randomroulette| Fu Sheng commented on the "price war" of Alibaba's Baidu Byte Model: The wool comes from a pig! The goal is to attract more developers

Sina Technology News reported on the evening of May 21 that after the volcanic engine set off a "price war" for large models and Alibaba Cloud announced that it "broke through" the reserve price of the global model, Baidu once again announced today that the two main models of Wenxin Model are fully free, bringing the price war for large models to new heights.

In this regard, Fu Sheng, chairman and CEO of Cheetah Mobile and chairman of Orion Star, commented,"In the short term, the performance of large models will encounterrandomrouletteAfter the bottleneck has been reached, no one can shake off each other, and no one can come up with a trump card. Reducing reasoning costs and lowering selling prices have become high-priority tasks for every company now."

Fu Sheng pointed out,"This big price cut basically declares that big model startups must find new business models. The most severe price cuts are large companies with cloud services. Through big models to obtain cloud customers, the wool is on pigs., affordable. Big model startups don't have such an ecosystem and must find another business model."

In Fu Sheng's view, the goal of this round of price cuts for AI models is not for more direct use by users, but to attract developers. "Nowadays, all major model apps are basically free. In essence, the number of users of each major model App cannot grow, including OpenAlrandomroulette!”He pointed out that recently, some large model apps have extremely high promotion costs, and the ROI is impossible to calculate."Everyone realizes that just giving a chat window can allow users to use it more and more. It is impossible to use it better. We must let more developers participate and develop applications that make them more convenient for users to use."

Fu Sheng believes that this round of price cuts has limited impact on corporate users. Because enterprise users need A1 applications and are more concerned about data security. Nowadays, open source large models with small parameters and application suites can meet the needs of most enterprises, but no one can save the cost of customization of the suite, and the cost of privatizing the large model is already very low.

"After we proposed that each company should have its own privatization model, the customers we contacted were very approachable." Fu Sheng said.

Fu Sheng believes that the core reason for price cuts is not only the inclusion of large model manufacturers themselves, but also the fact that Apple, Microsoft, Qualcomm, Lenovo and other equipment manufacturers have invested heavily in localized AI computing power and local large models. "AI PCs and AI mobile phones will become the mainstream. Local computing power will not cost money, and privacy will be protected to meet most scenarios. The usage scenarios of universal large models will be greatly limited."

"Nvidia's card may not be so crowded!" Fu Sheng said with emotion. (Wen Meng)