Original link: https://www.latepost.com/news/dj_detail?id=1604
Huang Renxun: The power of GPT-4, OpenAI did not make it clear
In one of the key links of this wave of generative artificial intelligence iterations, the chip design company Nvidia does not seem to have received more attention from people outside the capital market. Different from this group of outstanding technology companies, Nvidia has not only proposed advanced training methods, but also designed chips that make it easier for different types of artificial intelligence models to learn and create content.
Not long ago, the podcast hosted by Norwegian Pension CEO Nicolai Tangen invited Nvidia CEO Huang Renxun to talk, and the audio after editing was still nearly 50 minutes long. In the conversation, Huang Renxun reviewed the process of designing a supercomputer suitable for artificial intelligence from 0 to 1, and introduced how to design one of the largest and most complex chips in the world.
He compared designing a chip to designing a city thousands of times larger than New York City from scratch to help audiences better understand what makes the business different. He is very clear that artificial intelligence is a learning model, not a pure technology or computer language.
Norwegian pension funds, one of the world’s largest sovereign wealth funds, hold nearly $4 billion worth of shares in Nvidia. Here are some of the points Huang Renxun talked about. The words in italics are Huang Renxun’s dictation.
OpenAI doesn’t describe GPT-4’s new breakthrough well
- One of the breakthroughs of GPT-4 is that it can learn language and image content at the same time. Just like our anthropology, reading pictures and texts is easier to understand than just looking at text. For example, if you introduce zebras to someone who has only seen horses, it is not easy for the other party to understand, but if you say “a zebra is similar to a horse in appearance, but has black and white stripes”, the other party can associate the language description of the zebra with the appearance of a horse . GPT-4 has such a learning ability.
How to understand that ChatGPT is AI’s iPhone moment
- The first forty or fifty years of computing was a linear progression, like the relationship between water, ice, and steam, until Windows 95 turned everything upside down. After that, there was a period of linear growth until the popularity of the Internet, and then cloud, iPhone, and mobile cloud. Among them, the iPhone made it easier to write and distribute applications, giving birth to millions of applications, democratizing computer programming and bridging the technology divide. Now look at ChatGPT, artificial intelligence programming, we can use human language to make computers do things, no need for Python, Java, Pascal…
How hard is it to design a chip? Imagine designing a city a thousand times bigger than New York from scratch
- One of the hardest things Nvidia does is to design chips… Imagine a city 1000 times bigger than New York, and then restructure it from the ground up, figure out the best place for every building, restaurant, park, etc., all kinds of permutations have been Broken watch. Nvidia can only solve these problems with the help of artificial intelligence.
The most important problem AI will solve in the next five to ten years is digital biology
- With the help of artificial intelligence, humans learn to understand proteins, understand the role of their biochemical substances, aggregation methods, and functions that can be realized under specific three-dimensional shapes, so that they can synthesize proteins with certain better specific capabilities starting from the desired functions of a protein. (Gong Fangyi)
StarShip delays first flight due to pressure valve failure
The much-anticipated first flight of the StarShip was delayed 40 seconds before launch due to a suspected freezing of the pressure valve. SpaceX said the rocket needs to be replenished with boosters and will have at least 48 hours before another launch attempt. Musk said he would test the flight again in a few days.
StarShip is the tallest and most powerful rocket ever built by mankind. It has a total height of about 120 meters, which is about one-third higher than the Statue of Liberty; it can generate 7,700 tons of thrust at full power output, and can launch 150 tons of payload into low earth orbit, or 100 tons of payload into lunar orbit.
But its greater significance is that it can be reused, thereby reducing costs and realizing the commercialization of spaceflight. StarShip is the first rocket designed to be fully reusable. As early as the founding of SpaceX, Musk made the reusability and iterability of the rocket his main goal, because “throwing away a rocket worth millions of dollars after every flight is like throwing away a Boeing 747 after every flight.” Same”.
If the rocket could be fully reusable, the main cost per launch would be fuel, which could drop below $10 million. Converted with a 100-ton payload, it would cost less than $7,000 to send an adult man weighing 70 kilograms to the sky.
