2024. 7. 31. 18:22ㆍUS Economic
## Why Zuckerberg's Billions of Dollars (Tens of Trillion Won) Gambling, It's Not Just Meta
1. AI Investment Fever and Questions About Profitability
* Investment in AI is expected to reach $1 trillion (about 1,300 trillion won) over the next few years, but its profitability is questioned.
* Goldman Sachs presents skepticism, citing MIT Professor Asemoglou's opinion that "real transformation" from AI investment may not happen quickly.
* Power supply and chip shortages needed to operate AI systems also need to be addressed.
2. Meta's Free AI System Unveils, Background And Meaning
* Against this skepticism, Mark Zuckerberg has the precipitation to unveil Meta's latest AI system, "Llama 3.1 405B," for free.
* Meta has already invested $10.5 billion (W13.65 trillion) in building AI data centers alone, and estimates that the development of the Llama 3.1 405B would have cost much more.
* Meta's move is interpreted as a strategy to secure AI technology leadership and build an ecosystem for long-term revenue generation.
3. OpenAI's revenue model and challenges
* ChatGPT developer OpenAI is expected to spend up to $8.5 billion (W11.5 trillion) on operating expenses alone this year, with losses of up to $5 billion (W6.5 trillion).
* OpenAI strives to generate revenue from AI model usage fees for companies, chatbot construction services, and ChatGPT paid subscriptions (20 dollars per month, about 26,000 won).
* However, high operating costs and intensifying competition are making it difficult to secure profitability and rely on Microsoft's funding.
4. AI Market Competition Intensifies: Cost Reduction and Profit-generating Models
* OpenAI is trying to cut costs by launching the "GPT-4o mini," a low-cost version of its latest AI system, GPT-4o.
* Meta offers "Llama 3.18B," a smaller version of the Llama 3.1, at a lower price than its competitors and enhances market competitiveness.
* Along with technology development, AI companies are fiercely competing to find cost-cutting and profit-generating models.
5. Conclusion: Balance between the potential and profitability of AI technology
* AI technology has enormous potential, but it has yet to find a clear revenue generation model.
* Major companies such as Meta and OpenAI are trying to find a balance between securing technical leadership and securing profitability.
* With the development of AI technology, new business models emerge, and there is a possibility of expanding opportunities to generate revenue.
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