人工智能商业内参 008

人工智能入侵企业软件

企业级软件市场的人工智能越来越多 ,《纽约时报》报道了 Salesforce 和 Oracle 最近的一系列布局:

On Sunday, Salesforce.com, which sells online software for sales and marketing, announced it would be adding A.I. to its products. Its system, called Einstein, promises to provide insights into what sales leads to follow and what products to make next.

Salesforce chose this date to pre-empt Oracle, the world’s largest business software company, which on Sunday evening began its annual customer event in San Francisco. High on Oracle’s list of new features: real-time analysis of enormous amounts of data. Oracle calls its product Oracle A.I.

Elsewhere, General Electric is pushing its A.I. business, called Predix. IBM has ads featuring its Watson technology talking with Bob Dylan. These moves, along with similar projects at most major tech companies and consulting firms, represent years of work and billions in investment.


人工智能投资的泡沫

人工智能投资的火热程度正逐步成为新的泡沫):以下为数字:

Investors dropped $681 million into A.I.-centric startups in the Valley last year.

This year the number would reach $1.2 billion. Five years ago total A.I. investment piked at roughly $150 million. This is how Silicon Valley works: when there is a new hype that seems to have investor trust everybody jumps on the train without asking any questions. No one asked: “Where does this train go?”

真实情况则是机器学习的火热:

The truth is — artificial intelligence does not exist yet and every single company pretending to have one is in most cases arrogantly re-selling an old concept of machine learning – a technology first introduced in 1959 that truly started to take off in the 90s. Cloud technology, big data and amazing search algorithms finally became the fuel for this rocket. Systems and services could self-improve thanks to insane amount of statistical data pouring their way. But this has nothing to do with A.I.

更进一步看,机器学习需要的海量数据是大公司的的专用优势,创业公司几乎毫无胜算。


顶级投资人眼中的人工智能创业

a16z 创始人 Marc Andreessen 日前在 TechCrunch Disrupt 大会上介绍了自己如何看待人工智能创业:过去人工智能需要人才和数据,而现在随着大量人才开始创业,大公司陆续开放机器学习工具和人才培养模式的改进,人工智能创业的前景变得不同:只需要很少的人和数据,创业公司就能有所收获。具体来说:

Not last, he noted, startups can both do increasingly creative things with smaller data sets, and they’re finding more innovative ways to get the data, including via simulation environments. Here, Andreessen noted that researchers are currently using “Grand Theft Auto V” to teach their artificial intelligence algorithms how to drive (among other games).

“We’re seeing a bunch of interesting companies, from health care and life sciences to many [startups focused on] fintech and transportation.