Benedict Evans:AI 的夏天,LLM 是技术而非产品
Benedict Evans 撰文指出,ChatGPT 两个月达到 1 亿用户,但多数人试用一两次后不再回来,过去 9-12 个月活跃用户增长有限。他认为 LLM 本身不是产品,而是需要被拆解重组为新的交互方式和工具的技术,企业侧目前仍以试点为主,例如 Accenture 去年宣布的 3 亿美元生成式 AI 业务对应 300 个项目。他同时提到 Morgan Stanley 的 CIO 调查显示 30% 的大公司 CIO 预计 2026 年前不会部署任何相关应用。
ot looks like a product. You type something in and you get magic back! But the magic might not be useful, in that form, and it might be wrong. It looks like product, but it isn’t. Microsoft’s failed and forgotten attempt to bolt this onto Bing and take on Google at the beginning of last year is a good microcosm of the problem. LLMs look like better databases, and they look like search, but, as we’ve seen since, they’re ‘wrong’ enough, and the ‘wrong’ is hard enough to manage, that you can’t just
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