Top of the big era

(The idea of ​​​​Rokid is actually ChatGPT, but you can look at the release time of the relevant chapters. When I wrote this, ChatGPT was not yet popular, and Ziweixing was already developing Rokid as a core artificial intelligence product. Zhou Buqi was reborn. At that time, ChatGPT was not good enough, and his work on general AI was not a prescient imitation of ChatGPT, but a general trend.)

Although Zhou Buqi does not understand technology, he has a very accurate understanding of the development of the technology industry. All technological revolutions in the future Internet are inseparable from the three general directions of cloud computing, artificial intelligence and the metaverse.

Therefore, we must spare no effort to support Zi Weiyun!

Of course, we can’t slack off when it comes to artificial intelligence. Whether it’s a general AI product or a dedicated AI product, Ziweixing can’t let it go.

As for the metaverse...

Let’s test Changyou first and try to integrate it with the currency circle. Zhou Buqi already has some bold ideas about this.

However, Zhou Shaoning didn't understand it somewhat.

He knew that by licensing Rokid to Samsung, Ziweixing could get various benefits, win a big order, and make a lot of money!

In a few years, we might be able to earn US$1 billion!

Not only that, relying on a platform like Samsung mobile phone, Rokid will become famous, become the most famous AI voice product in the industry, and establish a strong brand.

Especially when the original Rokid assistant is launched on domestic WeChat, Weibo, overseas Helo, Ucgram, YikYak and other platforms in the future, more and more users will participate to train and strengthen Rokid.

But here comes the problem!

Ziweixing and Asda are two different companies!

The cooperation between Rokid and Samsung has many benefits for Ziweixing, but how will it help Asda? Samsung mobile phones also have Rokid voice assistant. Many users who buy Aster series mobile phones because of Rokid may buy Samsung mobile phones instead.

Overall, this matter is harmful to Asda!

Zhou Buqi said: "Rokid is Ziweixing's core product in the field of artificial intelligence. It must be developed comprehensively by eliminating all distractions. However, the Rokid voice version installed on mobile phones is subject to technical limitations, and its development in the next few years will be limited. It’s more limited. After the shelf life of the gimmick, the effect of the selling point is not so strong.”

Zhou Shaoning asked tentatively: "How long is the shelf life? One year? Two years? Now is a critical stage in the development of smartphones. If Samsung gets Rokid within one or two years, there will be great pressure on Asda."

Zhou Buqi said: "It's not that serious, and now that Motorola has completed its acquisition, a series of mid-range Motorola phones will be launched next. In a year or two, lower-end Motorola brand phones will also appear, and these phones will also It needs to be paired with Rokid. If the threshold is lowered, the novelty will soon pass."

"Um."

Zhou Shaoning acquiesced, which was indeed a reason.

Just like LV bags, they are popular because they are few. If all the people carrying LV bags on the street are LV bags, the brand's appeal will be reduced, and the belief in the product will be gone.

If AI products want to develop, they must be popularized.

The more users there are, the greater the training volume and the more mature it will be.

This attribute means that Rokid cannot only provide services to Aster series mobile phones. The more users it serves, the better.

Unexpectedly, what Zhou Buqi said next made people very excited, "From a technical perspective, Samsung is much better than Asda. By the way, how is Asda doing in its chip business?" Are you ready?"

Zhou Shaoning said with a smile: "It's okay. We should be able to produce samples this year. It is a borrowed ARM framework and the development difficulty can be lower."

Zhou Buqi now has three chip businesses.

One is Asda, which is working on 4g processor chips, mainly using the ARM framework for chip design. This is certainly a sophisticated business, but in the entire chip industry, chip design is the easiest.

The second one is the AI ​​chip that Shen Xiangyang is responsible for.

It is a chip specially used to process AI algorithms.

Because it is dedicated to the field of artificial intelligence, its performance will be extremely powerful when dealing with AI-related algorithms.

For example, face recognition, if there is a special AI chip in the mobile phone, the unlocking speed will be faster and the accuracy will be higher;

For example, WeChat and Helo will be equipped with Rokid assistant in the future. However, Rokid, as an AI product, requires a lot of algorithm support. If there is no AI chip in the mobile phone, it will be very difficult to run and even cause the app to crash. If it is equipped with an AI chip, it will be much smoother and the response speed of the AI ​​assistant will be much faster.

This is also a high-precision field, which is the combination of chips and artificial intelligence.

This is one of the core businesses of Ziweixing.

The team led by Shen Xiangyang is working on a product called "Rokid-go", which is an AI software for playing Go. It is an opportunity to showcase Ziweixing's technology.

This Rokid-go, in addition to its seemingly extremely powerful artificial intelligence algorithm, is also supported by a powerful AI chip behind it.

Go requires too much computing power.

