ChatGPT's business path has gradually emerged, A-share listed companies have entered

2023-03-15

Baidu and Microsoft respectively announced that they would launch new ChatGPT products this week. With the disclosure of relevant information, commercialization has become the most concerned topic in the industry. Previously, OpenAI announced the opening of the API interface of ChatGPT. This means that any company or individual can freely access the relevant functions of ChatGPT in their own programs. "No matter how good any innovative technology is, it must finally fall on the commercialization." An insider told the reporter that the operation cost of ChatGPT is low enough from the current perspective. "In the future, cost will become the lifeline of similar models, and the industry is likely to have a winner-take-all situation." As the powerful function of ChatGPT continues to be verified, Recently, a number of A-share listed companies have announced or planned to access ChatGPT and other similar systems. With the formal opening of ChatGPT's API interface, the participation of more companies will accelerate the commercialization of relevant models. The GPT industry will welcome another iteration this week, and the AI industry may usher in "Crazy Thursday". Baidu has previously announced that it will release its first ChatGPT product "ERNIE Bot" on March 16 (Thursday). Microsoft also revealed that it will launch GPT-4 with higher performance this week. Although the specific release time has not yet been disclosed, considering that March 16 is also Microsoft's AI activity day, with the theme of "reshaping productivity with AI", and the CEO of the company will make a speech on the stage, it is widely believed that this product will be officially unveiled on that day. Compared with the consensus expectation of further expansion of parameters, "multimodality" became the key word of these two conferences. According to Microsoft, GPT-4 will be multimodal, which can manage the input and output of data in different languages, and can also output text, images and even video at the same time. Microsoft released and opened Visual ChatGPT last week. This model contains different visual basic models. Users can interact with ChatGPT through images and put forward complex visual problems or editing instructions. Several insiders told reporters that the "ERNIE Bot" released by Baidu this time may also provide multimodal search capabilities such as text, voice, image and AI generation capabilities. "Multi-modal means that the versatility of the model is further improved, and it can be compatible with all kinds of application scenarios, and the efficiency of the digital industry will be doubled in the future." A software engineer told the reporter that at present, some engineering industries have begun to use ChatGPT to manage mechanical operations. Another noteworthy information that cost advantage may become the biggest barrier is that on March 3, AI company Open AI announced on its official blog that the company will open the model API interface of ChatGPT and Whisper. This means that all users can integrate it into applications and other products, such as automatically generating e-mail, writing Python code, and developing intelligent customer service. As for OpenAI's sudden announcement of the opening of the API interface of ChatGPT, some insiders believe that this will become the commercialization of ChatGPT

Edit:Hou Wenzhe    Responsible editor:WeiZe

Source:Shanghai Securities Dairy

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