The sudden outbreak of ChatGPT has accelerated the entry of many domestic and foreign technology companies into AIGC.
On February 7th, Google’s parent company, Alphabet, said that it would launch chat bot services and more artificial intelligence for its search engines and developers to cope with the competition of Microsoft ChatGPT. Previously, Google had invested nearly $400 million in artificial intelligence startup Anthropic, and the company is now stepping up testing ChatGPT’s competitor Claude. Baidu also officially announced on its official WeChat account that a new project “ERNIE Bot” similar to ChatGPT will come out soon. On February 8, Shell Finance reporter learned from Alibaba that there are similar ChatGPT products under development and are currently in the internal testing stage.
Digital Reading | Which companies have entered the “trillion predictable” artificial intelligence generated content track?
The popularity of ChatGPT makes AIGC the first outlet in 2023, and investment institutions are optimistic about the business prospects of ChatGPT and AIGC. AIGC represents the new trend of artificial intelligence technology development. In the past, traditional artificial intelligence was biased towards analytical ability, but now artificial intelligence is producing new content. Through a large number of training data and generating algorithm models, various forms of content such as text, pictures, music, video and 3D interactive content are automatically generated, which means that AIGC is accelerating to become a new commercial boundary in the AI field.
According to soochow securities’s prediction, the penetration rate of AIGC in content generation will increase rapidly, and the application scale will expand rapidly. It is estimated that the AIGC market will exceed one trillion yuan in 2030.
According to the data of Huaxin Securities, in 2023, artificial intelligence gradually moved from academic research to industrialization, and the integration of business and AI technology formed a development pattern of mutual fulcrum, and entered the commercial period of industrial scale. Artificial intelligence technology will continue to penetrate into all fields of AI digital commerce.
According to Gartner’s “Artificial Intelligence Technology Maturity Curve in 2022” report, generative AI is still in its infancy, but its broad application scenarios and demand space have attracted a lot of capital and technology investment, and it is expected that it will be applied on a large scale within 2-5 years. AIGC has the potential to generate trillions of dollars in economic value. Its prosperity and development will promote the rapid follow-up of asset services. Through the evaluation of generated content compliance, asset management, property rights protection and transaction services, a complete ecological chain of AIGC is formed, and its commercial potential is fully released. By 2025, the commercial application scale of generative AI in China will reach 207 billion yuan.
Digital Reading | Which companies have entered the “trillion predictable” artificial intelligence generated content track?
The development of AIGC has gone through three steps. With the development and evolution of artificial intelligence, the development of AIGC can be divided into three stages: early germination stage (1950s to mid-1990s), precipitation accumulation stage (mid-1990s to mid-21st century) and rapid development stage (21st century to present).
Digital Reading | Which companies have entered the “trillion predictable” artificial intelligence generated content track?
Shell financial reporters combed the data and found that before ChatGPT appeared, AIGC track had many mature applications, such as Stability AI, which uses AI to generate images to draw artworks according to users’ needs, and Jasper, which can use AI technology to generate marketing texts. As early as 2022, the two parent companies received $101 million and $125 million respectively, which made the company’s valuation rise to more than $1 billion and became a unicorn.
Domestic internet companies are also actively involved. Tencent, Baidu, Ali and ByteDance are all investors and participants in the field of artificial intelligence. How did they design AIGC?