The philosopher Nietzsche said: "Fight with the dragon for too long, and you will become the dragon yourself." Those who stare into the abyss will surely be stared into the abyss.
Does this mean that humans can never escape this vicious circle: The boys who slay dragons will eventually become evil dragons?
1
Musk sued openai
On the last day of February 2024, this quadrennial day, Musk, the former co-founder of openai, chose a piece of complaint to sue openai CEO Sam Altman (Altman) to court. The reason for is that they abandoned openai's original mission: to build AGI (artificial general intelligence) that is beneficial to all mankind for non-profit purposes.
Source: Litigation Document
In 2015, Musk and Altman came together for the same purpose: to build safe AI, and jointly established the non-profit organization open ai;
In 2018, Musk announced his withdrawal from the open ai board of directors;
2022 On November 30, 2023, the chatgpt3.5 large model was released, which quickly became popular around the world;
At the end of March 2023, Musk and a group of technology leaders issued a joint letter, citing security concerns about artificial intelligence, requesting OpenAI to suspend development and update for 6 months. Powerful AI system;
On February 29, 2024, Musk sued Ultraman.
From being close comrades fighting side by side for the same ideal to now filing a complaint in court, how many unknown interests are involved in this, or is it really considering the fate of mankind in the future?
It is undeniable that the creation of open ai is very idealistic and can be called the Silicon Valley version of utopia.
It was a group of the world's top AI scientists who gave up their high salaries at the time and joined a company full of unknown non-profit organizations. No one owned any shares in the company. Everyone came together because of a common ideal: to ensure that agic benefits all mankind.
openai vowed at that time that it would open its patents and research to the public, and would freely cooperate with other institutions and researchers.
Unfortunately, idealism will always bow before the cold reality. Soon, openai encountered its first crisis. The premise for
to become an AI laboratory without any capital or control by anyone is that you must first build an AI laboratory.
has no profitable pie, so who is willing to pay you real money all the time. The reality is that training large AI models requires huge computing power costs, which is tantamount to a huge gold-eating beast. It is said that OpenAI was so embarrassed at the beginning that it even had to rent GPUs from its rival Google. The budget of
was not enough, and a group of smart people refused to accept anyone. At that time, openai was just an insignificant kid to Google, and it was not something to be afraid of.
In 2018, Musk, who donated 100 million US dollars, finally couldn't sit still and asked to fully take over OpenAI, but was rejected. That year, Musk announced his resignation from the board of directors. The departure of the core founder of
means that openai is in a precarious situation. If we don't take action, the epitaph of idealism will be added to the epitaph of idealism.
In 2019, Altman resigned from the position of president of yc and became the CEO of openai, and worked hard to promote openai on the road to commercialization.
On March 11, 2019, openai announced that it would create a for-profit subsidiary: openai, l.p., claiming that the for-profit entity "exists to advance the purpose of openai: the mission of ensuring that secure AGIs are developed and benefit all mankind.
is exactly this At that time, the relationship between openai and Microsoft began to be closely linked.
From the perspective of the rearview mirror, it was precisely because openai gave up the ideal non-profit organization model and instead explored a more realistic commercialization path that openai began to overtake others in a corner. , completely crushing Google in generative AI.
I just don’t know whether this is a blessing or a curse? Or maybe the blessings and blessings depend on each other.
2
The increasingly less open openai
may have tasted the magic brought by money, and openai has become more and more open. It became more and more mysterious, and even the board of directors once again had a major personnel earthquake.
On November 17, 2023, Altman was dismissed by the board of directors for the reason that his communication with the board of directors was not candid. On the evening of November 21, 2023, sam altman replied Go to openai and restore the CEO title.
But to this day, the outside world still does not know the reason for this sudden dismissal?
In any case, this turmoil means that openai is divided internally.
As Ultraman's pursuit of money becomes more and more powerful, openai negotiates a new round of financing with a valuation of US$100 billion, and Ultraman promotes US$7 trillion in chip financing... chatgpt4 is not open source, and the legendary q *What exactly is the project?
Picture source: Litigation document
Everything is becoming more and more mysterious. When openai becomes no longer open, the outside world is full of worries and questions about the development of aigc.
So Musk’s demands for this lawsuit have three points-compensation, open source, and restoration of non-profit status.
Musk hopes that OpenAI can return AI technology to the public. At the same time, he believes that the AI large model technology currently developed by OpenAI is actually AGI, and OpenAI's license scope to Microsoft does not include AGI.
According to the official website of the San Francisco Superior Court, the trial of the lawsuit is scheduled to hold a case management conference on July 31 this year.
No matter what the outcome of the lawsuit is, everyone knows that Musk’s approach is tantamount to mantis trying to stop the train. He cannot stop mankind from heading towards the fourth revolution.