Musk said the probability of success or failure of the launch is like flipping a coin. His main concern is that the engine might fail and destroy other engines, parts of the StarShip, or even the entire launch pad. Before the first Falcon 1 launch in 2006, he told reporters that the rocket had a 90 percent chance of reaching orbit, but ultimately its first three launches failed. (Qiu Hao)
The State Postal Administration promotes express delivery companies to pay social security for employees
On the evening of April 18, the State Post Bureau held a director’s office meeting to review and approve in principle the drafts of two reports, one of which is “The State Post Bureau’s 2023 Work Points for the Protection of the Legal Rights and Interests of Courier Groups (Draft for Review)”.
Officials of the post office proposed at the meeting that “promote enterprises to sign labor contracts with employees, pay social insurance for employees, and effectively protect the legitimate rights and interests of couriers.”
China’s major express delivery companies are divided into business models, mainly divided into the direct sales of SF Express and JD.com, and the franchise system of “four links and one delivery”. The social security burden of the franchise system is not in the same order of magnitude as that of the direct management system.
Essence Securities once calculated the social security payment situation of several companies before the epidemic (there was no social security deferred payment policy at that time), and the social security payment of employees of SF Express, Yunda, YTO and STO accounted for 8.1%, 12.1%, 12.2% and 14.3% of the total salary respectively , SF Express seems to have the lowest proportion, but the characteristics of the direct management system make its payment 7 times to 10 times that of its peers.
Since 2021, many ministries and commissions have talked about the protection of the legitimate rights and interests of the courier group. For example, in July 2021, seven departments jointly issued opinions on protecting the legitimate rights and interests of couriers.
At the end of the year, the General Office of the Ministry of Human Resources and Social Security and the Office of the State Post Bureau jointly issued the “Notice on Promoting Grass-roots Express Delivery Networks to Prioritize Work-related Injury Insurance”, stating that “express delivery companies should participate in various social insurances according to law. Labor dispatch companies should be urged to participate in social insurance in accordance with the law.”
Since then, many places have successively promulgated local express delivery industry promotion regulations, putting forward requirements on the social security of couriers. For example, Zhejiang requires express delivery companies to temporarily hire personnel during peak express delivery business hours, and they should sign part-time labor contracts with them. As for temporary employees, the “Regulations” also require enterprises to participate in the form of work-related injury insurance through a single type of insurance and provide work-related injury insurance benefits. (Gong Fangyi)
Localization of chips, the least resistance for automotive chips
Last weekend, “Wandian Finance” was invited to participate in the first Automotive Chip Industry Summit of Shanghai Automotive Chip Valley co-organized by Chip Research. We learned from the conference site that last year, SAIC cut production by nearly 500,000 vehicles due to chip supply problems, accounting for 10% of the total annual output, while its chip localization rate was only about 5% during the same period.
Unlike many restricted fields in the entire semiconductor industry, the low localization rate of automotive chips is not mainly due to the high technical difficulty, but the relatively low return on investment.
Last year, 1.2 billion smartphones were shipped worldwide, while less than a tenth of that was produced in cars. Correspondingly, compared with consumer chips used in mobile phones and other fields, the number of automotive chips is small, the unit price is low, the market size is smaller, and the verification cycle is longer, and the requirements for reliability and stability are higher. Therefore, in the past, few domestic chip design companies were willing to spend time and effort developing automotive chips. Under the premise of sufficient market choices, downstream OEMs and component suppliers are more willing to use mature and easy-to-use chips from overseas major manufacturers.
However, the attitude of the car factory has changed fundamentally following the last round of core shortage. Shen Guoliang, general manager of auto parts supplier Aptiv China, shared at the meeting that at the end of 2019, because international chip manufacturers were seriously out of stock, in order to prevent the entire production line from being shut down, German Volkswagen finally agreed to Aptiv using a domestic chip instead, and Shorten the original verification period to three months. He said that Anbofu will cooperate with BYD in the future to gradually apply domestic chips in the field of autonomous driving.
The government is also trying its best to promote the localization of automotive chips. Tang Wenkan, deputy director of the Shanghai Economic and Information Commission, said in his speech at the meeting that Shanghai will establish a car-level chip design and pilot test platform to solve the problems in the research and development of small and medium-sized car chip companies, and establish a third-party testing and certification platform for car chips in Jiading; at the same time It will promote insurance companies to introduce commercial insurance for the loading and application of automotive chips, and share risks in a market-oriented manner.
