Editor's note: This article is a record of Sequoia Capital's speech on Sina C+, and Lei Fengnet (search for "Lei Feng Net" public concern) has done the editing without changing the original meaning.
It may be that one investor sees internet finance and more is an industry.
I think that artificial intelligence should not be a new topic. Many scholars and scientists may have studied it 10 or 20 years ago. Today, as ordinary people, we have also felt such shocks and surprises brought by artificial intelligence to our lives.
In the past 10 or 20 years, PCs have entered our lives, from companies to individuals. In the past 10 or 20 years, newspapers have changed from publishing to companies like Sina and Sohu. 10 years ago, e-commerce entered our lives. Many of our entertainment time has changed significantly from entertainment and game play to today's live broadcast. In the past five or six years, we have seen CCTV as our representative in our lives, which has caused many entrepreneurial battles, such as the 3Q wars and the Xiaomi mobile phone war. We have seen nearly ten companies influencing our lives in the last two years. Nearly 10 such mergers can be seen in the rapidly changing industry driven by the Internet. The entrepreneur’s mentality is also rapidly changing. Gradually mature.
What will happen in the next 10 years? In these two years, we can notice that the best companies in the industry are: Internet companies, and later big data companies. Now many companies are smart companies. I believe that this is just the beginning. The more you put yourself in an industrial age. From the PC Internet to the mobile Internet, to big data, to artificial intelligence. When our Prime Minister said Internet+, many companies now turn wireless Internet+, Big Data+, or AI+ into their own brand. I think this is a sign that you can see the changes in the industry.
Speaking of artificial intelligence, we now feel it, but in fact it is still at a preliminary stage. It may take 10 or 15 years for us to think that the machine will gradually approach people. We expect the machine to do more for people.
What kind of structure will we face in the future?
Perhaps we are faced with two aspects of rapid development, one is the cloud, one is the end. Now we can see a vivid example of the Google brain, Baidu brain: In the machine's many wisdom, data and algorithms, a lot of power will accumulate in a cloud, a brain. What will happen to the end?
In fact, everyone has a terminal now. The mobile phone is a sensor and there are other things. Every hour, there are nearly one million connected devices on the Internet every hour. This is very fast. Except people are connected, many devices are connected. Everywhere, the sensors around you are stream code. I think this is cloud and end. development of. There are many technologies on the cloud and on the cloud. When Google's brain and Baidu's brain almost become human brains, what changes will be discovered? I think this will bring a lot of new things and new problems. For example, Baidu's brain and Google's brain may be a kind of connection, and it may also be a kind of feedback, forming a closed loop. If it is the human brain, is it possible to form a closed loop? Forming a closed loop may have more things to do. When you control the machine, can the machine control it? Although there will be many problems, it will be very exciting.
When I mentioned that people became the end, the actual touch was the human features. The human features are far from fully expressed. In the past, we contacted the PC Internet by finger taps and keyboards. You still have vision. You still have hearing. You still have taste and touch. The widest bandwidth is vision. So now we can see that vision has become one of the most active areas for entrepreneurs and technology that we see today.
What is the driving force behind these developments?
One is demand, and people are constantly hoping to increase efficiency and save more. The other is that you want to enjoy your pleasure for a longer period of time. This is the development of demand.
From the artificial intelligence stage, we are now still building an infrastructure. Just now the so-called hardware, equipment, communications, and algorithms are all infrastructure. We have observed that 70 to 80 percent of investments are now in infrastructure, but more investment has begun to shift to artificial intelligence applications, with life and companies. The actual problem is combined. In the past 10 years, we may imagine that it is a theme of Design, Program, design, and programming. The future is more about perception, learning, and training. Predictably, I think in the future, it may be five years that every company that succeeds in the industry is an AI company. Instead of an expert scholar, or a symbol of a few IT staff.
We have all seen a movie "Avatar." After 3D printing digitizes what you imagine, you can print it as a reality, print it as something you touch, and print it as a real thing. Robots think of what you imagine: actions, reflections, and virtual things have an effect in reality. If we connect what we see now, it seems that we have formed some closed loops, and it is possible that the boundaries between virtual and reality will become increasingly blurred.
The above is an imagination. Let's take a look at what will happen next to us. I divided it into three pieces, Save Time, Kill Time, Buy Time. Save Time is how fast I've always kept. Kill Time is the time to kill. Buy Time I mainly talk about health. People want to stay longer in this wonderful world. They don’t necessarily say “buy.†We Want to see if anyone cares about their health.
Let's see what happens in these three directions
From Save Time, for example, people will at least have a bottom, and now you can already feel that when a lot of things interact with you, the machine is doing it. Amazon’s small speaker sold 4 million units in a short time. There are also some corporate executives’ secretaries. The secretary can only give you 5% or 10% of the time, but it may give you 20 years to go. % or 40% of the live. So in the future everybody may have a robot to help you work.
Another piece of life - shopping. In the Shopping section we talked about, artificial intelligence is actually connecting you. Actually, you trade a lot, give your recommendation, try to figure out your interest, including completing your order may be a machine, or now most of them It is a machine that is finished. In information services, past magazines and newspapers are still around us. Sina and other media are also important channels for us to obtain content. Today's headline is a very traditional application of this company, suddenly he is a little change in the kernel, you can feel a machine is serving you, called large-scale, personalized service. This is not the same as the GIT technology in the traditional manufacturing industry. At least from the pursuit of standards to the pursuit of large-scale manufacturing, in the service industry, when the capacity of artificial intelligence is improved, a large-scale, personalized service will gradually emerge. Becomes possible.