At this point, I suddenly wonder, how will future generations evaluate Musk’s actions today in a few years?
Regardless of Musk’s interests in suing OpenAI, we should not doubt that he has always had a sincere heart for the safe development of AI.
As early as 2012, after Musk talked with Demis Hassabis, the co-founder of DeepMind, the company that developed the robot AlphaGo that shocked the world, he knew well that AIGC poses a great threat to mankind. He once warned that unless safety measures are taken, "Otherwise, AI systems may replace humans, making our species irrelevant or even extinct."
Coincidentally, Altman also holds the same philosophy as Musk. In 2015, Altman repeatedly expressed concerns about the development of AIGC. He believed that this "may be the biggest threat to the continued existence of human beings, and humans should fight against its development."
Therefore, the two of them hit it off once they talked, and then established a non-profit Organize openai.
But human nature is always full of greed, conflict, interest entanglements and struggles. Now OpenAI is still holding on to the monster AIGC. Who knows how long it can hold on?
I watched the movie "Oppenheimer" last year. It tells the story of Oppenheimer, the chief scientist of the Manhattan Project, who led a group of scientists to finally successfully develop two atomic bombs within two years. When the huge mushroom cloud rose over Hiroshima and Nagasaki, it also announced that the meat grinder-like World War II had come to an end.
However, this is far from the end of the story. To this day, the threat of nuclear weapons is still closely associated with human life. No one knows when and where the next mushroom cloud will rise.
I often wonder, how could humans create this monster that can make them extinct?
When the author looked at the information, I found that Altman, who was the president of yc at the time, had proposed an idea on AI development in 2015 when communicating with Musk via email: asked yc to launch a "Manhattan Project" in the field of AI. It was simply Breaking out in a cold sweat, will history repeat itself?
I don’t understand, what is the meaning of the world? Why was a species like humans created? For the sake of development, they destroy the natural environment and rob the living space of animals. They talk about benevolence and morality, but they kill each other...
Perhaps the best punishment for this group is to let them eat the evil consequences they have planted.
Those who shape myths will eventually become martyrs of myths.
3
ai investment boom
Looking back at investment, no matter how much we criticize the development of AI, we cannot deny the fact that the development of AI is revitalizing the performance of technology giants and supporting a new round of seemingly high US stocks. A bull market is estimated.
html On March 1, U.S. stocks unsurprisingly got off to a good start. The S&P and Nasdaq closed at record highs. NVIDIA closed up 4% and set a new high, with its market value exceeding US$2 trillion.Just like yesterday's article "Rich people form a group to run away?" Big Boss Says: The Bubble Is Not Big” mentioned: The S&P 500 Index has closed positive in 16 of 18 weeks. The last time this happened was in 1971. Bridgewater founder Ray Dalio posted on social media yesterday that based on his analysis of six bubble indicators, the current U.S. stock market does not look like a bubble.
If we further study the changes in the pe-ttm trend of the Nasdaq 100 Index, you will be surprised to find that the dynamic pe of this index is actually rising and becoming more undervalued.
On July 21, 2023, the pe-ttm of the Nasdaq 100 index reached 37.44, with the 90% ten-year percentile indicating that it is very overvalued.
From July 21 last year to February 29, 2024, the Nasdaq 100 rose by 17%, but pe-ttm dropped to 34.08, a decrease of 8.9%.
What does this mean?
pe=p/e, indicating that the index’s profit growth rate during the same period is higher than the index’s growth rate, and profit growth can absorb high valuations. This is also an important reason why the Nasdaq 100 Index can continue to rise after being overvalued, and then becomes increasingly undervalued as it rises.
From chatgpt to sora to the much-anticipated large robot model, generative AI is developing rapidly. The biggest highlight of the recent trend of A-shares is also the AI sector, especially in the direction of computing power and chips.
Judging from the gains in February, the monthly gains of 729 ETF stocks in the A-share market were all positive, and none of them closed down. ETFs with AI-related themes dominated the growth list. Among them, communication ETFs rose by 28.49% in February, and artificial intelligence ETFs and cloud computing were not far behind, with both rising by more than 26% in the same period.
(The content of this article is a list of objective data information and does not constitute any investment advice)
may be due to the huge confidence in the future development prospects of AI. In February, there was no characteristic of "the more rising the more holdings are reduced" on the AI themed ETFs. , the share of E Fund Artificial Intelligence ETF increased by 974 million shares in February.
Artificial intelligence is the key to the digital transformation of the industry. The resonance of data, computing power and algorithms drives the development of the AI industry to accelerate. West China Securities believes that the influence of AI and MR will deepen, and the content industry will usher in a new round of technological changes, which is expected to achieve "cost reduction and efficiency increase". ” to the growth route of “comprehensive innovation”.