Except for computing power chips, the vast majority of chips used in cars use less advanced mature processes. Therefore, from the upstream design tools and equipment materials to the downstream foundry, the technical limitations of automotive chips are very small. However, under the background of partial loss of overseas orders and obstacles to the expansion of advanced manufacturing processes, China’s local fabs can leave relatively sufficient production capacity for domestic automotive chips. (Qiu Hao)
Chinese Basketball Association fines Suzhou and Shanghai men’s basketball teams
The Chinese Basketball Association announced on April 17 the punishment decision on the Shanghai Jiushi team and the Suzhou Kendia team, and determined that the two teams had negative competition. The CBA company said that it will implement the relevant decision with immediate effect.
The team, the manager, the club and its management are all punished. The Shanghai Jiushi team and the Suzhou Kendia team lost their ranking and qualifications for the 2022-2023 CBA season. Both clubs are required to deduct 5 million yuan in league expenses as a fine. The head coaches of the two teams and the general manager of the club are subject to different degrees of employment restrictions.
The Chinese Basketball Association has not yet announced the investigation process, but Yao Ming, chairman of the Chinese Basketball Association and chairman of the CBA Corporation, said in an interview that the investigation by the Chinese Basketball Association relied on the professional strength of the various departments of the State Sports General Administration of China. Yao Ming was an investor in the Shanghai Men’s Basketball Team before joining the Basketball Association.
On April 14th, in the third game of the CBA playoffs, Suzhou Kendia had an advantage, but made consecutive mistakes at the last moment and lost to Shanghai Jiushi. In the previous second match between the two sides, the Shanghai team had the upper hand, but the core player Wang Zhelin was rested and unexpectedly lost. Some analysts believe that the Shanghai team was suspended for 4 games due to foreign aid Bledsoe, and deliberately “let go” one game under the premise of superior strength to offset the “suspended” games, and the Suzhou team who chose to cooperate is also at the end of the decisive game. Always replace the core players in the team and lose on purpose. In the early morning of the 15th, the Chinese Basketball Association announced that it would jointly investigate the relevant competition with the CBA company.
In 2017, the Chinese Basketball Association and the CBA Company realized the “separation of management and operation”. The CBA Company independently operates the competition and business of the CBA League, while the Chinese Basketball Association supervises and guides it. In 2017, Yao Ming was elected as the chairman of the Chinese Basketball Association and urged the Chinese Basketball Association to transfer 30% of the shares of CBA to 20 CBA clubs.
This punishment is very rare. Zhang Xiong, CEO of CBA, said that the game has not yet been found to be suspected of gambling, but further investigations will be conducted on the matter. Yao Ming said that reputation is the most important thing in sports competitions, and this incident needs to be used to change the status quo and make the price already paid valuable. (Intern Chang Junfei)
Know it later丨A number of aviation industry manufacturers will go public
There were at least 8 IPOs for A shares this week.
- Farsoon Hi-Tech: Manufacturer of industrial 3D printing equipment. Farsoon Hi-Tech mainly produces metal and polymer 3D printing equipment and materials, and its products are used in aerospace, automotive, medical and other industries. It closed up 15.9% today.
- Sentai shares: manufacturer of wood-plastic composite materials. Sentai’s main products are high-performance wood-plastic composite materials, new stone-wood-plastic composite materials and prefabricated building products. Its products have been used in the Beijing Olympic Bird’s Nest and the outdoor platform of the Shanghai World Expo China Pavilion. It closed up 14.96% today.
- Gaohua Technology: sensor manufacturer. The main business of Gaohua Technology is the research and development, design, production and sales of high-reliability sensors and sensor network systems. It has participated in the supporting projects of China’s manned spaceflight project. 86.6% of its revenue in 2022 will come from high-reliability sensors.
- Suochen Technology: Computer-aided engineering software provider. The main business of Suochen Technology is computer-aided engineering software research and development, sales and service. The products are used in aerospace, shipbuilding, electronic equipment and other fields.
- Northern Changlong: A manufacturer of supporting equipment for military vehicles. The products of Northern Changlong are widely used in the main combat equipment of wheeled and tracked vehicles such as electronic information, armored combat, and armored support. According to the application scenarios, its main products are divided into military vehicle man-machine ring system interior, ammunition equipment, military vehicle auxiliary equipment, and military vehicle communication equipment.
