Okushiwo umjikelezo woxhaso we-OpenAI wama-dollar ayizigidi eziyizinkulungwane eziyi-110 mayelana nebhamuza le-AI

Ngaphambi kokuthi singene emininingwaneni yokuqoqwa kwezimali kwakamuva kwe-OpenAI, kubalulekile ukuqonda ukuthi isho ukuthini "ibhamuza le-AI". Ngokwemibandela yezezimali, ibhamuza lenzeka lapho izintengo zempahla zikhuphuka zingaphezu kwevelu yazo yangaphakathi, ziqhutshwa ukusangana okucatshangelwayo kunamamethrikhi ayisisekelo. Cabanga nge-dot-com boom yasekupheleni kwawo-1990, lapho izinkampani ezino-".com" egameni lazo zabona amanani azo enyuka, ngokuvamile ngokudlula iwebhusayithi kanye nombono ogqamile. Ukwakheka kwezwe kwamanje kwe-AI kukhombisa ukufana okuthile okushaqisayo. Izilinganiso eziphakeme kakhulu ezisesibhakabhakeni zabelwe iziqalo ngokusekelwe kulokho okungase kube khona esikhundleni samamodeli ebhizinisi afakazelwe, ngokwesaba abatshalizimali ukulahlekelwa (i-FOMO) esebenza njengesisusa esiyinhloko. **Ukulinganisa Kwesikhumbuzo Kwe-OpenAI: Uphawu Lokujabula?** Umjikelezo wakamuva woxhaso lwe-OpenAI, obiza inkampani ngamabhiliyoni angama-86 amarandi, uwumcimbi oyingqophamlando. Lena akuyona nje inombolo; kuyisitatimende esinamandla. Ngakolunye uhlangothi, ikhombisa ukuzethemba okukhulu kubatshalizimali kubuchwepheshe be-OpenAI, ubuholi bayo ngaphansi kuka-Sam Altman, namandla ayo okubusa imakethe ye-AI esanda kukhiqizwa. Babheja ukuthi i-OpenAI izoba inkundla eyisisekelo lapho kwakhiwe khona uhlelo olukhulu lwemvelo, njengoba iMicrosoft Windows yayingeyekhompyutha yomuntu siqu. Kodwa-ke, lokhu kulinganisa kuphinda kuphakamise izimpawu ezibomvu zezimpawu zebhamuza. Lesi sibalo sibikezelwa ekukhuleni okunamandla kwesikhathi esizayo okungakabonakali ngendlela eqhubekayo, enenzuzo. Ngenkathi i-OpenAI kubikwa ukuthi yenza imali engaphezu kwezigidi eziyizinkulungwane ezingu-1.6 zamaRandi ngonyaka, izindleko zokuqeqesha nokusebenzisa amamodeli afana ne-GPT-4 ne-Sora zingokwezinkanyezi. Le nkampani isemjahweni wezikhali ongapheli kanye nezimbangi ezixhaswe ngemali enhle njenge-Google kanye ne-Anthropic, edinga ukufakwa okuqhubekayo, okukhulu kwezimali ukuze uqhubeke phambili. Lokhu kuguquguquka—lapho ukukhula kubekwa phambili ngaphezu kwenzuzo futhi kugqugquzelwa imizuliswano yokutshala imali ekhula njalo—kuyinkomba yebhamuza yakudala. **I-Ripple Effect: I-Trickle-Down Hype kanye ne-Startup Landscape** Ukulinganisa kwe-OpenAI akukho endaweni engenalutho. Ibeka ibhentshimakhi yawo wonke umkhakha we-AI. Onxiwankulu bama-Venture, bebona amathuba okuba nembuyiselo engaphezulu, bathela imali kunqwaba yokuqalwa kwe-AI, imvamisa ngamanani akhuphukayo. Lokhu kudala umphumela "we-trickle-down hype": * **Ilebula Le-"AI" Liyinkosi:** Ukumane uhlanganise i-AI endaweni yokubeka kungase kwanele ukuze uthole uxhaso, ngezinye izikhathi ngaphandle kwendlela ecacile yokwenza imali. * **Ukwehla kwamandla emali Kwamathalenta:** Umncintiswano oshubile weqoqo elilinganiselwe labacwaningi nonjiniyela be-AI uqhubekisela phambili amaholo kanye namaphakheji esinxephezelo afinyelele emazingeni angakaze abonwe, okuqhubeka nokwenyusa amanani okushiswa kwabaqalayo. * **Imikhiqizo ye-Me-Too:** Imakethe igcwala iziqalo ezinikeza ukuhlukahluka endikimbeni efanayo—amajeneretha wokuqukethwe anikwe amandla yi-AI, ama-chatbots esevisi yamakhasimende, nabasizi bokubhala amakhodi—okuholela endaweni egcwele abantu futhi engahlukanisiwe. Le ndawo isikhumbuza inkathi ye-dot-com, lapho ubusha be-inthanethi buthethelela noma yiluphi uhlelo lwebhizinisi. Namuhla, amandla okuguqula i-AI enza okufanayo. Umbuzo obalulekile uwukuthi: zingaki zalezi zinkampani eziyosinda lapho umuzwa wabatshalizimali ekugcineni usuguqukile ekukhuleni kuzo zonke izindleko ukuya esidingweni senzuzo kanye nomnotho wamayunithi esimeme? **I-Counter-Argument: Ingabe Lona Ukushintsha Kwengxenyekazi, Akuyona Ibhamuza?