AI Daily, April 26 — Today's AI Daily Morning News main content is: OpenAI CEO Sam Altman recently gave a speech at Stanford University. He said that the next model will be much more powerful than GPT4; Huawei announced that the Huawei developer conference will be held at Songshan Lake in Dongguan from June 21 to 23. The Pangu Big Model 5.0 and HarmonyOS NEXT Hongmeng Galaxy Edition will debut on the same stage for the first time; Tencent and Toyota jointly develop advanced intelligent driving.

▍ Altman: The next model will be much more powerful than GPT4

OpenAI CEO Sam Altman recently gave a speech at Stanford University. The international student “Sophia at Stanford” shared the following notes in Xiaohongshu:

• The next model will be much more powerful than GPT4.

• Copying a big model is easy; it's rare to innovate (innovate) and define the next paradigm (define the next paradigm) such as the iPhone.

• Why not open source? Because the goal is AGL, I don't think open source is the best practice, and I want to achieve social impact through ChatGPT, which provides nothing to the public.

• Don't worry about Al being too strong. As soon as GPT4 came out, people felt like the sky changed. Now people think GPT4 is still not good enough and they want GPT5.

• How to eliminate injustice? Let cheap AI computing take the world by storm, and make AI super cheap.

• Many people's entrepreneurship or research direction is to make up for the flaws of existing AI. They are betting that AI won't get better, but there will be GPT5 and GPT6 in the future, so this kind of work is meaningless.

• Humans have always preferred humans. Even if AI plays chess and punches humans, humans still only like to watch humans play chess; however, there are some counterexamples. For example, teenagers prefer to talk to AI rather than psychiatrists.

• Sora will enable a new way of entertaining, and will be different every time you watch it. It will be generated in real time according to your preferences and interactions, between movies and games.

• OpenAI's biggest organizational change: after realising that scale matters, it brings all the group's computing resources together to do one thing. There is no need for new data, and the model's reasoning ability can be continuously improved.

• Now is a good time to start a business with AI, but it won't surpass all existing products by using AI, and AI won't violate the laws of commerce.

• What OpenAI is doing is a human tool, not a new species, so I don't think ChatGPT needs to be emotional.

• A student asked Sora how many tubing videos were used for training data? ALTMAN: Let's skip this one.

• A high-paying job in the future is to provide professional feedback on the results of model generation.

▍ Huawei: Pangu Big Model 5.0 and Hongmeng System will be unveiled on the same stage as HDC2024

Huawei officially announced that the Huawei Developers Conference (HD2024) will be held at Songshan Lake in Dongguan from June 21 to 23. It is reported that the Pangu Big Model 5.0 and HarmonyOS NEXT Hongmeng Galaxy Edition will debut on the same stage for the first time.

Earlier, Xu Zhijun, vice chairman and rotating chairman of Huawei, clearly stated at the 21st Huawei Analyst Conference that Huawei will make building a native Hongmeng application ecosystem the most critical issue in the 2024 ecosystem construction strategy, with the goal of making it the third mobile operating system in the world after Apple i0s and Google Android. At the Huawei Hongmeng Ecology Spring Communication Conference held recently, Yu Chengdong revealed that HarmonyOS Next Hongmeng Galaxy Edition will begin beta testing on HDC2024.

▍ Tencent and Toyota jointly develop advanced intelligent driving to deepen cooperation in three areas

Tang Daosheng, senior executive vice president of Tencent Group and CEO of the Cloud and Smart Industry Business Group, said today at the 2024 Beijing Auto Show that it will cooperate with Toyota in three core areas: providing cutting-edge technologies such as AI models, cloud computing, and big data to promote “software-defined cars”; connecting users' lives with Toyota's mobile travel terminals through WeChat's social capabilities and digital ecosystem; and building a new diversified mobility ecosystem with Toyota.

Furthermore, according to relevant sources at Toyota China, Toyota will cooperate with Tencent to develop high-level intelligent driving solutions, and Tencent will provide technical support such as large AI models. Regarding previous rumored cooperation with Huawei in the industry, the source said that cooperation with Huawei was limited to hardware supply.

▍ Microsoft's third-fiscal quarter revenue of US$61.9 billion, net profit of US$21.9 billion

Microsoft announced financial results for the third quarter of fiscal year 2024. Revenue increased 17% to 61.9 billion US dollars, profit was 21.9 billion US dollars, an increase of 20%, and earnings per share were 2.94 US dollars, which fully exceeded Wall Street expectations.