- Everbright Tongchuang: Manufacturer of consumer electronics materials. The main products of Everbright Tongchuang are consumer electronics protective and functional products, which are mainly used in consumer electronics products such as computers, smart phones, and smart wearable devices and their components. The carbon fiber produced by the company breaks the technology monopoly of foreign companies such as Japan’s Toray, and replaces imported carbon fiber in the field of consumer electronics.
- Deere Chemicals: Manufacturer of nitric acid products. The main business of Deere Chemicals is the R&D, production and sales of nitric acid and its downstream potassium nitrate, magnesium nitrate, nitro water-soluble fertilizer and other products. The products are mainly used in solar thermal power generation and energy storage, chemical industry, fertilizer and other fields.
- Wangcheng Technology: gear and clutch manufacturer. The main business of Wangcheng Technology is research and development, production and sales of friction materials for gears, clutches and transmissions. Its main customers include motorcycle or automobile manufacturers such as Honda and Yamaha. In the first half of 2022, more than half of Wangcheng Technology’s revenue will come from overseas sales.
There are at least 5 IPOs in US stocks this week.
- Tidal Trust II: Managed investment firm. Tidal Trust II achieves its investment objectives primarily by investing in the equity securities of U.S.-listed companies that are primarily engaged in the business of addressing climate change issues.
- US GoldMining: Exploration and development company. The main business of US GoldMining is the Whistler gold-copper mine project 170 kilometers northwest of Anchorage, Alaska, USA.
- Upower: Renewable energy developer. Upower signed and completed a 20-year power purchase agreement with the government of Honduras and the national electricity company, and has developed the largest solar project in Latin America in Honduras.
- Jiayuda: Cross-border logistics service provider. Jiayuda is from Shenzhen, and its main business includes air transportation, sea transportation, land transportation, customs clearance, logistics distribution and other fields. In 2021, Jiayuda’s revenue will rank fifth among all cross-border logistics service providers in Shenzhen.
- Manulife Construction Group: Hong Kong architectural design contractor. Manulife Construction Group mainly provides large-scale on-site construction services to construction customers such as commercial and residential developers and enterprises. (Intern Chang Junfei)
OTHER NEWS
Shanghai announced the monitoring statistics of the elderly population information.
According to Shanghai, by the end of 2022, Shanghai’s registered population aged 60 and over will be about 5.5366 million, accounting for 36.8% of the total local registered population. The size of the elderly population will increase by 114,400 compared with the end of 2021. In terms of population life expectancy, the life expectancy of Shanghai citizens in 2022 is 83.18 years, and circulatory system diseases, tumors and internal metabolic diseases (internal ratio, nutritional and metabolic diseases) account for 47.7%, 25% and 7.4% of the deaths of the elderly population, respectively.
Source: Released in Shanghai
The Shanghai Auto Show opened on April 18.
On Tuesday (April 18), the Shanghai Auto Show will open at the National Convention and Exhibition Center. The exhibition lasts for 9 days, and the first two days are media days. Both large and small car brands at home and abroad will participate. The Shanghai and Beijing auto shows are the largest auto shows in China. The two places are held alternately, and a city is held every two years (such as Shanghai this year, Beijing next year, and Shanghai the year after). The auto show will be held in Shanghai in 2021, and will be suspended in Beijing in 2022. This year it is Shanghai’s turn again.
Alibaba’s online travel platform Fliggy has instead reported directly to Ali Group CEO Zhang Yong.
According to multiple media sources, Zhuang Zhuoran, president of Fliggy, no longer reports to Yu Yongfu, CEO of the local life group, but directly reports to Zhang Yong, chairman of the board of directors and CEO of Alibaba Group. This adjustment may indicate an increase in importance. In addition, Lingyang, which helps enterprises digitize, also reports directly to Zhang Yong. “LatePost” previously pointed out that behind Ali’s “1+6+N” adjustment is Zhang Yong’s letting go of many businesses. It also mentioned that Fliggy was considered to be merged into the local life group, but it was later listed as an independent business company.
Hermès, whose first-quarter revenue rose 23 percent, said traffic in China was strong.
