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Recently, the star artificial intelligence company OpenAI released a new chat robot model ChatGPT. The model can automatically generate code and drawings, answer a series of questions, admit its mistakes, question incorrect assumptions, and even reject unreasonable requests, and supports Chinese.
As an OpenAI investor, Musk said bluntly: “ChatGPT is very good, and we are not far from a powerful and dangerous AI.”
There is no doubt that ChatGPT has brought people’s awareness of AI to a new level, and it has also caused the entire market to re-evaluate the AIGC track expectations. The stock price of Meitu (01357.HK) rose all the way this morning, with an increase of as high as 45.83%, hitting a new high in the past year. In the A-share market, many listed companies followed suit.
What can ChatGPT do?
On December 5, OpenAI CEO Sam Altman posted on social media that ChatGPT was launched last Wednesday and has exceeded 1 million users so far. The last time an AI technology that caused such a sensation was the release of GPT-3, it has been two years now.
ChatGPT, as the name suggests, is “chat GPT”, which can interact in a dialogue way and answer questions asked by users. This may not seem new, but the situation is that ChatGPT is far more intelligent than its AI predecessors.
Many users showed interesting conversations with ChatGPT and unlocked multiple uses of ChatGPT. Among them, ChatGPT “incarnates” as a programmer to help developers solve coding problems. Moreover, when the user commands ChatGPT to find a bug in a program, it can not only clearly describe the bug and its cause, but also automatically fix the bug and write a correct program.
In addition, as a chat robot, ChatGPT can realize many other functions: such as checking documents, asking encyclopedias, writing poems, and novels. Some users even asked to write a story about “AI conquering human beings”, and ChatGPT can realize it.
According to industry analysis, compared with the predecessor GPT-3, the main improvement point of ChatGPT lies in the memory ability. ChatGPT can store dialogue information and continue the context to achieve continuous dialogue, which is crucial in dialogue scenarios and greatly improves the user experience in dialogue interaction mode.
A research report from Zheshang Securities concluded that ChatGPT has the following characteristics compared with its predecessors: 1) It can admit mistakes, and if users point out their mistakes, the model will listen to opinions and optimize the answer; 2) ChatGPT can question incorrect premises and reduce falsehoods Description, such as when asked the question “Columbus came to the United States in 2015”, the robot will explain that Columbus does not belong to this era and adjust the output results; Significant improvements were seen in inauthentic responses, such as refusing to answer questions seeking solutions to bullying others, pointing out its injustice.
But the flaws of ChatGPT do not hide its merits. According to the current test results, ChatGPT currently has some limitations, including: sometimes giving seemingly correct but absurd answers, fine-tuning the way of asking questions will get completely different answers, sometimes using certain sentences repeatedly, and so on. It can also be felt in actual experience that these problems come from the limitations of the training process and data sets.
However, it is reported that OpenAI’s next-generation natural language generation model GPT4 will also be available soon. And, here’s a shocking anecdote: GPT4 allegedly passed the Turing test.
This year is called “the first year of AIGC”
There are many iconic events on the AIGC track this year. In September, an AI painting called “Space Opera House” won a gold medal in an art competition. In fact, as early as the beginning of this year, AI painting has caused a small-scale carnival on social platforms, but due to the high cost, the scope of promotion has also been limited. After the overseas company Stable Diffusion became open-sourced, the industry achieved breakthroughs in key technologies, and many applications based on the Stable Diffusion model entered the market one after another.
The ChatGPT model undoubtedly belongs to the category of AIGC, and it has jointly promoted the practical application of AIGC with Stable Diffusion, which set off an upsurge in AI painting.
The so-called AIGC (AI Generated Content) is a new production paradigm based on artificial intelligence technology to automatically generate content. In general, “AI + new content generation methods” are the two core keywords of AIGC. As a brand-new content generation method, AIGC has significant technical advantages in terms of creativity, expressiveness, creation speed, iteration, and dissemination.
Initially, the content forms that AIGC can generate are mainly text. After exponential growth in 2022, at present, in addition to AI graphics, the content forms that AIGC technology can generate have expanded to include text, images, videos, voice, codes , robot actions and other content forms.
The industry speculates that, judging from ChatGPT’s almost omnipotent ability to answer type of questions this time, ChatGPT or the upcoming GPT4 in the future may replace traditional search engines such as Google and Baidu.
In fact, 2022 is also called “the first year of AIGC”. An article “Generative AI: A Creative New World” published by Sequoia Capital in September mentioned that generative AI allows machines to start to dabble in knowledge and creative work on a large scale, which involves the work of billions of people. It is expected to generate trillions of dollars in economic value.
As AIGC’s first application to break the circle, AI painting is expected to reach a scale of 50 to 60 billion. Guotai Junan Research Report predicts that in the next five years, 10%-30% of the picture content will be generated by AI, correspondingly, there will be a market size of more than 60 billion.
There has been an AIGC investment boom overseas, and even two unicorn companies have emerged. The post-investment valuation of Stability AI behind Stable Diffusion has climbed to US$1 billion, and the current valuation of Jasper, an AIGC unicorn mainly based on text generation, has reached US$1.5 billion. In addition, the global Internet giants are not far behind, and quickly catch up with this wave of trends. In September, Meta announced that it will launch Make-A-Video; in October, Google launched Imagen Video and Phenaki.
AIGC skyrocketing capital focus
With ChatGPT taking over AI painting, the track of AIGC has once again attracted capital attention. In the A-share market, since November 28, the entire AIGC concept sector has risen by up to 8%.
According to a research report of Zheshang Securities, the emergence of ChatGPT model is of great significance to the application of AIGC in text mode. From the point of view of downstream related beneficiary applications, including but not limited to code robots, novel derivatives, dialogue search engines, language partners, voice work assistants, dialogue virtual humans, etc. From the perspective of increasing upstream demand, including computing power, data labeling, natural language processing (NLP), etc.
Guosheng Securities also believes that the generation algorithm, NLP and computing power determine whether AIGC can run, and high-quality data sets determine the quality and business model of AIGC. The agency believes that compared to the previous AI painting, ChatGPT has the potential to combine AI capabilities with workflow. At present, some users have expressed their willingness to pay for ChatGPT on social media. willing to subscribe to such services.
In other words, the current market is exploring the AIGC business model, but this technology is still a long way from being commercialized. An Internet industry analyst at Guosen Securities also told reporters that the concept of AIGC has been around for a long time, and the recent sudden popularity is due to a substantial breakthrough in AIGC technology. “Capital is very sensitive to new technology breakthroughs, but whether the popularity of related concepts can continue depends on whether the technology can quickly realize commercial realization and the scale of realization,” the person said.
Source: China Fund News
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