Kaifu Lee created an AI unicorn in less than 8 months, with Alibaba leading an investment of US$1 billion [Attached is an analysis of the current investment and financing status of the AIGC industry]

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The Paper News, on November 6, the artificial intelligence company "Zero One Thousand Things" (01.AI) founded by Li Kaifu, Chairman and CEO of Innovation Works, released the first open source Chinese and English bilingual large model "Yi ”, the model is open for commercial application, including two versions: 34B (parameter size 34 billion) and 6B (parameter size 6 billion), which have been launched in the Alibaba Cloud Magic Community ModelScope.

At the same time, Zero One Wish has completed a new round of financing of US$1 billion, led by Alibaba Cloud. Currently, Zero One Thing is valued at more than US$1 billion and has become a unicorn in less than eight months since its establishment.

Kaifu Lee believes that 34 billion parameter volume belongs to the "golden ratio" size that is scarce for large open source models. While reaching the threshold of "emergence" and meeting accuracy requirements, manufacturers can use high-efficiency single cards. Inference and training cost friendly. In terms of parameters and performance, Yi-34B is equivalent to using less than half the parameters of LLaMA 2-70B, and has achieved results that surpass the global leader in various test tasks.

At present, the AIGC market is showing a booming development trend. With the rapid development and widespread application of artificial intelligence technology, more and more companies and institutions are realizing the importance of artificial intelligence and participating in AIGC. AIGC not only attracts the world's top artificial intelligence companies and research institutions, but also attracts a large number of investors and entrepreneurs. Through AIGC, various innovative technologies and business models in the field of artificial intelligence are displayed and promoted, promoting the development of the artificial intelligence industry. At the same time, AIGC has also become an important platform for talent exchange and cooperation in the field of artificial intelligence, providing opportunities for the cultivation and introduction of artificial intelligence talents.

——Fluctuations in the scale of investment and financing in the AIGC industry

According to data from IT Orange, between 2016 and 2022, the investment and financing scale and overall quantity of my country’s AIGC industry have fluctuated. In 2021, a total of 866 investment events occurred in the industry, with the total investment amount reaching 212.563 billion yuan, setting the highest level in recent years. By 2022, a total of 526 investment events have occurred in my country's AIGC industry, with the investment amount reaching 93.977 billion yuan

——AIGC industry investment and financing is still in its infancy

From the analysis of AIGC’s investment rounds, the current financing rounds in the AIGC industry are still in the early stages, and there are very few financings after the D round. According to the previous analysis, although the financing time and amount of financing in the AIGC industry will increase in 2021, combined with the round analysis, it is also mainly concentrated before the C round. Many start-up companies have entered, gaining the attention and early investment of investment institutions.

——Distribution of investment fields

From the perspective of investment field distribution, my country's AIGC industry investment events are mainly concentrated in the fields of advanced manufacturing, medical health and corporate services, accounting for 24%, 22% and 21% respectively.

——Investment entities are more diversified

The main entities in the AIGC industry are production and operating enterprises in the industry; the investment entities are relatively diversified, including banks, third-party investment institutions, related enterprises, etc. At present, the investment entities in my country's AIGC industry are mainly investment types. Representative investment entities include Highland Capital, Sequoia Capital, and Highland Venture Capital, etc.; industrial investment entities include Baidu, Tencent, Huawei, ByteDance, etc.

Generative AI technology represented by large models has become the most important technological singularity that detonates digital natives. Gartner predicts that

by 2026, more than 80% of enterprises will use generative AI APIs or models. Or deploy applications that support generative AI in a production environment, which will also bring huge opportunities and challenges to industry development. Li Hui, technical director of 360 Intelligent Products Department, said that

the large model market is an unprecedented and revolutionary market. It will be ten times the growth of the current Internet and will definitely reach the trillion level.

Because with the development of 5G, the ecological content of mobile Internet has exploded by leaps and bounds. In the field of AI generation, it will further assist the explosion and will definitely bring more explosive demand growth points to the market. At the same time, it will bring new changes to the traditional AI market, which will definitely be an alternative and updated process. With the further improvement of computing power in 2026, especially the further upgrade of domestic computing power, the influence and market size of generative AI will further expand.

Zhang Lei, general manager of Chery Automotive Technology Innovation Center, believes that is likely to reach two trillion-level markets: One is the To C side, the consumer level, which is now in an explosive period. The second is the To B field. These two different fields are completely different in terms of application scenarios, customer needs, and customer industry chain forms. It is predicted that these two fields will reach a trillion-level market in the future.

Foresight Economist APP Information Group

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