百度夺跑中国版ChatGPT，市值大涨15％，成色几何？
开篇不谈ChatGPT，科技圈内无谈资。
往岁尾，ChatGPT刚刚出来的时候，有很多业界人士认为那是一款好景不常的产物。“那种产物火的快，谢的也快”“微软2014年就推出小冰了，ChatGPT不是吠影吠声吗?”“ChatGPT必定是一款噱头大于利用的软件”。
没想到，短短2个月，ChatGPT成为了全球最受存眷的互联网办事，没有之一。它在2023年1月末的月活用户已经打破了1亿，成为史上用户增长速度最快的消费级利用法式，远快于TikTok、微信、Facebook等现象级产物同期增速。
ChatGPT到底有多火?
我列举几个片段：以色列总统利用ChatGPT生成的内容,在一场手艺会议上公开颁发了一段致辞，骗过现场2万名听寡，引发热议;大量美国大学生用ChatGPT自然业，斯坦福研究人员推出了DetectGPT，反造ChatGPT侵略校园;比尔盖茨认为ChatGPT的汗青意义严重，不亚于PC或互联网降生;一家和ChatGPT没有半毛钱的豪华品平台——寺库，也表达将对ChatGPT相关手艺停止深进研究和拓展，以改动现有豪华品电商的运营形式。
在我的伴侣圈，能和ChatGPT比热度的，只要《狂飙》。有需要阐明，那种惊人热度是在大部门中国人还无法利用ChatGPT的前提下达成的。
那么，问题就来了。假设说ChatGPT是互联网将来的重要开展标的目的，中国版的ChatGPT何时面市?
中国版ChatGPT下月推出 百度率先夺跑
其实，关于中国版ChatGPT的相关话题，此前我就承受《全球时报》《证券日报》等媒体摘访，谈了一些预判。
在我看来，中国科技企业间隔ChatGPT是有差距，但差距没有我们认为的那么大。中国有海量的数据积存，有越来越多的颠末理论考验的操练模子，咱们的办事器遍及祖国各地，综合算力不比美国差几。
中国科技企业的AI才能正在加速落地，百度、华为、腾讯、阿里、商汤、京东、字节的AI落地办事，不见得比微软、谷歌、亚马逊差几，以至在一些范畴的利用更务实，好比无人驾驶、数字工业、伶俐物流等。
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至于中国的那批科技企业，哪家最有可能率先搞出来媲美ChatGPT的办事，我认为百度的可能性更大。
果不其然，2023年2月7日下战书，百度对外公布将于3月份推出中国版ChatGPT，项目名为“文心一言”。
据悉，目前文心一言团队正在加班加点，全力赶工做上线前的冲刺，不肃清有提早开放内测的可能。关于那些因为寡所周知原因无法利用ChatGPT的网友，那是一大福音。
多方看好文心一言 百度市值暴涨超15%
文心一言最末成色若何，我们不得而知，但从各方表示、出格本钱市场的表示来看，文心一言的等待值早已经拉满，各方赐与了积极等待。
百度在当天公布“文心一言”推出，并将在3月份完成内部测试后，公司港股股价大涨15.33%，收盘价162.5港元，创近期新高。
百度文心一言被看好的逻辑在哪?很简单，一句话：固然文心一言是新项目，但百度的手艺储蓄已久!
可能良多人不晓得，关于人工智能范畴，百度颠末多年积存规划，打造了四层手艺架构，包罗底层的芯片(好比昆仑)、深度进修框架(好比飞桨)、大模子(好比文心)以及最上层的利用(好比搜刮)，停止了全链条规划。
文心一言位于此中的模子层，在那个模子之上，又能够基于各个利用场景，融进其他的落地利用办事。
值得一提的是，早在人工智能时代之前，百度在搜刮引擎时代就积存了海量的中文语言相关数据、算法、办法论，若论整个中国互联网，哪一家对“文字”“语言”“索引”“语义”的理解更深入，无疑是百度。那些历经20多年积存的手艺和数据，将助力百度不单单能推出中国版ChatGPT文心一言，还有较大可能做好文心一言。
那也是为什么百度的度晓晓、希加加推出即出圈的原因所在。出格百度度晓晓，往年因写做高考做文得高分而引发普遍热议，引发了各界关于“AI写做能否代替人类”的担忧。尔后，百度的文心一格推出后，也引发了各界关于“AI绘画能否代替人类”的担忧。
我却是认为，有那种担忧，恰好阐了然百度在人工智能范畴的手艺领先。那也阐明，关于AIGC涉及到的手艺储蓄，百度其实比ChatGPT背后的OpenAI更早，并且早了良多年。
百家争喊百花齐放 中美两国更多ChatGPT已经在路上
有人认为ChatGPT是倾覆一切的大杀器，它能够极大水平地提拔我们生活、工做效率，能够利用到方方面面。也有人认为ChatGPT是即将翻开的潘多拉魔盒，将对现有互联网格局下的诸多支流产物带来扑灭性冲击，好比搜刮引擎就有可能被ChatGPT彻底代替。
无论若何，不管哪种认知占据支流，关于ChatGPT的开展一刻也不断歇，无人阻挠。中美两国支流互联网企业均在停止类似ChatGPT的产物规划，更多ChatGPT已经在路上。
腾讯申请的“人机对话办法、安装、设备及计算机可读存储介量”专利获受权，以腾讯的产物才能，相信年内有看推出落地产物;谷歌公司母公司公布将推出聊天机器人“巴德(Bard)”，正面与ChatGPT合作;微软与OpenAI达成了100亿美圆的交易，方案将后者的手艺纳进其必应搜刮引擎和其他产物;360公司对外公布，也方案尽快推出类ChatGPT手艺的demo版产物;科大讯飞表达有ChatGPT相关手艺积存，科大讯飞最有期看把ChatGPT不只在中文语言模子中落实，同时也最有期看把它利用在教导、医疗那些十分重要的行业赛道。
至于汉王科技、寺库等蹭热度的企业，更是不乏其人。
不出不测的话，在2023年年内，中美两国会出来起码几十款类ChatGPT或者蹭ChatGPT热度的相关产物，那些产物程度良莠不齐，短时间内就会跑出几个梯队。综合各方要素阐发，我更看好顶级的科技巨头来做那项工做，至于广阔创业企业，应该积极拥抱巨头，操纵巨头开发的大模子，办事于本身开展。
附录：笔者承受《全球时报》关于ChatGPT相关摘访的报导
《Chinese tech firms eye ChatGPT-style bot as move kicks off new round of AI race in the world》
ChatGPT, OpenAI's highly-regarded chatbot, is making a splash worldwide and has been stirring up excitement within the Chinese AI community recently. Discussing its "impressive yet imperfect performance", some industry players also raised a question: How far are we from a ChatGPT designed by a Chinese company?
