Lately, a question has been coming to mind in my free time: Is the development of the world driven by a few? If this is the case, then what is the purpose of the existence of most people in this world?
It's not that I haven't thought about this problem in the past, but in the year after ChatGPT fell silent, it broke through 5$20,000, Vision Pro was released, SORA was launched, and Nvidia set a cosmic record for a single-day market capitalization surge......
You are in a trance, the so-called silence is just your own wishful thinking, and the blockchain, metaverse, and AIGC in the outside world have already jumped out of the posture in full swing.
The last time there was such an intensive concentration of new technologies was in the era of the Industrial Revolution. Now, in the early hours of the morning when the market value of Nvidia on the other side of the Pacific soared by 2 trillion overnight, people looked at each other and whispered: AI is about to start the fourth industrial revolution.
In fact, this is more like the New Age of Discovery, after a person discovers the New World, thousands of ships full of careerists and spears and cannons quickly seize the mountains and complete the primitive accumulation of capital. In this way, mankind ushered in the era of the industrial revolution.
This time the explosion of artificial intelligence, the computing power market is ushering in 20 In the Age of Discovery, NVIDIA's A100 is the new continent that has attracted countless careerists.
However, while people are still debating whether Nvidia's stock price is overvalued, and even some pessimists lament that they have missed an era, a few elites in this world are already in full swing to seize the next mountain.
Do we seem to be one step closer to that unpredictable future?
The new hill of the bigwigs
For AIGC, the importance of computing power and whether Nvidia's stock price is overvalued, ETF Evolution Theory yesterday's article "211 times in 10 years!" The article "Private Equity Boss Was Scolded" has been explained clearly enough, and I will not repeat it here.
But today there is a piece of news that has aroused the author's interest: [Microsoft, Nvidia, Amazon, "Sister Wood", these bigwigs are all aiming at the new outlet of AI: humanoid robots. 】
Recently, Figure AI, a startup that develops humanoid robots, reportedly raised about 67.5 billion US dollars, the investment group behind it, is so luxurious that it is staggering, and most of the Wall Street bigwigs appear in it:
Amazon founder Bezos has pledged $100 million through his investment firm, Explore Investments LLC.
Huang's Nvidia and an Amazon** invested $50 million each.
Intel's venture capital arm will invest $25 million.
Aliya Capital Partners, an investment adviser, will invest $20 million.
LG Innotek, an LG company, will invest USD 8.5 million.
Samsung's investment institutions will invest $5 million.
Cathie Wood's venture capital **ARK Venture Fund will contribute $2.5 million.
In fact, investing in robots is nothing new, and there has been a wild wave of hype last year after Elon Musk's robot Optimus and Jensen Huang coined the term "embodied intelligence."
But now, in addition to leaving a place of speculation in A-shares, industrialization seems to be an unattainable thing?
The reality is that, like the evolution of large models, the industry is evolving at an astonishing rate.
At the beginning of January this year, the Stanford team's stir-fry robot Mobile Aloha was released and became popular all over the Internet; Subsequently, Musk's ** of his robot "Optimus Prime" folding shirts is even more amazing. Recently, MagicLab, a domestic humanoid robot company, released a robot demonstration**, which can actually flip.
At the same time, Musk's remarks about robots in the latest earnings report meeting have received great attention. Musk said that the Optimus Prime humanoid robot is developing rapidly. Optimus Prime could eventually become the company's largest business, and the future demand for robots could reach $10 billion, or more.
In fact, as early as last year, when ChatGPT exploded, Huang Jenxun put forward the idea that the next wave of AI will be embodied intelligence. In his latest interview, he once again pointed to robots in the direction of AI.
"The robot base model may be coming soon – maybe next year. From then on, five years later, you'll see something really amazing. ”
It is worth mentioning that on Friday afternoon, the concept of robots broke out against the trend, Fengli Intelligence, Dongjie Intelligence with a 20% limit, Mingzhi Electric, Bojie shares and other shares with a 10% limit. A number of robot ETFs rose more than 2%.
The content of this article is an objective data and information, and does not constitute any investment advice).
Many ** companies said that humanoid robots are in 0-1 and will form a huge industrial trend, and even believe that 2024 may be the first year of mass production of the humanoid robot industry.
In addition, the policies at the national level also support the progress of the robot, the entry of enterprises into the first chain, product sample delivery and core equipment procurement, etc., which may become an important catalyst for the sector.
