Recently, there has been a viewpoint that "the AI revolution may have lost momentum, because even if generative AI includes advertisements, it may not be worth it, as the cost of searching for an answer each time might be higher than the advertising revenue." I believe this view is too one-sided and overlooks the potential of technological advancements and business model innovations.
Firstly, the cost of computing power is decreasing. The development of technology has led to a gradual decline in the cost of computing power. Historically, whether it is the development of computers or internet technology, Moore's Law has applied, which states that computing power doubles approximately every 18 months while costs continue to decrease. This rule also applies to the AI field. With advancements in semiconductor technology and the gradual commercialization of quantum computing, the cost of computing power will further decrease in the future, significantly reducing the operational costs of generative AI.
In addition, the popularization of cloud computing technology provides more economical and efficient computing power support for AI. Major technology companies such as Amazon, Microsoft, and Google are continuously increasing their investments in cloud computing infrastructure. This not only enhances the availability of computing power but also reduces usage costs. This means that the operational costs of generative AI will decrease in the future, making it more economically viable.
Secondly, from the perspective of business models, advertising is not the only option. AI technology has a wide range of application scenarios with diverse business model potentials. For example, AI can provide customized solutions in the enterprise service sector, such as intelligent customer service, data analysis, and business process optimization. These application scenarios can achieve profitability through subscription models or pay-as-you-go models.
AI can also play a significant role in education, healthcare, finance, and other fields. In education, AI can provide personalized learning guidance and intelligent assessments; in healthcare, AI can assist doctors in diagnosis and treatment planning; in finance, AI can perform risk assessments and investment advice. These application scenarios can bring direct economic benefits and create more value for users by improving efficiency and accuracy.
Even in the advertising field, AI can bring model innovations. Traditional advertising models indeed have some limitations, but AI can improve advertising effectiveness through precise targeting and personalized recommendations. AI technology can analyze user behavior data and interests to achieve more accurate advertising delivery and improve conversion rates. At the same time, generative AI can also create high-quality advertising content to attract users' attention and enhance advertising effectiveness.
Moreover, AI can help advertisers with market analysis and performance evaluation, optimizing advertising strategies to reduce costs and increase return on investment. This means that even in the advertising model, generative AI can achieve profitability.
Finally, technological innovation has always been a crucial driving force for the AI revolution. With the continuous advancement of deep learning, natural language processing, and computer vision technologies, the application scenarios of AI will become increasingly extensive, and its potential value will continue to grow. The progress of AI technology is not only reflected in computing power and algorithms but also includes improvements in data acquisition and processing capabilities and innovations in cross-domain applications.
In summary, the viewpoint that "the AI revolution may have lost momentum" overlooks the potential of technological advancements and business model innovations. With the decreasing cost of computing power and the exploration of diverse business models, generative AI will still have broad development prospects in the future. The drive from technological innovation and market demand will keep the AI revolution moving forward, creating more value and opportunities. For investors and enterprises, seizing the opportunities presented by AI technology development and actively exploring new application scenarios and business models will be key to future success.