MindMap Gallery Artificial intelligence industry development and industry chain branches represented by chatGPT
The development process of the artificial intelligence industry; the future track of artificial intelligence development; the upstream and downstream industrial chains of artificial intelligence; how the development of artificial intelligence drives the flow of capital, and how it affects the global competition between China and the United States.
Edited at 2023-04-07 15:33:04El cáncer de pulmón es un tumor maligno que se origina en la mucosa bronquial o las glándulas de los pulmones. Es uno de los tumores malignos con mayor morbilidad y mortalidad y mayor amenaza para la salud y la vida humana.
La diabetes es una enfermedad crónica con hiperglucemia como signo principal. Es causada principalmente por una disminución en la secreción de insulina causada por una disfunción de las células de los islotes pancreáticos, o porque el cuerpo es insensible a la acción de la insulina (es decir, resistencia a la insulina), o ambas cosas. la glucosa en la sangre es ineficaz para ser utilizada y almacenada.
El sistema digestivo es uno de los nueve sistemas principales del cuerpo humano y es el principal responsable de la ingesta, digestión, absorción y excreción de los alimentos. Consta de dos partes principales: el tracto digestivo y las glándulas digestivas.
El cáncer de pulmón es un tumor maligno que se origina en la mucosa bronquial o las glándulas de los pulmones. Es uno de los tumores malignos con mayor morbilidad y mortalidad y mayor amenaza para la salud y la vida humana.
La diabetes es una enfermedad crónica con hiperglucemia como signo principal. Es causada principalmente por una disminución en la secreción de insulina causada por una disfunción de las células de los islotes pancreáticos, o porque el cuerpo es insensible a la acción de la insulina (es decir, resistencia a la insulina), o ambas cosas. la glucosa en la sangre es ineficaz para ser utilizada y almacenada.
El sistema digestivo es uno de los nueve sistemas principales del cuerpo humano y es el principal responsable de la ingesta, digestión, absorción y excreción de los alimentos. Consta de dos partes principales: el tracto digestivo y las glándulas digestivas.
Artificial intelligence industry development and industry chain branches represented by chatGPT
Elements of a new round of scientific and technological revolution incubation
Originated in 2010
AI
cloud computing
Big Data
Internet of things
Artificial Intelligence - Milestone Technological Revolution
1760s~1850s Industrial Revolution
The invention and widespread application of the steam engine
1870s~1920s Electrical Revolution
The invention and widespread application of electricity
Promotion and application of electricity and internal combustion engines
Promotion and application of household appliances
Telephone promotion applications
1950s~2000s Information technology revolution
Widespread application of computers and the Internet
The invention of the computer brought the technological revolution from physical substitution to mental substitution.
The Internet has greatly reduced the cost of information acquisition and accelerated the process of globalization.
Residents' living standards have improved significantly
2010s~ Artificial Intelligence Revolution
Wide application of AIGC and intelligent robots such as ChatGPT
Artificial intelligence will largely replace repetitive mental work
Further liberate people’s productivity and creativity
The widespread application of intelligent robots will further improve production efficiency
Expand people’s lifestyle, leisure and entertainment options
Industries that artificial intelligence may change
Multiple scenarios, highly complex
teacher
doctor
accountant
insurance agent
HR
police
Single scene, high complexity/multiple scenes, low complexity
driver
construction worker
Domestic labor
chef
commercial service
security guard
coal miner
Single scene, low complexity
agricultural labor
Catering food delivery
Courier
sanitation worker
cashier
Artificial intelligence development track
smart car
Smart cars refer to a new generation of cars that are equipped with advanced sensors and other devices, use new technologies such as artificial intelligence, and have automatic driving functions, gradually becoming smart mobile spaces and application terminals.
smart home
Taking the residence as the platform, integrated wiring technology, network communication technology, security technology, automatic control technology, and audio and video technology are used to integrate facilities related to home life.
Smart Appliances
Home appliance products formed by introducing microprocessors, sensor technology, and network communication technology into home appliances
Intelligent Building
Intelligent building refers to providing users with an efficient, comfortable and convenient humanized building environment by optimizing the combination of the building's structure, system, services and management according to the needs of users.
Smart medical
Smart medical care is to gradually achieve informatization by building a regional medical information platform for health records and using the most advanced Internet of Things technology to realize the interaction between patients and medical staff, medical institutions, and medical equipment.
Smart education
Smart education, or educational informatization, refers to the process of comprehensively and in-depth use of modern information technology in the field of education (educational management, educational teaching and educational scientific research) to promote educational reform and development.
Smart elderly care
Smart elderly care is a sensor network system and information platform for the elderly at home, communities and elderly care institutions. On this basis, it provides real-time, fast, efficient, low-cost, Internet of Things, Internet, and intelligent elderly care services.