In addition to robots, Huang is also bullish on these directions
In addition to Figure AI, a startup that invests in robotics, it was reported last year that Huang's Nvidia has invested in more than 30 startups.
The clues can be seen from the 13F report released by Nvidia on February 14.
It is worth mentioning that according to the US SEC, only US institutions with more than $100 million in assets under management must file long positions** within 45 days of each quarter.
At present, the official website can only query NVIDIA's position report for the fourth quarter of 2023, and some of the ** in it started investing as early as 2017, which shows that Huang Jenxun increased his investment in the fourth quarter of 2023.
13F** shows that Nvidia invested in five ** in the fourth quarter of last year, all of which are related to artificial intelligence.
The number one heavy stock is ARMIt is a leading global provider of semiconductor intellectual property (IP) focused on microprocessor design. In fact, Huang tried to buy Arm two years ago, but was blocked by regulators.
The second largest heavy stock is pharmaceuticalsIt is a biotechnology company focused on the discovery and development of translational drugs for previously difficult-to-drug targets.
The third largest heavy stock is Soundhound AI, which is committed to revolutionizing speech technology with artificial intelligence.
The fourth largest heavy stock, Tucson).Since its establishment in 2015, TU*** has been committed to SAE Level 4 autonomous driving technology to realize autonomous driving of trucks.
The fifth-largest heavy stock nano-X,It is mainly profitable to achieve medical image processing through artificial intelligence. In 2021, Nvidia acquired Zebra Medical, an Israeli medical imaging startup.
Looking at the direction of Nvidia's latest holdings, we can find that Huang is bullish on chip design, robotics, medical biotechnology, self-driving cars, etc.
AI and human fear
From the perspective of world history, in 1492, Columbus discovered the New World. From 1640 to 1689, the bourgeois revolution in England was completed. In 1764, the Jenny spinning machine was invented. In 1776, the United States became independent. In 1782, Watt commercialized the steam engine.
We can draw a conclusion: after the Age of Discovery, the rapid accumulation of primitive capital, the overthrow of feudal kingship, and the Industrial Revolution on the stage of history, opened up a whole new world.
The existing historical experience leads us to believe that Feng Shui takes turns, no one can rule forever, and the top position of the pyramid is nothing more than changing from this person to that person.
But what when one day, there is no longer a person in that position?
This has always been the biggest fear of AI in human beings, like a nightmare that will always linger in the mind and linger.
Now we are like the same group of people who watched the movie for the first time, the train on the screen is passing by, and people are in a panic and fleeing in all directions.
They thought the train would rush out of the screen and crash into them. People today are also afraid that the fast-running AI will one day completely replace humans, creatures that are keen to claim to be the primates of all things.
The genius Steve Jobs expressed a view ahead of his time at the age of 25:"Humanity has the ability to augment its existing capabilities by making tools, and that's exactly what Apple wants to achieve. （“technological toolis part of our brain”）
In the information technology revolution brought about by the Internet age, we can also confidently say that the important thing is not the tools, but the people who use the tools.
That confidence began to strain when Google's artificial intelligence program AlphaGo defeated world champion Lee Sedol 4-1 in 2016.
In fact, this concern is not a mediocrity, and the physical scientist Stephen Hawking, who is known as an alien to the outside world, has warned of the danger of too rapid development of AIIf advanced artificial intelligence continues to rapidly improve its capabilities, then an unstoppable intelligent** could lead to the extinction of humanity.
Because the impact of AI is really multifaceted, it is difficult to imagine what life will be like in the future within the limitations of current thinking.
After the launch of SORA, the author knew that the A-share artificial intelligence ETF, big data ETF, communication ETF and game ETF would definitely perform, but when I saw the new material ETF soar by 9%, I was confused, and it also had something to do with SORA?
After reading the comments of netizens, I was in a trance that SORA can be profound in all aspects of industry.
Even AI can be revolutionary in biopharmaceuticals.
Things have developed to this point, and it is completely impossible to stop.
On the day of Sora's launch, some netizens commented: Musk is gg. Musk replied that the subject was changed to "human", which means that human beings are willing to gamble and lose.
This sentence is too profound.
We all know that this is a gamble, in which there are both the ups and downs of the fate of all mankind, as well as the ambitions, desires and struggles of the capitalists. Everyone wants to seize this unprecedented new opportunity in history, even though we don't know what lies ahead.