Core Viewpoint - The AI industry structure is transitioning from an unhealthy "pyramid" model to a healthier "inverted pyramid" model, as stated by Baidu's chairman, Li Yanhong, during the Baidu World Conference on November 13 [1]. Group 1 - The traditional AI industry structure resembles a "pyramid," where the chip layer captures the majority of value, while the economic benefits of models and applications decrease significantly as one moves up the pyramid [1]. - This traditional structure is deemed unsustainable and has led to market skepticism regarding the existence of an AI bubble [1]. - The "inverted pyramid" model suggests that regardless of the profits made by chip manufacturers, models must generate ten times the value, and applications developed from these models should create one hundred times the value, promoting a healthier industry ecosystem [1].
李彦宏回应AI泡沫争议