** Ukuze sisiqonde ngokugcwele isimo, kufanele sicabangele ukuphikisa okuphoqelelayo: ukuthi asiboni ibhamuza, kodwa izigaba zakuqala, eziguquguqukayo zoshintsho lwangempela lweplathifomu, okufana nokufika kwe-inthanethi noma i-smartphone. I-Generative AI inamandla okuchaza kabusha ukuthi sisebenza kanjani, sidala, futhi sisebenzisana kanjani nobuchwepheshe. Uxhaso lwezimali olungena ku-OpenAI kanye nezimbangi zayo akukhona nje ukuqagela; kuwutshalomali ekwakheni ingqalasizinda ewumgogodla weshumi leminyaka elizayo. Izindleko ziphezulu ngoba izibalo ziphezulu. Izinkampani ezizuza ukubusa kumamodeli ayisisekelo zingaba abalindisango benkathi entsha yezobuchwepheshe. Umehluko oyinhloko phakathi kwebhamuza nokushintsha kwesikhulumi yilokho okuza ngemva komjikelezo wokuqala we-hype. Ibhamuza le-dot-com liqhume, kodwa futhi labeka isisekelo seziqhwaga zobuchwepheshe esizaziyo namuhla, njenge-Amazon ne-Google. Ngokufanayo, ukulungiswa emakethe ye-AI cishe akunakugwenywa. Amanani azokwehla, futhi iziqalo eziningi zizohluleka. Nokho, ubuchwepheshe obuyisisekelo abusuki. Izinkampani ezizosinda kuzoba yilezo ezinamamodeli ebhizinisi aqinile, ubuchwepheshe obuvikelekayo, kanye nesiphakamiso senani elicacile. **Ukuzulazula ku-Hype: Ucingo Lokuhlanganiswa Okuqhubekayo ** Kumabhizinisi afuna ukuthuthukisa i-AI, umlayezo ucacile: bheka ngale kwe-hype. Umgomo akufanele kube ukwamukela i-AI ngenxa yayo, kodwa ukuxazulula izinkinga zangempela zebhizinisi. Kulapho inkundla efana ne-**Mewayz** iba khona ukubaluleka. Esikhundleni sokujaha into yakamuva ye-AI ecwebezelayo, amabhizinisi angagxila ekuhlanganiseni amathuluzi e-AI ngokucabangisisa ekusebenzeni kwawo okukhona kanye nezinhlelo. Inani alikho ku-AI ngokwayo, kodwa ngendlela ethuthukisa ngayo ukusebenza kahle, ivula ubuhlakani, futhi ithuthukise ukwenza izinqumo ngaphakathi kwendawo yebhizinisi ehlelekile. * **Gxila Ekuxazululeni Izinkinga:** Thola izindawo ezithile zobuhlungu lapho i-AI ingaletha i-ROI elinganisekayo. * **Beka Kuhle Isu Ledatha:** Ukusebenza kwe-AI kuhlanganiswe ngokuqondile nekhwalithi nokwakheka kwedatha yakho. * **Hlela Ukuhlanganiswa Kwesikhathi Eside:** Buka i-AI njengengxenye ye-OS yakho yebhizinisi elibanzi, hhayi njengechashazi lomlingo elizimele. **Isiphetho: Isikhathi Esichazayo** Ukulinganisa kwe-OpenAI kwamabhiliyoni angama- $86 kuwukuhlola kwe-Rorschach emakethe. Kungabonwa njengophawu lokugcina lwebhamuza le-AI, elikhushulwe ukuqagela futhi linqanyuliwe kumaqiniso ezezimali. Noma, kungabukwa njengokubheja okukhulu ekushintsheni kwepharadigm okuzolungisa kabusha umnotho womhlaba. Iqiniso cishe lilele endaweni ethile phakathi. Sisenkathini yokuqagela okukhulu, kodwa ubuchwepheshe obuphakathi nendawo buyashintsha ngempela. Ibhamuza, uma likhona, lingase libe semananini ezinkampani ngokwazo, hhayi emandleni esikhathi eside wobuchwepheshe. Iminyaka ezayo izohlukanisa izitayela ezidlulayo nezinguquko eziyisisekelo, futhi amabhizinisi athatha indlela yamasu, edidiyelwe azoba sesimweni esingcono kakhulu sokuchuma endaweni entsha.

