Introduction: In recent years, the development of artificial intelligence (AI) has garnered significant attention and its valuation has soared accordingly. However, faced with regarding "bubble," how should we view this field? This article, drawing insights from the discussions at the WSJ Tech Live summit, explores the opportunities and challenges in the realm of AI.
The Super Cycle of Artificial Intelligence
Venture capitalist and a16z partner Martin Casado, speaking at the WSJ Tech Live summit, suggested that artificial intelligence could be a super cycle, with several decades of time remaining and currently still in its very early stages. He believes that the marginal costs of language, reasoning, and creation seem to be dropping to zero, presenting a tremendous opportunity.
Applications of Artificial Intelligence
Currently, there are three tracks where artificial intelligence is achieving success:
1. Creative Production: Companies in fields such as images and music are growing at an astonishing pace. With AI technology, people can create high-quality works at a fraction of the cost.
2. Companionship: The emotional intelligence of computers has been a focal point. AI products like Character.AI offer new companionship options, which have already become integrated into social life.
3. Programming: AI code editors like Cursor assist programmers in complex coding tasks, enhancing efficiency.
Bottlenecks and Challenges of Artificial Intelligence
Limitations of Human Knowledge: The development of artificial intelligence requires data, but it can only utilize all existing human knowledge and cannot capture future human knowledge.
Power Constraints: To enter the next stage and improve model levels, ten times more resources such as computers, electricity, and data are needed.
Concerns from Investors: Despite the promising prospects of artificial intelligence, investors still need to consider whether there will be sufficient computational power, data, and electricity over the next five to ten years to realize it.
The Future of Artificial Intelligence
Despite the numerous challenges, the future of artificial intelligence remains filled with opportunities. As technology continues to advance, AI is expected to play a significant role in more domains, creating more value for society.
Conclusion
The super cycle of artificial intelligence is on the horizon, with opportunities and challenges in equal measure. We should focus on its trends, seize opportunities, and remain vigilant against potential risks, all in the pursuit of the healthy development of artificial intelligence.
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