In the previous life, when Google launched Alphago, it directly connected this product to Google Cloud, relying on hundreds of thousands of servers across the entire cloud platform to provide computing power.

This certainly solves the algorithm problem.

But it consumes too much electricity.

It’s too expensive!

A game of chess on Alphago costs $1,000 in electricity bills. I want to train the product Alphago, and I have trained it before and after... 30 million games of chess.

Of course, the early training does not use much electricity. The more computing power is needed in the later stage, the greater the power consumption will be.

The electricity bill alone cost $1 billion.

Who can afford this?

Even Google couldn't afford it. Within a few years, Google had completely won the game of Go at the technical level, and there were no AI algorithms to improve. Once the experiment was over, Google gave up on this business.

Ziweixing wants to do something more powerful.

The algorithm must be powerful!

Save money too!

The way to save money is to use AI chips for processing.

In the future era when artificial intelligence will dominate the world, AI chips are the indispensable bottom layer.

Ziweixing is also the first technology company in the world to lay out this track.

There is also a third business, which is the server chip that Ziweiyun is going to make. This is relatively easy and is completely incomparable with mobile phone chips and AI chips.

But even if these three major chip businesses are successful, it will be difficult to hold on to Samsung.

Samsung is a world-class semiconductor giant.

Zhou Buqi said: "Many of Asda's spare parts need to be purchased from Samsung Electronics. In this kind of purchase order, it is difficult for any company except Apple to gain dominance from Samsung."

"That's right."

Zhou Shaoning's tone was heavy.

This is a hurdle that cannot be bypassed.

For many suppliers, they have to be checked and balanced by downstream brands and have little negotiation power. If you are disobedient, they will not cooperate with you and will find other suppliers to purchase.

In order to maintain cooperative relationships, many suppliers have to go to great lengths to please others.

For example, the suppliers of Yuanwei Group would like to ask the vice president of purchasing of Yuanwei Group to go to Wan City every day to arrange one-stop Wan-style services for him.

Samsung is different.

Master the real core technology.

As a supplier, I always have the power to negotiate. If I don’t buy from Samsung... humph, you won’t be able to buy such good products elsewhere.

Asda is also subject to constraints from Samsung Electronics.

Including Ma Pingsan, who will come to Seoul tomorrow.

He came to South Korea this time just to get a purchase order for a drone avionics system from Samsung Electronics.

The bargaining power lies almost entirely with Samsung.

This is very uncomfortable.

Domestic technology companies have little foundation, and their years are too short. The longest is twenty or thirty years. Not to mention that most companies have not done technology research and development. Even if they have done it, how much accumulation can they have?

This is especially true for Aisida and Bajixing.

Without bargaining power, it is easy to be manipulated by upstream suppliers.

Zhou Buqi wants to try to alleviate this problem from other directions, "Samsung Electronics' technical strength is very strong, so powerful that it even surpasses the domestic electronics industry. But they also have weaknesses, that is, insufficient software level, especially artificial intelligence. areas. Rokid may be the solution.”

"Ah?" Zhou Shaoning was a little frightened, "Rokid?"

Zhou Buqi said: "It is easy to go from frugality to luxury, but it is difficult to go from luxury to frugality. Let Samsung mobile phones use Rokid, and this is luxury. Although it is difficult for the voice version of Rokid to change the ability of the industry in a short period of time, one thing is certain , this will still be the best AI voice assistant in the industry, and Ziweixing will continue to increase investment. It is easy to get on the bus, but difficult to get off!"

"When the technology matures in a few years, Samsung should also launch its own AI assistant..."

Zhou Shaoning understands the large-scale model of Samsung Group. Except for those whose current technology is not up to standard or not suitable, most of the business is self-sufficient.

Now, Samsung Electronics is unable to develop a product on its own that is comparable to Rokid and Siri, so it can only purchase services from Ziweixing.

When the technology matures in the future, Samsung will definitely still do it on its own, and it is impossible to tie itself to Ziweixing.

Zhou Buqi smiled and said, "Yes, they can do it themselves, but the threshold for artificial intelligence is so high. How can they make a product as good as Rokid as soon as they get started? When they launch their own product, they will definitely It has been criticized a lot. At that time, it will affect the brand of Samsung mobile phones, which will affect sales. Asda will rise."

Zhou Shaoning felt much more comfortable, "Really, consumers' sense of loss is the loss of brand value. From a long-term perspective, it will indeed be beneficial to Asda."

Zhou Buqi said: "Especially when the original Rokid language model is trained... Hum, by then it will surely shine all over the world and be able to truly change the world. By then, Samsung may have to join forces again. Rokid came into his arms. At that time, Samsung was really in control. Just like Apple, it is not only the market that controls technology, but also technology that controls technology."