Imibuzo Evame Ukubuzwa

Isho ukuthini "ibhamuza le-AI"?

Ibhamuza elithi “AI” lisho isimo ezimakethe zezimali lapho izintengo zempahla - ikakhulukazi lezo zokuqalisa okuhlobene ne-AI - zikhuphuke ngendlela emangalisayo ngaphezu kwalokho okusikiselwa ivelu yazo eyisisekelo. Lokhu kuqhutshwa yinjabulo yabatshalizimali kanye nokuqagela, kufana ne-dot-com boom yasekupheleni kwawo-1990. Izinkampani zibhekwa njengenani elisekelwe kulokho okungase kube khona esikhundleni sempumelelo eboniswayo noma ekukhiqizeni imali. Lokhu kungaholela ekukhuleni okungazinzile kanye nokulungiswa ekugcineni lapho abatshalizimali bebona ukuthi amanani akhuphuka kakhulu. Ukuqonda le mijikelezo kubalulekile ukuze uzulazule esimweni sokutshala imali se-AI esiguquguqukayo.

Kungani i-OpenAI iqoqe amabhiliyoni ayi-110?

I-OpenAI ithole umjikelezo woxhaso omkhulu ka-$110 billion ukuze isheshise ukuthuthukiswa kwayo kanye nokusetshenziswa kwamamodeli obuhlakani bokwenziwa athuthukile, ikakhulukazi i-GPT-4 nokuphindaphinda okuzayo. Lokhu kutshalwa kwezimali kubonisa intshisekelo enkulu yomhlaba wonke kanye nesidingo sobuchwepheshe be-AI. Izimali zizosetshenziselwa ukwandisa amaqembu ocwaningo e-OpenAI, ukwakha ingqalasizinda yayo, futhi kukhuliswe ukukhiqizwa kwemikhiqizo yayo ye-AI. Ngaphezu kwalokho, kukhombisa ukukholelwa okuqinile esikhundleni sobuholi be-OpenAI embonini ye-AI ethuthuka ngokushesha.

Ikuphi ukufana phakathi kwe-AI landscape yamanje kanye nebhamuza le-dot-com?

Kunokufana okuningana okumangalisayo phakathi kwesasasa lamanje elizungeze i-AI kanye ne-dot-com boom. Kokubili kuhilela izinkampani ezinemibono emisha—kulokhu, i-AI—ezithola izilinganiso eziphakeme ngendlela emangalisayo naphezu kokuntuleka kwemithombo yemali engenayo emisiwe noma izindlela ezicacile zenzuzo. Njengama-dot-com amaningi aqalayo, amabhizinisi e-AI ahlulelwa “ngamandla” kunezinhlobo zebhizinisi ezifakazelwe. Zombili lezi zimo zibonakala ngokutshalwa kwezimali okucatshangelwayo kanye nokuthambekela kokuthi abatshalizimali bajahe amathrendi, ngokuvamile okuholela emananini aphakeme empahla alandelwa ukulungiswa ekugcineni lapho okungokoqobo sekungena. Ukuze uthole ukuhlaziya okuningiliziwe kwamabhamuza ezezimali, cabanga ukuhlola amamojula ka-Mewayz emijikelezweni yemakethe ( market -Mewayz. $49 ngenyanga).

Kubukeka kanjani ukulungiswa emakethe ye-AI?

Ukulungiswa emakethe ye-AI kuzobandakanya ukwehla okukhulu kwezilinganiso zezinkampani ezihlobene ne-AI. Lokhu kungase kubonakale njengezintengo zesitoko eziphansi, zehlisiwe