Hermes’ sales in the first quarter increased by 23% year-on-year to 3.38 billion euros. Among them, the Asia-Pacific region (excluding Japan) increased by 22.5%, the Americas increased by 19%, and LVMH only increased by 8% in the United States during the same period. According to the management, the passenger flow in China is strong. At present, mainland Chinese tourists have begun to return to Hong Kong and Macau, and are expected to return to Europe before the end of the year. Hermes’ share price has risen nearly 40% this year, with a market value of more than 200 billion euros.
In March, the prices of new houses in first-tier cities rose and fell. Beijing and Shanghai rose by more than 4% year-on-year, while Guangzhou and Shenzhen fell slightly.
According to the National Bureau of Statistics, among the first-tier cities in March, the sales prices of new residential buildings in Beijing and Shanghai rose by 4.6% and 4.1% year-on-year respectively, while those in Guangzhou and Shenzhen fell by 0.2% and 1.5% respectively. Shanghai rose 3.8% and 2.8% respectively, while Guangzhou and Shenzhen fell 0.8% and 1.3% respectively. Since there are guide price restrictions for new properties in popular cities, the unit price of new houses may even be lower than that of second-hand houses. If you want to buy a house, you must first be shortlisted with points and then participate in the lottery to “new”. fall back.
Tesla’s Shanghai energy storage plant has released nearly 70 jobs and plans to start production in a year.
According to Tesla’s official Weibo, Tesla’s Shanghai Energy Storage Gigafactory plans to start construction in the third quarter of this year and start production in the second quarter of 2024. Recruitment has already begun, and nearly 70 positions were updated on April 15, all in Lingang, Shanghai, covering Product R&D, engineers in all aspects of intelligent manufacturing, supply chain, industrial Internet R&D, production safety, etc.
TSMC may cut orders for advanced lithography machines by more than 40%.
According to industry sources, ASML, the leader in lithography machines, has recently been cut orders by major customer TSMC and delayed the delivery time. Among them, orders for EUV lithography machines have been cut by more than 40%, mainly because the fab is conservative about the follow-up market prospects. Last week, it was reported in the industry that TSMC decided to postpone the mass production of the 28nm Kaohsiung new factory, and all related equipment procurement plans were also cancelled.
The price of memory chips began to rebound after more than a year.
According to data from market research firm TrendForce, the spot prices of some mainstream DRAM products have begun to pick up. The main reason is that Samsung Electronics, a leading manufacturer with a market share of more than 30%, notified distributors that they would no longer cut prices. After the first-quarter profit plummeted 96% year-on-year, Samsung announced its first initiative to reduce production since 1998. Market analysis generally believes that the reduction in supply will help stabilize chip prices.
Xiaopeng said that the cost of developing new models will be reduced through the new technology architecture.
Xiaopeng Motors released the SEPA 2.0 Swing Architecture on April 16. The Fuyao architecture is a system platform for manufacturing different new models. It integrates core technologies in the fields of power supplement, intelligent system, and vehicle manufacturing. At most 80% of the parts are common. This so-called platform-based and modular design has been practiced by traditional fuel car companies many years ago. Hatchbacks, sedans or SUVs are developed based on the same platform to improve efficiency and reduce costs.
Ningde era rushed to build a moat and announced a mass production plan for sodium-ion batteries.
The Ningde era announced the use of sodium instead of lithium iron phosphate and ternary lithium as materials to develop a sodium-ion battery. This battery will first be used in Chery’s cars, and the battery brand code is “ENER-Q”. At the press conference in July 2021, Ningde era launched the sodium-ion battery for the first time, with an energy density of 160Wh/kg. In the follow-up, we encountered development problems, poor battery life, and mass production capacity in the near future after changing the technical route. People in the industry estimate that its cost is between 0.2-0.4 yuan/Wh, which is far lower than the 0.6-0.8 yuan/Wh of lithium batteries, and the reserves of sodium and lithium are not in the same order of magnitude at all, at least for now. The possibility of skyrocketing like that.
OpenAI CEO: Suspending AI model development is not the best solution to security issues.
A few days ago, at an event at the Massachusetts Institute of Technology, OpenAI CEO Sam Altman was asked what he thought of last month’s call to stop the development of a more powerful AI model. best approach to the problem. He revealed that the company “is not currently, and will not be for some time” developing GPT-5, but is expanding the application of GPT-4. He also believes that Open AI is approaching the limit of the large language model, not that the larger the model, the better, and one should not deceive oneself and others in pursuit of numbers.
