Although it's a two-month-old video, I'm sharing a three-part series that clearly summarizes the current state of algorithms, big data, and compute in AI. While some points might be familiar, the message is clear, and I recommend watching when you have time (total runtime: about 40 minutes).
All videos are in Korean btw...
Part 1: Algorithm
(Link)
Part 2: Big data
(Link)
Part 3: Compute
(Link)
Part 1: Google, Apple, and Microsoft in Crisis! The Calculations of Top-Tier Companies in an Era of Great Transformation — Link
- The AI era is centered on
algorithms,
big data, and
compute, marking a transition in the fourth industrial revolution from 'Tool' to 'Machine', 'Device', and finally, '
Function'. LLMs like GPT are breaking down language barriers and enhancing human-machine interaction.
- With the advent of
on-device AI, algorithms are now
executed directly on devices rather than relying solely on the cloud. This enables the dynamic selection and processing of algorithms based on user needs, providing personalized AI experiences.
- In the AI era,
companies that control the selection of algorithms, rather than just their creation,
are poised to seize market dominance. Platform companies like Apple, Google, and Microsoft hold significant positions due to their ecosystems. For example, Apple leverages years of user data and queries within its ecosystem to provide AI services optimized for user needs; the development of on-device AI further enhances this capability.
- The intersection of LLMs and GenAI, along with on-device AI that selectively executes these models, is creating new markets led by major platform companies. These companies are likely to steer market trends through their
authority to select algorithms.