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"science and technology innovation board daily" september 6th (reporter chen mei) on september 5, the "in ai·infinite future" innovation conference was held at the bund conference, hosted by shanghai media group's cailian press and science and technology innovation board daily, and co-organized by ai daily and blue whale news.

in the roundtable discussion on "ai industry empowerment and investment opportunities", a group of industry and investment leaders had in-depth exchanges on "ai technology paths, business scenarios, and ai empowerment". this roundtable was hosted by mao mingjiang, editor-in-chief of cailianshe tmt and head of ai daily.

as an angel round investor of minimax,chen yu, partner at yunqi capitalit is believed that with the development of big models to date, yunqi capital has classified the commercial applications of big models into three major tracks: 2b, 2c, and embodied intelligence.

"with the support of big models, the intelligence of software in the 2b field has been greatly improved, which has greatly improved corporate productivity. this is a very clear direction. in the 2c field, emotional companionship, games, and consumer electronics are the three major directions. for example, new ai consumer electronics such as translation headphones and smart glasses are expected to generate new opportunities after the big model is implemented in hardware."

chen yu, partner at yunqi capital

in terms of embodied intelligence, chen yu believes that robots previously lacked generalization and could only perform a single action. "but after embodied intelligence, robots can quickly learn different actions and achieve multiple functions. this is also a new opportunity that emerges under new technologies."

zhou yutong, partner of gsr ventureswhen talking about ai investment opportunities, he said that 2b, 2c; domestic, overseas; software, hardware are the areas that jinshajiang venture capital is focusing on.

zhou yutong, partner of gsr ventures

from an industry perspective, e-commerce and marketing are the scenarios that are commercialized faster in the 2b field. "these scenarios do not require high accuracy and have a relatively high tolerance rate. ai has brought significant cost reduction and efficiency improvement to these industries, which can be measured by roi (return on investment)."

secondly, big models can empower professional fields such as finance, law, medicine, and industry, but the process of large-scale application may be slightly slower than other fields because these industries are more rigorous.

in the 2c field, various products such as chatgpt have gradually replaced the original search needs. in emotional companionship applications, some c-end products have already met the needs of certain users. judging from user data, zhou yutong is very optimistic about the application of big models in the entertainment industry. she believes that the entertainment industry can reduce the creation cost and threshold of ordinary users, and users may spend more time on content needs in the future.

zhou zhe, partner of yida capitalwhen sharing this question, he said that from the perspective of investment preferences, yida capital pays more attention to "technological attributes" and "market traction." "for example, in the field of heat dissipation, with the development of large models, heat dissipation has become a pain point in the chip industry, and the demand is huge, which is a new demand under the industry trend."

zhou zhe, partner of yida capital

the same is true for the field of optical modules. with the gradual application and industrialization of new technologies such as the internet of things, industrial internet, ar/vr, and the transformation of data centers to large-scale and centralized ones, the demand for optical modules continues to expand.

in zhou zhe's view, a solid communication network provides the foundation for innovative applications. "every technological leap is accompanied by the upgrade of cloud, pipe and terminal, and at the same time creates a new era. for example, 2g and mobile phones created the era of mobile voice, allowing people to communicate anytime and anywhere; 3g made information accessible; and the arrival of 4g promoted the emergence of innovative applications such as tiktok, making smartphones the most representative terminal device."

lv huangxian, managing director of redpoint venturesduring the discussion, he said that in the investment of large models, redpoint ventures had invested in ai chips earlier. for example, the investment in enflame technology and hanbo semiconductor was made before chatgpt attracted widespread attention.

lv huangxian, managing director of redpoint ventures

in the long run, lv huangxian believes that betting on ai is the right direction. "on the one hand, the emergence of companies like nvidia in the field has made the space potential of this field huge; on the other hand, a good founding team is very important."

"take the founding teams of enflame and hanbo semiconductor as examples. the relevant experience, resources, and accumulation are the cornerstones of the two companies' development to the present. in addition to technology, ai chips require the team to have high financing capabilities, and the support of large manufacturers is also indispensable."

lv huangxian said, "ai chips are different from other chips. the proportion and importance of software algorithms are very high. the implementation of the project involves a lot of operator optimization, and in-depth communication with end customers is required under the gpu architecture. therefore, the support of large manufacturers and strategic industry parties has greatly helped the research and development and commercialization of the two companies.

feng bo, managing partner of changlei capitalthey believe that investing in big models is actually the limit of cognitive technology. when investors and entrepreneurs communicate, they are predicting the future development ideas and judgments of entrepreneurs. in this regard, changlei capital focuses on 2b software and terminal hardware.

feng bo, managing partner of changlei capital

finally, as a financial company,zhu jianping, cto of cathay property and casualty insurance co., ltd.he said that artificial intelligence has already enabled the industry very well. "using artificial intelligence, we have basically realized intelligent services for users throughout the entire process, including marketing, insurance, claims, and customer service; intelligence has also penetrated into key internal areas such as product innovation, risk control, actuarial science, and finance."

zhu jianping, cto of cathay property and casualty insurance co., ltd.

"after the big model penetrated into the industry, on the one hand, it greatly improved the user experience; on the other hand, it significantly reduced costs and increased efficiency. the company has maintained a growth rate of several tens of percent every year, which is far higher than the industry average." zhu jianping believes that how to comply with regulations is also a challenge for the development of big models.

in addition to the above-mentioned participating institutions, more than 10 investment institutions including huangpu river capital, qiming venture partners, jiangdu capital, glory ventures, xiaomiao langcheng, and venture capitalists also participated in the roundtable of the "'in ai·infinite future' innovation conference".