The fourth paradigm: An enabler of digital intelligence transformation platforms for enterprises in the new era of AI

The company was founded in September 2014 and is a leader in enterprise-grade artificial intelligence platforms. The company has established three core business segments, including the fourth paradiggmSage AI platform (4ParadigGmSage), SHIFT intelligent solutions (4Paradigm SHIFT), and the fourth paradigm AIGS service (4Paradigm AIGS). Using AutoML and transfer learning as the core technology, the company built a low-threshold artificial intelligence developer kit and AIOS platform to help enterprises quickly build the model foundation needed to meet their own scenarios.

Based on the platform, the company digs deep into segmented scenarios and builds multi-industry solutions. Also, based on this, the publication-style model helps enterprises upgrade their services once again.

It has accumulated progress. Judging from the company's development history and industrial positioning, the company's core competitiveness has been nearly 10 years. The company's development process can be divided into three stages based on the core driving force of growth: technology-driven stage, advantage card position driven stage, and ecological scale-driven stage. The company has strong technical advantages. The company's executives and core technicians have rich technical and industry experience, and have excellent academic and industrial influence in cutting-edge technology fields such as transfer learning. At the same time, the company thought about what users thought, dug deep into the core requirements of the scenario, continuously optimized and refined its own products, and launched an AI foresight platform to enable enterprises to transform intelligently with a low threshold. The company is positioned as a platform software company in the new era of AI. Drawing on the development history of SAP, the company has two major growth opportunities: (1) Similar to SAP. Although the project investment cycle was also long, SAP consultants and implementation consultants were born, it completely restructured the customer experience, business model and operation, used new delivery value to generate revenue and improve efficiency, and created relatively standardized products to achieve a leap forward in product business models; (2) Such companies enjoy the certainty of starting with big customers and growing with customers; large enterprises themselves are growing and forward-looking. The company's growth ceiling comes from the continuous advancement and transformation of customers, and it is expected to expand its customer base to further serve small and medium-sized customers.

Steadily moving forward, those with deep roots are beginning to flourish. Another hope is that the lush forest China has huge room for intelligent transformation of enterprises, and the company is expected to fully benefit as a platform-based company. Various industries in China vary greatly in data volume and IT system maturity. At the traditional level, finance, automobiles, and government use AI more, but with the gradual enrichment of data volume in various industries, energy, manufacturing and other industries will have huge market opportunities. At the same time, due to the complex processes and many links of enterprises in the manufacturing and energy industries, it provides a fertile ground for growth for platform-based companies such as the fourth paradigm. According to the Insights Advisory Report, China's AI spending reached 2255 billion yuan in 2022 and is expected to grow to RMB 691 billion in 2027, with a compound annual growth rate of 25.1%. According to IDC statistics, the fourth paradigm ranked first in the market share of machine learning development platforms in China in 2022, accounting for 32.7% of the market share. The market shows a clear large-scale effect of leading manufacturers, and the company is expected to fully enjoy the growth opportunities of Chinese enterprises under the wave of digital and intelligent transformation.

Risk warning

1. The development of AI technology falls short of expectations;

2. Business progress falls short of expectations.