On January 30, roughly three months after its official launch, Chinese tech giant Baidu was reportedly to be planning the launch of an AI chatbot service similar to ChatGPT, which may be unveiled in March, with the initial version having been integrated into its search service, and it will allow users to receive conversational search results.
Baidu CEO Robin Li hailed the project as "leading the generational reform in the search experience," saying internally that relevant technology has reached a critical point and that Baidu has a great opportunity in it, according to a report from the domestic news site chinastarmarket.com.
China's explorations
"It's ambitious and exciting. But we believe it's achievable because the technology has reached a critical point. Technologies like ChatGPT service will get popular, but how to apply it to search scenarios is more difficult to explore than the technology itself. How can we make this happen, so that hundreds of millions of people benefit from it every day, and their efficiency is significantly improved? We have a great opportunity in this regard," Li said in the report.
"Baidu does have plans for (making) such a tool, and research was accelerated at the end of 2022," several people close to the matter told the Global Times, declining to disclose further details.
Baidu did not reply to an interview request from the Global Times.
So, what is ChatGPT? "I am ChatGPT, an AI language model developed by OpenAI. I can answer questions on various topics and perform various language tasks such as text generation, summarization and translation," the chatbot told the Global Times while being asked to introduce itself.
The chatbot goes beyond traditional ones that are focused on personal communication and provides a range of responses including code, essays, and scientific reports, and sometimes, proves to outperform human beings.
Baidu, a Chinese internet search leader in China, has its tech strength to do the "cash-burning", Liu Dingding, a veteran internet industry watcher, told the Global Times on Sunday.
Although in terms of semantic understanding and core presentation ability, it may not necessarily be better than the US one, after the first step of the official launch, as the number of users and data collected increase and computing power strengthens, its understanding will improve, and it will definitely become an indispensable tool in answering content creation questions, Liu said.
Apart from Baidu, industry watchers told the Global Times that other Chinese firms have also made forays into the sector and made some early explorations.
"Our team is currently exploring using chatbots to create short videos and other similar content, and enable creators to rev up production efficiency in content creation," a staffer at a domestic short-video company, told the Global Times.
The individual noted that though user experience of ChatGPT is "breath-taking" compared with its predecessors, disadvantages are also obvious - for instance, ChatGPT is prone to giving biased, incorrect answers, or outdated ones since its training data is unfiltered and only goes up to 2021.
"We are trying to avoid that for our training," the person said on condition of anonymity.
Other chatbots in China are also used in more professional tasks, such as programming, essay writing or game development.
Chinese tech giants such as Bytedance, Huawei, Tencent, Alibaba, and SenseTime all have strong AI capabilities, as well as the accumulation of relevant data needed to develop a model, Liu said.
However, regarding to basic AI algorithm structures and the models, Chinese enterprises lag behind by about two years, according to some industry insiders.
AI algorithm is key
ChatGPT's question-and-answer logic and performance as an AI are very good, which proves that AI has become a useful tool. The difference from the previous technology is that ChatGPT is a large model, which has a stronger understanding of contextual semantics than other AI algorithms, and the data accumulation speed is faster than its competitors, with growth and usability, Pan Helin, joint director of the Research Center for Digital Economics and Financial Innovation affiliated with Zhejiang University's International Business School, told the Global Times on Sunday.
But so far, "we have not seen a relatively strong AI algorithm model in China at this stage", Pan said. It may be technically capable, but by combining the three levels of algorithm, computing power, and data, there are currently no domestic companies that can launch ChatGPT-equivalent algorithms, Pan said.
A report released by UBS on Wednesday showed that ChatGPT is estimated to have reached 100 million monthly active users in January, two months after its launch, becoming the fastest-growing consumer app.
This is an unprecedented rate of expansion - TikTok took about 9 months to reach 100 million users after its launch, while Meta's Instagram took about 2.5 years.
"I had very mixed feelings after I tried ChatGPT - I am excited to see that artificial intelligence can develop to this point, but also concerned whether Chinese companies can rapidly catch up, though we can anticipate that," Liu said.
In essence, there exists a competition of AI capabilities between China and the US - to compete with such a strong competitor, China has to go ahead and overcome all challenges it faces, from management ideas, computing power, algorithms, and data circulation, to capital investment needed to achieve the set goal, Pan said.