For example, Taobao, when you went to buy clothes, you used to look at it. Now it can also let you wear it. Even the future may touch you, that is, you feel its texture, and then you make a decision. I think these are some signs. In the industry where traffic travels, the Internet is actually a connection method. The AR technology will change the feeling of time and space, so there will be a huge change in the link between supply and demand. Such companies like Didi can change our travels around the world so much in two years. We invest in Dajiang: It takes your eyes. We remember there was an animation when we were young. Everyone took your eyes to the air. For example, in the agricultural industry, he may see that if the crop is yellow, he may use a little more fat. If it is green, he may be able to use less fertilizer and see different crops. If it is used in military affairs, it would be even more magical. This magical fact we have already seen has already occurred in our lives, so it will make a huge difference in the transportation industry.
In the financial industry, when we do transactions, there are many transactions that are already automated. Our stockbrokers may not be as good as a quantitative analysis machine. In the financial industry, especially in risk analysis and risk identification, fraud analysis and model building, this machine has achieved a precise scale that many people cannot imagine. In terms of government public safety, such as elections, a machine may know ahead of time who will be elected. A machine can now know ahead of time which singer is most likely to win first place. This is very interesting.
In the education industry, the impact is very great, because the education industry is now the most concerned issue for everyone, but it is also a place where efficiency is not high enough. For example, the current market value is very good. One company has a one-on-one main business. It is a student who wants a teacher and a good teacher to serve him. Is that the future machine can become a good teacher? Is it that the future student will not need to learn what he has already learned? The machine can identify what the student will be and what it will not. He may have something, it may not be anything, and how the organization will be the most efficient. So students may be faced with a machine teacher. Students can also face a personalized teacher. Students need to pay time. Each student receives a personalized service. In fact, this idea has gradually entered the reality of education.
We invested in some educational companies and suddenly discovered that in the past two years, some companies have clearly grown up, not just traffic, but also income. For example, unmanned warehouses, we all see that it is happening, and the analysis of traditional failures is based on a huge design of safety factor, but now the failure analysis has been tracking the trend of data in real time. Most of these I'm talking about are the companies we invest in that they are solving.
For Buy Time, in terms of investment in health, the companies we invest in, such as Huada, can quickly digitize personal information. In terms of disease diagnosis and treatment, for example, it is not our investment, it is in the world. Well-known, the Da Vinci robot, which is replacing the best surgeons, seems to have worked very well. For example, in other companies, such as personalized medicine, because each person's illness is not the same, the medicine used should not be the same. This discovery of drugs and drug relevance, in terms of medical and health, AR artificial intelligence has a very large impact on the data connection and sharing is still an application bottleneck.
Safety
After everyone's information has been digitized, for example today's conference room has only one door, but future conference rooms may be full of doors. For example, when you drive out or on an airplane, you may have other people driving your car in the future to influence your driving. You may not need to board the aircraft to hijack an aircraft. Therefore, there should be many problems in terms of security. There are so many issues beyond your common sense, beyond what you see with your own eyes, so the issue of trust will also arise. For example, there are some conscious issues. When this unmanned vehicle hits someone, is the owner responsible? When my stand-in machine malfunctions, is it my sin to commit crimes? I think there are many issues of consciousness and ethical issues that will arise. The other is outdated rules and laws. Many of the rules are hypothetical. In the past, based on the assumption that real life is reasonably inferred, when there are more such substitutes or more Powerful abilities in our crowd, it is Isn't the assumption of the original law reasonable? When it is unreasonable, it will actually generate more new loopholes.
Employment
If the machine is so strong, will it replace many people? Of course, it will replace many people. We have seen very good companies now. Some companies have only a few people. Even a company with many people is gradually becoming worthless in society because it consumes too many of the most valuable assets. So when it comes to employment, when many jobs are replaced, you can see what I said just now and save more. This industry may become very prosperous, because time is saved and its prosperity is brought. More job opportunities, so people will be from a manufacturing industry, such as procedural things, efficiency-driven things will be blurred to creative things, service links.
Concepts and attitudes
As an example, the way the Internet uses crowdsourcing means that when your machine hasn't completely scored, can it be assisted? The cost of people is too high. Can we use crowdsourcing? So you can see that there are some key words in this trend. For enterprises, large companies pay attention to their own assets. There have been some changes in the concepts of past assets and current assets. Data, algorithms, core engineers, and intelligence have become your most important capabilities, not the past. Real estate, machine. Small businesses may find that you are approaching the application, your proximity to the data, the time you spend building a model for such an application, and may become your particularly good assets and opportunities. For individuals, I want to be more open, keep learning, learn faster, take risks and tolerate more errors.
Wewow has series 3 axis gimbal, such as
1. A1 legend with powerful function. Can fit with smartphone, action camera+mirrorless camera.
2. A5 gimbal: a simple easy to use 3 axis gimbal, with app function
3. P3, Wewow old type 3 axis gimbal, without app function.
4. Alite: the lastest gimbal with selfie stick 3 axis gimbal.
Three Axis Gimbal,Fashion Style Three Axis Gimbal,Three Axis Handheld Gimbal,3 Axis Camera Gimbal
GUANGZHOU WEWOW ELECTRONIC CO., LTD. , https://www.stabilizers.pl