蔡崇信：人工智能竞赛不是赢者通吃，是一场“漫长的马拉松”

Core Viewpoint - The artificial intelligence competition is described as a "long marathon" rather than a winner-takes-all scenario, with models frequently changing leadership positions [2] Group 1: AI Competition and Adoption - The emphasis is on the importance of adopting AI technologies quickly rather than solely focusing on developing the most powerful models [2] - In the U.S., significant resources should be allocated to technology application and promotion, rather than just funding [2] - In China, there is a notable shift towards open-source AI and the development of smaller models, contrasting with the trend of large-scale models [2] Group 2: AI Integration in Business - The proportion of companies using AI in their operations has increased from 8% to nearly 50% over the past year [3] - AI is currently responsible for approximately 30% of code generation within the company, according to various engineering managers [3] Group 3: Alibaba's Market Position and Strategy - Alibaba has transitioned from a free-market growth model to a highly competitive environment, facing strong competitors like ByteDance [3] - The regulatory environment has become more predictable, allowing for better operational conditions [3] - Alibaba's stock has seen significant growth, with shares increasing over 110% this year, making it one of the best-performing tech stocks [3] Group 4: Future Investments and AI Strategy - Alibaba plans to increase its investment beyond the previously announced 380 billion yuan over the next three years [4] - The company's AI strategy has become clearer and more aggressive, aiming to build a complete ecosystem from foundational chips to application models [4]