An overview of the upstream and downstream industries of AIGC represented by ChatGPT
upstream
data provider
Data analysis and annotation
Creator Ecosystem
Bottom mating tools
rendering engine
mixing equipment
Related algorithm/model research institutions
Related open source algorithms
Business platform/business ecosystem embedding/combining capabilities
midstream
Content design
visual design
Copywriting design
structural design
Content creation tools
Audio/video editing tools
News gathering and editing
game production
Peripheral sales
NFT
Personalized products
Operational efficiency
Intelligent customer service
simple decision
personalized marketing
Advertising placement
Brand virtual image creation
Marketing content production
Data sorting
Internal and external data analysis and updates
Data analysis and algorithm training
Automated real-time interaction
downstream
Various content creation and distribution platforms
Third-party distribution channels
Content terminal manufacturer
Consumer goods manufacturers
AIGC content detection
Third-party content service organization
MCN Corporation
public relations agency
How Artificial Intelligence Affects the Dollar and the Debt Cycle
Artificial intelligence drives dollar cycle changes
US dollar fluctuation trend
Features
Long-term cycle characteristics of 7 years of appreciation and 10 years of depreciation
Funds in the appreciation cycle flow back to the United States, while funds in the depreciation cycle flow to emerging market countries for a long time.
The long-term flow of international capital is closely related to supply-side factors (technology A, labor force L, capital K, resource T, etc.). Capital will always choose the supply-side advantage of an economy.
cycle of change
The Bretton Woods system collapsed at the end of 1971. In 1977, resource endowment advantages helped Latin America attract foreign investment inflows, and the U.S. dollar cycle declined;
From 1978 to 1985, the Federal Reserve raised interest rates to cope with stagflation, capital K dominated among all factors, and the U.S. dollar cycle went up;
From 1985 to 1995, labor endowment was the key to attracting capital inflows to the Four East Asian Tigers, and the U.S. dollar cycle declined;
From 1995 to 2002, a technology cycle occurred in the United States. Technology A attracted funds to flow back to the United States, and the U.S. dollar cycle rose;
From 2002 to 2011, the endowment advantages of the BRICS countries in terms of population, resources and other aspects were fully released, attracting capital inflows, and the U.S. dollar cycle fell;
From 2011 to 2017, the reindustrialization of the United States showed the illusion of the technology cycle. Technology A and capital K drove the return of funds, and the dollar cycle rose;
Since 2018, due to the rise in global trade protectionism, Trump’s trade frictions with many economies, and the rapid U.S. interest rate hikes in 2021 to deal with inflation and other factors, Capital K has attracted capital to return and pushed the U.S. dollar higher, causing the U.S. dollar to rebound. .
Current capital flow characteristics
Capital will always choose the supply-side advantage of an economy
Factor advantages and capital flows drive the cyclical trend of the US dollar
Current capital flows involve choices between the United States and emerging economies, and the advantages of production factors are still the core determining factor.
Artificial intelligence drives changes in the debt cycle
The close connection between debt and the economic cycle
Debt expansion-economic growth-debt expansion-economic bubble-bubble bursting
Recession - debt reduction - economic recovery - debt expansion
Four outcomes of debt expansion
Three pessimistic endings
Negative interest rates
Sovereign debt crisis
war
optimism
Debt drives a new round of scientific and technological revolution to lead economic development. The micro rate of return covers interest costs and drives improvements in indicators such as debt ratio and leverage ratio.
summary
High inflation and negative interest rates
Negative interest rates to resolve debt information
Relieve debtors’ huge pressure
Perpetuate debt
Interest on the liability side does not need to be paid
Write down principal
Reduce the probability of direct default on debt
Enterprise level
New technology cycle is ready to take off
The occurrence of technology cycles (similar to the triggering of the Internet technology cycle in the United States under the Clinton administration in the 1990s) has a certain degree of contingency. The government can only strive to create the best possible technology cycle by increasing capital investment in science and innovation. environment. Once new technological cycle factors occur, the owner's equity of the company may be relatively high. The sectoral leverage ratio will naturally fall due to the substantial expansion.
Promote technology cycle
skill improved
Organizational improvements
Promote the flow of elements
Break through institutional constraints
System Innovation
...
Improve total factor productivity
TFP
The efficiency of development and utilization of resources (including human, material and financial resources) is used to measure production efficiency
效率的改善
技术进步
规模效应
technological innovation
technical efficiency
scale efficiency
Allocation efficiency
Effectively offset the pressure brought by population aging
How does the development of the artificial intelligence industry affect the competitive landscape between China and the United States?
Our country’s advantages
Demographic quality dividend
More engineers
Strong mass production capability
Powerful computing power supported by the advantages of the new energy industry
Strong computing power
The energy industry is developed, such as photovoltaics, wind power, etc.
Competition in the energy sector has shifted from the traditional energy industry relying on resource endowments to manufacturing
America's Advantages
Relatively leading R&D capabilities in the field of artificial intelligence
Only through the industrialization and commercialization of the system can wider applications be achieved, which can then bring about major changes.
capital flow
The core of future capital flows depends on the depth of technological development and commercialization progress of each economy in the field of artificial intelligence, which in turn determines the future trend of the US dollar.