he believes that in the era of AI 2.0, all applications will be rewritten, just like what happened in the era of mobile internet.

| Amazing performance of GPT-4

The most important upgrade for GPT-4 is of course the support for multimodality, which greatly expands the application scenarios and possibilities of AI. People can tell AI some simple ideas and ideas in the form of sketches or simple graphics and text, and let it create music, lyrics, paintings, etc. The combination of multimodality is completely an effect of 1 plus 1 greater than 2. With the assistance of GPT-4, people's work efficiency will be greatly improved.

In addition, compared to ChatGPT, GPT-4 has improved its accuracy in answering questions and its mastery of details, which has also significantly improved the user experience. In its report, OpenAI attributed this improvement to "more data and computing," which is a foreseeable improvement from the perspective of GPT's iterative technology route.

The most direct impact is on human-computer interaction. From the first generation of interactive command line interfaces to the second generation of interactive graphical user interfaces, to the third generation of interactive natural user interfaces represented by ChatGPT. Human-computer interaction is a technology field that has a strong impact on the global business landscape, and each generation of interaction methods has produced global giants.

Microsoft is integrating OpenAI's big language model into its Microsoft 365 products, which has a particularly significant impact on the industry, triggering a substantive revolution in the corporate office sector, and having a significant impact on the service industry. The next step may be the ChatGPT operating system, which has too much impact. Asian companies that failed to capture the graphical user interface operating system Windows may have missed the opportunity again. And Microsoft is also the closest company to OpenAI.

The advent of AI 2.0 is a huge platform like opportunity

The AI 2.0 era is by far the most important era of AI. In the era of AI 2.0, AI can learn without tagging data. This learning method is called self supervised learning. Self supervised learning refers to using generative AI to guess the following content.

AI takes data from the world and teaches itself. After teaching for a period of time, it forms a basic model, which is a basic model trained from data from the world, covering all fields. However, it does not understand much because the amount of data is too large and its understanding is not deep enough. However, it reads millions of times more books than each of us. This model is a Foundation Model, and can be trained without annotations.

This basic model, first, can read massive amounts of text without manual annotation. Secondly, its model scale is very large, and only large factories can spend a lot of money to do it. Third, through fine-tuning, training at a lower cost to adapt to tasks in different fields.

In content creation, entertainment, gaming, 3D, and even the metauniverse, with the development of AI technology, AI 2.0 will become a platform, and everyone who writes code and apps will need to use AI, just like everyone who uses the mobile internet needs to use a 4G network, which can bring user experience on mobile phones. When the AI 2.0 platform is large enough, it can support various applications. Together, these areas should be a trillion-dollar market.

In the era of AI 2.0, what fields are worth investing in?

Entering AI 2.0, Innovation Works is optimistic about some investment areas.

First, investment application. The most profitable applications that can help humans generate productivity can be considered for both Chinese and global applications. Currently, there are only American platforms, and in the future there should be Chinese platforms that can be used across platforms.

Second, investment platform. There may be great opportunities for Chinese platforms, and Chinese markets and companies will win. I hope to find such a company. After winning in China, there are other countries that are suitable for China's cultural ideas, and I can also promote it.

Considering the importance of platform capabilities, it is not only the company that will make the model the largest, but also the company that needs to do a good job in the middle tier. Finally, there is infrastructure, how to reduce the amount of computing, and better model operation, maintenance, management, and training.