ChatGPT引入插件Plugins功能。根据OpenAI官网,3月23日已经在ChatGPT中实现了对插件的初步支持。插件是专门为以安全为核心原则的语言模型设计的工具,可帮助ChatGPT访问最新信息、运行计算或使用第三方服务。第一批插件中包含了OpenAI自己开发的网络浏览器和代码解释器。并且,其开源了知识库检索插件的代码,任何开发人员都可以自行托管他们想要用来增强ChatGPT的信息。后续将逐步扩散插件的访问权限,优先考虑少数开发人员和ChatGPT Plus用户。 插件功能为ChatGPT注入新活力。应用场景丰富,打通行业壁垒。插件功能的引入让ChatGPT从一个单纯的“大玩具”升级为一个功能丰富的多元化平台。通过支持第三方开发者为ChatGPT开发丰富的插件,用户可以根据需求挑选自己喜欢的插件,实现更专业、更个性化的体验。在过去的一段时间里,ChatGPT已经在起草和编辑内容、辅助编程和学习新知识等领域展现出了巨大的潜力。而随着插件的出现,ChatGPT的应用场景将进一步拓展到更多行业,如金融、医疗、教育等。 插件功能促进AI领域的生态建设和创新。ChatGPT引入插件Plugins,意味着开发者将成为这个生态的重要组成部分。OpenAI以开放的姿态邀请广大开发者加入,共同开发符合市场需求的插件,形成一个共享共赢的生态。 对于整个行业来说,会有以下几点深远的影响:1)行业生态更加丰富:激发整个行业的创新活力。越来越多的企业和开发者将投身于AI领域,推动行业生态的繁荣发展。2)跨行业合作加速:促进AI技术与各行业的深度融合,推动各行业领域的数字化进程,提升各行业的整体竞争力。3)竞争格局调整:随着ChatGPT平台功能的丰富和应用领域的拓展,竞争对手也将面临更大的压力。为了在竞争中脱颖而出,各家AI企业需要加大研发投入,不断创新,提升自身的竞争力。4)消费者福利提升:消费者将获得更加丰富的功能和定制化体验。这将促使各家AI企业更加关注用户需求,努力提升产品质量和服务水平,从而使消费者在竞争中受益。5)开放式创新模式成为趋势:OpenAI通过引入插件Plugins功能,展现出了开放式创新的姿态。这将推动整个行业更加注重开放合作,形成共享共赢的生态,推动AI技术的快速发展。 投资建议:重视AIGC相关的生态构建和应用发展。去年ChatGPT的面世让市场看到了AI的新潜力,2023年随着OpenAI不断推陈出新,以及微软在搜索引擎、Office等方向产品的推出,AIGC赛道将迅速开启生态构建大时代。软件层面主要包括自然语言处理技术:谷歌、微软、科大讯飞、三六零、拓尔思;AIGC生成算法模型及数据集:英伟达、Meta、百度、蓝色光标、昆仑万维。算力层包括:中兴通讯、工业富联、寒武纪、新易盛、天孚通信、太辰光、光环新网、中际旭创等。边缘算力包括:美格智能、移远通信、广和通。 风险提示:伦理风险:AI在交互过程中,可能出现伦理风险。技术创新不及预期:AIGC的技术发展不及预期。以及底层硬件技术,如:超级计算机、算力的发展不及预期。政策监管风险:目前AIGC还处于相对早期,后续是否会出台AIGC作品相关知识版权或其他法律监管条款尚不明确。 附录: OpenAI的发展在整个AI赛道起到了带动的作用,因此我们附上了OpenAI核心成员对于AI领域的观点,以便参考。主 要来源:核心成员推特。 总结: 1)发展速度快——新摩尔定律:每18个月智能的数量增长一倍。 Altman—A new version of moore’s law that could start soon: the amount of intelligence in the universe doubles every 18 months. Brockman—Most amazing fact about Ai is that even though it’s starting to feel impressive, a year from now we’ll look back fondlyon the AI that exists today as quaint and antiquated. 2)个人能力的放大器,经济增长的助推器。 Altman—I think AI is going to be the greatest force for economic empowerment and a lot of people getting rich we have ever seen. Altman—AI should both provide the most individual economic empowerment of any technology ever and also make it so that no one has to work who doesn’t want to. It will be an astounding force multiplier. Brockman—A decent prediction on HN: … people who have no experience in a field will suddenly be enanled tooperate in that field alone. Meanwhile, people who already had experience in that field will now be even more effective and efficient. 3)个人独有的AI——用户自定义AI行为。 How should AI sysytems behave, and who should decide?—Define your AI’s values, within broad bounds. Brockman—A decent prediction on HN: … In 10 years from now, mark this prediction: nearly everyone will have an AI counterpart that is trained and unique to each individual… 4)AI的安全性——用模型规避滥用问题,监管至关重要。 Brockman—Maybe one reason that classic AI safety thinking focuses so exclusively on the technical alignment problem—misuse harder to solve through theory. But for good future with AI, must do an A+ job on both alignment and societal rollout. Altman—Regulation will be critical and will take time to figure out; Although current-generation AI tools aren’t very scary, I think we are potentially not that far away from potentially scary ones. 5)向AGI前进——2025年,AGI在很多行业将触手可及。 Altman—Predictions for the three most important technological developments that will happen by 2025: … 2) AGI will feel within reach to many people industry… Planning for AGI and beyond—A gradual transition to a world with AGI is better than a sudden one. 推特原文: Sam Altman: 2023/3/3 language models just being programmed to try to predict thenext word is true, but it’s not the dunk some people think it is. animals, including us, are just programmed to try to survive and reproduce, and yet amazingly complex and beautiful stuff comes from it. 语言模型只是被编程为尝试预测下一个单词的这个观点是正确的,但也不仅仅是某些人们想的那样。动物,包括人类,也 只是被编码为尝试生存和繁衍,但他们却令人惊讶地产生了一些复杂和漂亮的东西。 2023/2/27 A new version of moore’s law that could start soon: the amount of intelligence in the universe doubles every 18 months 新版摩尔定律将开始了:宇宙中的智能数量每个18月翻一番。 2023/2/25 Planning for AGI and beyond 2023/2/19 The adaptation to a world deeply integrated with AI tools is probably going to happen pretty quickly; The benefits (and fun!) have too much upside. 适应与人工智能工具深度融合的世界可能会很快发生;这其中的好处(乐趣)有很多。 These tools will help us bemore productive (can't wait to spend less time doing email!), healthier (AI medical advisors for people who can’t afford care), smarter (students using ChatGPT to learn), and more entertained (AI memes lolol). 这些工具这些工具将帮助我们提高工作效率(迫不及待地想花更少的时间处理电子邮件!),让我们更健康(为无力支付医 疗费用的人提供AI医疗顾问),让我们更聪明(学生使用ChatGPT学习)和更多娱乐(AI meme)。 A transition like this is mostly good, and can happen somewhat fast—the transition from the pre-smartphone world to post-smartphone world is a recent example. but it’ll be tempting to go super quickly, which is frightening—society needs time to adapt to something so big. 像这样的转变大多是好的,而且可能会发生得很快——从前智能手机世界到后智能手机世界的转变就是最近的一个例子。 但是也可能发展的太快了,这很可怕——因为社会需要时间来适应这么大的事情。 There will be more challenges like bias and people