Recently, @sequoia Sequoia Capital released "AI Outlook for 2025."

CN
Rocky
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5 days ago

Recently, @sequoia Sequoia Capital released "AI Outlook for 2025," which is worth a look! Here are my feelings and understanding after reading it!

2024 is referred to as the inaugural year of artificial intelligence, a critical moment for the rapid evolution of the #AI ecosystem. In this year, technology, capital, and talent collide and reorganize like high-energy particles, building a more mature and infinitely potential artificial intelligence world. Looking back at the changes and current situation, we not only see the accelerated implementation of technological infrastructure but also feel the widespread penetration of AI applications, and we eagerly anticipate how artificial intelligence will shape industries and society in the future. 👇 Here are some personal thoughts and observations:

1️⃣ Maturity and Diversity of the AI Ecosystem

The artificial intelligence ecosystem in 2024 can be described as "a chorus of giants." In the competition of large language models (LLMs), five major players (Microsoft/OpenAI, Amazon/Anthropic, Google, Meta, and xAI) have gradually emerged (excluding Apple), forming a multipolar competitive landscape. These companies are not only fiercely competing in computing power, data, and talent but are also gradually moving towards differentiation. For example, Google's vertical integration advantage, #OpenAI's strong brand effect, #Anthropic's talent attraction, #xAI's data center expansion, and #Meta's open-source strategy have all become key factors shaping their futures.

This differentiation not only helps enhance the unique capabilities of AI models but also builds unique market positioning for each company. This diversity suggests that the development of artificial intelligence in the coming years will enter a more refined stage, where companies will find their unique paths in technology, products, and business models.

2️⃣ Exploration and Positioning of Killer Applications

In the past year, the application scenarios of artificial intelligence have undergone extensive exploration. From AI girlfriends to rental assistants, and enterprise-level AI accountants, many new applications have quickly emerged but also disappeared just as fast. Meanwhile, AI search engines have begun to show the potential for "killer applications." Platforms like Perplexity and ChatGPT Search, with new semantic understanding methods, have brought significant productivity improvements to white-collar workers and professionals.

In the future, this trend may accelerate the development of industry-specific search engines, such as OpenEvidence focused on healthcare, Harvey in the legal field, and industry-specific tools for financial analysis. By combining proprietary data, deep semantic understanding, and personalized modeling of user behavior, these vertical AI search engines will truly change the way knowledge is acquired and decision support is provided, becoming the core driving force behind the efficiency revolution in industries.

3️⃣ Stability and Deepening of Capital and Infrastructure

The growth rate of #AI capital expenditure in 2024 is remarkable, but this rapid expansion has also raised questions about investment returns. Tech giants are fully investing in data center construction this year and promoting power and server expansion globally. With a new wave of data centers coming online in 2025, computing costs are expected to decline significantly, which is a positive signal for startups.

However, it is worth noting that future competition will not only be about computing power but also about value creation. The completion of new infrastructure will further lower the innovation threshold, encouraging more startups to develop more efficient products and services that are closer to user needs based on AI technology. This flourishing of the innovation ecosystem may also become the growth engine of the future artificial intelligence economy.

4️⃣ Divergent Thinking: What Will Be the Next Stage of AI?

  1. Evolution of AI Business Models:

In 2025 and beyond, the commercialization models of AI may become more diverse and complex. Currently, large enterprises generate revenue by providing cloud computing power, developing large language models, and launching open-source or closed-source solutions. However, as technology matures, the focus of industry competition may shift to solving specific problems and creating user value. For example, AI service packages for small and micro enterprises or intelligent platforms customized for specific industries may become new profitable directions.

  1. "New Symbiosis" Between Industries:

Artificial intelligence is not just an upgrade tool for a single industry but a bridge connecting different fields. For instance, the combination of AI medical search and biotechnology, the integration of AI legal search and blockchain technology, or the collaboration between AI engineering tools and the Internet of Things may give rise to entirely new industry ecosystems. This trend of cross-domain symbiosis will drive more "fuzzy boundary" innovations.

  1. Reevaluation of Social and Ethical Issues:

As the application scope of artificial intelligence continues to expand, we also need to reassess its social impacts. From data privacy to algorithmic bias, and changes in employment structures, how to balance technological advancement with social equity will become a topic that policymakers and businesses in various countries need to face together.

  1. Deepening Human-Machine Collaboration:

The future development of AI may focus more on how to better collaborate with humans rather than simply replacing human labor. The next generation of intelligent systems may pay more attention to understanding and supporting human intentions, making AI a true partner for knowledge workers rather than a competitor.

In summary: If 2024 is the year artificial intelligence transitions from its inaugural phase to prosperity, then 2025 will be a year of selection and refinement. Technologies and applications that can provide real value will stand out, while projects that do not adapt to market demands will gradually be eliminated. Through the collaborative development of capital, technology, and applications, artificial intelligence will not only continue to shape industries but will also profoundly impact each of our lives. The future is here, and the potential of #AI has just begun to be touched. As the old saying goes, investing in #AI, laying out #AI, and learning #AI cannot be delayed! 🧐🧐

Follow us, and let’s become the vanguard in the #AI investment field together! 🫡

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