2023-07-05 07:20:02
The latest data shows that ChatGPT, which has sparked an artificial intelligence (AI) boom in the world, saw a 9.7% drop in global visits in June, and a 5.7% drop in unique users, showing the risk of a bubble.
Statistics from Similarweb, a network analysis company, show that in the first five months of this year, the growth rates of ChatGPT’s global visits (compared to the previous month) were 131.6%, 62.5%, 55.8%, 12.6%, and 2.8%, respectively, and the pace of growth is gradually increasing. Slowly, the number of visits in June fell by 9.7%, the first time since its launch.
Last month, ChatGPT saw a 5.7% decrease in global unique users and an 8.5% reduction in visitor dwell time.
Since the beginning of this year, AI has shown great vitality in the Chinese market, especially general AI. According to Wind data, the A-share ChatGPT index rose by as much as 71.77% in the first half of the year, and the scale of capital inflow is very considerable. As of Tuesday (4th), there are more than 80 large AI models in China with a parameter scale of more than 1 billion.
However, it is also worth noting that the risk of industrial bubbles has emerged. According to the “Securities Daily” report, angel investor and senior AI expert Guo Tao said: “Currently, China’s AGI market has entered the era of “a hundred schools of thought contending”, but at the same time, bubbles have emerged, such as inflated valuations of new ventures, large listed companies Shareholders have recently frequently reduced their holdings for cash, etc., and the industry should be alert to related risks.”
Zhang Xiaorong, president of Deepin Technology Research Institute, also believes that the overall general AI technology is still not mature enough, it is difficult to commercialize the technology, and there are many challenges in the application process. Optimistic market expectations have led investors to be overly optimistic regarding the potential of the industry. Once the technology cannot be effectively commercialized, the bubble may burst.
“Currently, the domestic AGI industry in (China) is showing signs of overheating.” Huang Song, an expert on AI algorithms for the platform, said, “The models launched by some companies are not comparable to the real large Models are so far removed that “pseudo-general artificial intelligence” has emerged.”
Experts believe that a moderate bubble is conducive to the development of the industry, and can help companies attract more funds and gather more resources. However, once there is an overheating trend, it needs to be resolved and guided.
“Enterprises must find their own positioning. General artificial intelligence is rich in business types, and it is not necessary to expand the model. Other subdivisions also have good prospects.” Huang Song believes.
Zhang Xiaorong said that the development of China’s AGI industry needs to deal with five major issues, including supervision and regulation, technological innovation and application, industrial cooperation, market transparency, and investor education.
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