ChatGPT has become increasingly popular recently, with Internet tycoon Wang Huiwen announcing plans to invest 50 million US dollars into the game. However, hard technology investors believe that there is nothing new to invest in the field of AI due to the high cost of building a computing center for ChatGPT-like projects. Start-ups can still engage in research and development of related AI scenarios on the basis of large models that are open-sourced and more and more infrastructure-oriented. VC institutions have invested a lot in industrial AI in the past, but the subdivision scenarios of concern are different. Investors should not judge AI with a single stick or push it to the sky because of ChatGPT, as any track cannot be achieved overnight and investment is a long-term thing.
The current wave of AI fever has not made AI smarter, but has only expanded the data model, allowing AI to generate and produce the AIGC track. However, the investor believes that the real payment demand downstream is debatable, as AI automatic choreography, AI painting, and AI scripts are all highly competitive and free. Additionally, AI painting may reduce the value of traditional artistic creation. Furthermore, the hardware investment in the metaverse, AR/VR, etc. is difficult to wear lightly on the body, coupled with the purchase threshold, making it difficult for start-up companies to get out of the profit dilemma. Therefore, the investor does not believe that the current wave of AI being hyped by ChatGPT is worth investing in.
The AI track has not completely disappeared and there are still some funds in the market that are paying attention and investing in the field. ByteDance recently invested in Lu Qi, a well-known entrepreneurial incubator in the United States, which has been increasing its focus on the AI track. This has led to a surge in the field of content output represented by AIGC, with many entrepreneurial fields emerging. This year is expected to bring a lot of financing opportunities in the AI field, as investors are still interested in the sector. ByteDance’s investment in Lu Qi is a sign of the growing interest in AI and the potential for new investments in the sector. With the increasing focus on AI, entrepreneurs and investors alike should be on the lookout for new opportunities in the field.
AI paintings have become increasingly popular in recent years, with many investors eager to invest in the field. However, some investors have expressed concerns about the potential for bubbles in the AI painting market due to the high cost of investment and the slow development of AI technology. They suggest that companies should focus on slow, steady growth and return to normal investment returns, rather than setting their project and product positioning too high and deifying the industry. Investors should be aware of the risks associated with investing in AI paintings and should take a cautious approach to ensure they are not over-investing in the sector. By taking a measured approach to investing in AI paintings, investors can ensure they are not exposed to unnecessary risk and can enjoy the potential rewards of investing in this exciting new technology.
