其实这个话题可以再延伸下去。AI是通过training,然后inference出答案来。Training方面就需要data input,而现阶段的AI其实是LLM, large language model。你可以通过喂AI越多paramater,已达到更准确,更updated的inferencing。所以若一家公司想要拥有自己的LLM,那么它可以考虑使用Azure, AWS或者Google cloud的GPU来做training跟inferencing。Apple的做法就是直接skip掉建设自己的hyperscale data center的做法,是一个无可奈何的做法,毕竟这种投资需要海量的现金,而且无法保证一定的ROI。所以他们能做的就是跟有AI model 的公司合作,这是无可奈何但是却没办法的下下策。
@HootdaciSEAАй бұрын
再深入探讨下去就可以聊关于为何其他的云端大厂现在不断的砸钱搞AI。其实这个世界玩的起的公司也只有几间,我一双手就可以数完了。老美的云巨头, Azure, AWS, Google cloud, Oracle cloud,XAI和等等跟大陆的BAT。如果你参考这个昨天google刚刚发表的earnings call,他们的说法是,没有投资AI的风险远远高于砸巨资投资AI的风险。要知道一个H100的售价是天价,如果要搞一个像样的LLM至少需要100k个H100,所以这个游戏不是小鱼能玩的。Apple的策略是你们玩你们的,等到稳定了,能高质量地deploy了,他们才会下场跟你玩。毕竟用户端的话,苹果公司才是那个大佬,他们说一就一,如果不开心也没办法(可以参考meta)。现阶段Apple是leverage on openai 的 chatgpt 4o,我本身是一个heavy user,而我想说的是,这个东西真的很好用,大大减少了我google一堆东西的时间。
@ZFounderClubАй бұрын
谢谢分享!
@ExM2g2 ай бұрын
Hi both , may i suggest having english subtitle to your video..
@ZFounderClub2 ай бұрын
Will do in the near future!
@ExM2g2 ай бұрын
I like jing Hunger for knowledge at all times...👍👍
@ZFounderClub2 ай бұрын
Thank you! Yes, he's an avid learner hahaha
@hezrontan10032 ай бұрын
小小礼物 🎉 真心很喜欢你们的节目 & 真的是优质KZbinr ❤
@ZFounderClub2 ай бұрын
Made our day! 谢谢你的肯定!我们会更加努力的!
@ExM2g2 ай бұрын
As I hope to share this video to my z generation friends..😊
@ZFounderClub2 ай бұрын
Thanks for sharing!
@jly58282 ай бұрын
好久没有在Z-Founder留言了,之前看直播重播都没留言的
@ZFounderClub2 ай бұрын
Hahahah 我们就奇怪了,会想怎么那么久了没看到 JLY
@ExM2g2 ай бұрын
Bravo to Ivan 👏👏👏
@ZFounderClub2 ай бұрын
Thank you!
@edwardchoo36532 ай бұрын
有好有坏
@ZFounderClub2 ай бұрын
怎么说?说说看
@qingjaystory51402 ай бұрын
Apple intelligence powered by open AI right?
@ZFounderClub2 ай бұрын
Part of it. Not all haha, but we are not too sure if it's confirmed or just a proposed collaboration during the WWDC 2024.