腾讯科技讯 —— 近日，美国著名风险投资公司a16z的联合创始人马克·安德森（Marc Andreessen）和本·霍洛维茨（Ben Horowitz）在视频平台Youtube上发布了一段对话视频，深入探讨了人工智能领域的发展趋势和竞争格局。
在视频中，安德森与霍洛维茨表示，随着大型科技公司如谷歌、亚马逊、微软等在算力和数据规模上占据优势，小型人工智能初创公司要想与之竞争，必须找到新的创新路径。他们认为，小型公司应该专注于特定领域的深度学习，或者在技术上进行突破性的创新，以期在细分市场中取得领先地位。
此外，两位风投专家还揭示了数据作为可出售资产被高估的原因。他们指出，虽然数据是人工智能发展的关键资源，但并非所有的数据都有价值，而且数据的质量远比数量更为重要。因此，企业应该更加注重数据的质量和分析能力，而不是单纯追求数据的数量。
最后，安德森和霍洛维茨对比了当前人工智能热潮与本世纪初互联网浪潮的异同。他们认为，虽然两者都是技术革命，但人工智能的影响范围更广，从医疗、教育到交通，几乎所有行业都将受到人工智能技术的冲击。同时，他们也提醒投资者，重大技术创新往往伴随着投机和泡沫，因此需要谨慎对待。
此次对话视频为人工智能领域的创业者、投资者和相关从业者提供了一面镜子，让他们能够更清晰地看到行业的未来趋势和挑战。同时，也为如何应对技术变革提供了宝贵的见解和建议。
英语如下：
Title: “AI Bubble Emerges: Veteran Venture Capitalists Discuss Innovation and Speculative Trends”
Keywords: Bubble, AI Competition, Data Assets
Content:
Tech in China – Recently, Marc Andreessen, co-founder of the well-known US venture capital firm a16z, and Ben Horowitz, another co-founder, released a dialogue video on the video platform YouTube, delving into the development trends and competitive landscape of the artificial intelligence sector.
In the video, Andreessen and Horowitz stated that as large tech companies such as Google, Amazon, and Microsoft dominate in terms of computing power and data scale, startups in the AI field must find new paths to innovation if they are to compete. They believe that smaller companies should focus on deep learning in specific areas or make groundbreaking technological innovations in order to gain a leading position in niche markets.
Additionally, the two venture capital experts revealed the reasons behind the overvaluation of data as a sellable asset. They pointed out that while data is a critical resource for the development of artificial intelligence, not all data is valuable, and the quality of data far outweighs its quantity. Therefore, businesses should focus more on the quality and analysis capabilities of data rather than simply pursuing quantity.
Finally, Andreessen and Horowitz compared the current AI hype to the internet boom of the early 2000s. They believe that while both are technological revolutions, the impact of AI is broader, affecting nearly every industry from healthcare and education to transportation. At the same time, they cautioned investors about the risks of significant technological innovations, which often come with speculation and bubbles, and advised caution.
This dialogue video serves as a mirror for entrepreneurs, investors, and professionals in the AI field, allowing them to see more clearly the future trends and challenges of the industry. It also provides valuable insights and suggestions on how to respond to technological changes.
【来源】https://new.qq.com/rain/a/20240517A0AW1D00
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