AI-generated image wins award at world’s top photography competition, author refuses to accept award.
Last month, Sony Worldwide Photography Awards (SWPA), one of the most authoritative photography competitions in the world, awarded the creative category champion to a “photo” created entirely by AI. The author and photographer Boris Eldagsen declined to accept the award because the work is not photography. The move, he claims, is to speed up the establishment of a separate AI award and let them compete separately by making the organizers realize that it is difficult to distinguish between AI and photographers. At present, all award-winning related content has been withdrawn from the official website of the competition and the exhibition.
Credit: Award-winning work by Boris Eldagsen.
LVMH acquires French high-end jewelry maker to boost Tiffany’s capacity.
Recently, the LVMH group said it had received approval to acquire a majority stake in French high-end jewelry maker Platinum Invest. The move is to increase the production capacity of LVMH’s jewelry brand Tiffany in France and “support its strong growth in the field of high-end jewelry.” Platinum Invest has 5 workshops and 800 employees. The transaction is expected to be completed by this summer, and details of the transaction have not been disclosed. With the recovery of global high-end consumption after the epidemic, Tiffany’s revenue exceeded US$1 billion for the first time last year, and it will also open a boutique on Fifth Avenue in New York this year. Bulgari, a subsidiary of LVMH, announced at the end of last year the expansion of its Italian factory and plans to double its production capacity by 2028.
“Angry Birds” and “Sonic” will become a family.
On Monday, the Japanese game giant Sega, which owns the “Sonic” series of IP, announced that it will acquire the mobile game “Angry Birds” developer Rovio for US$770 million, with the aim of expanding the mobile game market. Rovio had $350 million in revenue last year and a net profit of $37 million. Rovio has accumulated more than 5 billion downloads of all games and has 550 employees in 8 studios around the world. It also owns the “Angry Birds” franchise, one of the most popular mobile games, with licenses including a Sony-produced movie ($350 million), theme parks and toys worldwide. Sega previously mainly engaged in PC and game consoles, including the “Sonic the Hedgehog” and “Total War” series.
Germany has shut its last three nuclear power plants, raising concerns about energy security and carbon emissions.
Germany shut down its last three nuclear power plants on Saturday despite a power crunch and pressure to decarbonize. They were originally scheduled to close last year, but Germany delayed the closure of its nuclear power plants due to restrictions on Russian gas imports while restarting its coal-fired plants. Last year, coal accounted for more than 30% of Germany’s electricity generation, wind energy accounted for 22%, natural gas 13%, solar energy 10%, and nuclear power about 6.5%. Think-tank Ember expects Germany and Poland to be the EU’s two largest producers of coal-fired electricity by 2030, accounting for more than half of EU power sector emissions.
The British Nuclear Industry Association pointed out that this will increase carbon emissions, calling it damaging the environment, lacking economic common sense, and extremely irresponsible behavior. Proponents argue that renewable energy can fill the gap. In stark contrast, the British government launched a new round of nuclear power programs last month and is currently encouraging the development of small nuclear reactors. It also faces accusations of nuclear risks.
Samsung is considering making Bing the default search engine for its products.
Samsung is considering changing the default search engine on its devices from Google to Microsoft’s Bing, sending shockwaves inside Google. Bing, which has added artificial intelligence technology, has changed the search engine market. Google earns about $3 billion a year in revenue by providing search engine services to Samsung, and this cooperation has become uncertain. In response to Bing, Google is building a new search engine with artificial intelligence capabilities and using artificial intelligence to upgrade the existing engine, but it has not yet come to fruition.
Porsche’s delivery volume increased by 18% in the first quarter, all thanks to gasoline vehicles.
Today, Porsche released its first-quarter financial report. Global deliveries increased by 18% year-on-year to 80,767 vehicles, and sales hit a record high. Among them, gasoline car products Macan, Cayenne and the classic 911 all achieved double-digit growth, but the delivery of the all-electric Taycan fell 3% year-on-year to 9,152 units. The company said it was affected by the tight supply chain. China remains Porsche’s largest market, accounting for 26% of total deliveries (21,365 units), up 21% year-on-year. Porsche said sales were clearly benefited from the easing of coronavirus restrictions in China.
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