Microsoft CEO Satya Nadella (Satya Nadella) said during the earnings call that Microsoft is witnessing a new era of artificial intelligence transformation, driving every role and industry to achieve better business results. However, the financial report did not disclose the contribution of its business-oriented artificial intelligence tool Microsoft 365 Copilot to the Office commercial product line, so the impact of the product on its overall revenue is unclear. Overall revenue from Office commercial products and cloud services increased 13% this quarter.

In its financial report, Microsoft saw revenue growth in three key divisions: productivity and business processes (Office, LinkedIn, Dynamics) grew 12% to $19.6 billion; intelligent cloud (Azure, Windows Server) grew 21% to $26.7 billion; and more personal computing (Windows, devices, games) grew 17% to $15.6 billion.

This result helped solidify Microsoft's position as the world's most valuable company, boosted the company's share price in after-hours trading, and further demonstrated the potential of artificial intelligence to drive its business. The company's shares rose 5% in after-hours trading on Thursday.

▍ Benefiting from strong financial reports, Google's stock price rose 10% after the market

Google's parent company Alphabet released its first-quarter earnings report on Thursday. The results surpassed analysts' expectations, showed a sharp rise in profits in its cloud division, and announced an initial dividend. The company's stock price rose during intraday trading on Thursday. Benefiting from strong earnings reports, Google's share price rose 10% after the market, making Alphabet's market capitalization more than $2 trillion. The company once again announced an increase in the share repurchase program and authorized additional share repurchase programs. The program is worth $70 billion this year.

According to financial reports, Google's revenue for the first quarter was US$80.54 billion, with market expectations of US$79.79 billion; cloud revenue of US$9.57 billion, with market expectations of US$9.37 billion; advertising revenue of US$61.66 billion, with market estimates of US$60.18 billion; net profit jumped 57% to US$23.66 billion (or US$1.17 per share) a year ago.

▍ Cainiao wins Pinduoduo's unfair competition case

The Zhejiang High Court recently ruled that Pinduoduo constituted unfair competition against Cainiao, demanding that Pinduoduo's Duoduo grocery shopping platform on the official website's homepage publish a statement for 5 consecutive days and pay compensation of 5 million yuan for Cainiao's financial losses.

According to the report, the original and defendant mainly debated two key actions. One was whether the self-pick-up points provided by “Duoduo Grocery Shopping” included logos such as “Cainiao” and “Cainiao Station”, which could easily cause commercial confusion, and the other was whether Pinduoduo actually entered Cainiao Online through confrontational business promotion.

Regarding the former, Pinduoduo claims that store information containing the words “Cainiao” is filled in by the small store operators themselves. Regarding the latter, Pinduoduo believes that there is no direct competitive relationship between the Duoduo grocery shopping system and the Cainiao business model. Cainiao believes that the name of the self-pickup point in the Duoduo Grocery Shopping System includes “Cainiao”, causing consumers and others to think that there is a specific connection between the two companies, constituting confusing behavior, and that during the operation process, there are acts such as encroaching on the terminal store links of the Cainiao system.

▍ Emo model launched the Tongyi App

The AI model EMO developed by Tongyi Laboratory launched the Tongyi App on April 25 and is free for all users to use. Users select a template on the EMO product page, upload a portrait photo, and EMO can then synthesize the video. Currently, the first batch of Tongyi App has launched more than 80 emo templates. User-defined audio is not available; users can only select the audio preset by the app to generate videos. According to reports, EMO is an AI model developed by Tongyi Laboratory, and the portrait talking head (Talking Head) technology behind it is currently a hot field of AIGC.

▍ Musk AI is close to reaching US$6 billion financing and Sequoia Capital's participation

According to market sources, Musk may soon receive billions of dollars in funding to make his chatbot Grok a rival to ChatGPT. Two people familiar with the matter revealed that XAI, a startup under Musk, is raising 6 billion US dollars. Excluding this investment, the company's valuation is 18 billion US dollars.

One of the people familiar with the matter said that Sequoia Capital is one of the investors participating in this round of xAI financing. Another person familiar with the matter said that the financing is expected to be completed within the next two weeks. On the artificial intelligence circuit, this round of financing is one of the largest single loans.