李彦宏谈“AI泡沫”争议：产业结构正转向“倒金字塔”

Core Viewpoint - The AI industry structure is transitioning from an unhealthy "pyramid" model to a healthier "inverted pyramid" model, emphasizing the need for models and applications to generate significantly more value than the underlying chip technology [1]. Group 1: Industry Structure - The previous AI industry structure resembled a traditional pyramid where chip manufacturers captured most of the value, leading to skepticism about an AI bubble [1]. - The new "inverted pyramid" model suggests that chip manufacturers should earn less, while models should create ten times the value, and applications should generate one hundred times the value [1]. Group 2: Technological Advancements - Over the past year, advancements in AI have expanded beyond chatbots to include digital human technology, code intelligence, and self-evolving technologies that seek global optimal solutions [1]. - Baidu announced the release of its native multimodal model, Wenxin Model 5.0, which has 2.4 trillion parameters and supports various forms of input and output, marking a significant leap in AI capabilities [1]. Group 3: Company Achievements - During the Baidu World Conference, it was highlighted that the global travel service "Luo Bo Kuaipao" has surpassed 17 million service instances, ranking among the top globally [1]. - Baidu also introduced the next-generation Kunlun chip and the Tianchi supernode product, along with an upgrade to the GenFlow intelligent agent to version 3.0, making it the largest general-purpose intelligent agent globally [1].