BAT layout artificial intelligence, AI session "three pillars" situation has begun to take shape

From the State Council, it issued the "New Generation Artificial Intelligence Development Plan" and the Ministry of Industry and Information Technology issued the "Three-Year Action Plan for a New Generation of Artificial Intelligence"; from "AlphaGo" defeated the human Go World Champions, to the unsupermarkets on the streets of China, and then to The car enters a new era of "driving without a driver." AI has entered the accelerated landing phase. Like water and electricity, it is "invading" all aspects of human life and gradually changing the direction of social development.

As the BAT of the domestic giants of Internet companies, they have also made concerted efforts in the AI ​​field. In the AI ​​field, it can be said that Baidu's layout was the earliest, Ali followed, and Tencent finally entered. Some people say that Baidu is a pragmatist, Ali is a romantic and free mercantile, and Tencent is still a starter. So is the fact that it is not? Some netizens drew the following picture according to their AI layout:

Baidu: actively looking for application scenarios

In the AI ​​market, Baidu actually has a first-mover advantage. As early as in 2013, Baidu set up the Institute of Deep Learning (IDL), and only three months later set up an artificial intelligence laboratory in Silicon Valley. Wu Enda, Yu Kai, and other top AI talents inflow in Silicon Valley, Baidu AI cause can be described as strong and strong.

However, in recent years, the loss of AI's main talents, such as Wu Enda, has brought turbulence to Baidu's AI business. The loss of mobile Internet has also caused Baidu's revenue and valuation to be far worse than AT.

So, after ushering in the legend of Silicon Valley Chinese “Lucy”, Baidu quickly made adjustments to the organizational structure, focused on the “AllInAI” strategy, and quickly pushed the scene to the ground.

One of the most obvious changes is that the thinking of the "post-technology scene" is changing. Baidu began to focus on the application scenarios and promote the commercialization of AI technology. In addition to using AI to drive the growth of old businesses (such as information flow), AI is also used in the financial sector, and DuerOS and Apollo plans have been deployed to focus on the scenes of cars and homes to form new perspective businesses.

Ali: The scene falls behind

Alibaba, which started as an e-commerce business, is not as high-profile as Baidu in the layout of AI. However, in fact, Alibaba began to use artificial intelligence in retail service business systems such as e-commerce and logistics.

Taking the Lynx Double 11 with record of 168.2 billion this year as an example, the AI ​​designer "Lu Ban" of 8,000 posters per second, the intelligent customer service "Ali Xiaomi", and the room patrolman "Tian Patrol" etc., allegedly are Ali. Baba’s new species of machine intelligence this year contributed to the “best man-machine collaboration in history” in 2017.

In addition to supporting the retail business within the system, in recent years, Alibaba has successively launched “industry AI” solutions such as ET brains in various scenarios such as cities, industry, retail, finance, automobiles, and homes.

If Baidu is still a "long-range" AI, Ali's AI has been effective. Take the ET city brain as an example. In Hangzhou, it can not only increase the speed of traffic on crowded roads by 15.3%, but also provide priority dispatch for special vehicles such as 120 ambulances in Xiaoshan, saving half the time to arrive at the scene. As the first member of the “Artificial Intelligence National Team”, ET City’s brain is the only solution that has landed and seen results compared to Baidu’s medical images of Apollo and Tencent.

The industrial brains, medical brains, and environmental brains that are members of the same ET brain family, as well as the ET financial brains and ET aviation brains released at the Beijing Summit also have their own cases.

Although Alibaba's AI has not been widely promoted, the industry has the largest number of landings and is running relatively fast.

At the just-concluded Beijing Yunqi conference, Hu Xiaoming, president of Alibaba Cloud, put forward the concept of "the future is the industrial AI after the artificial intelligence bubble." He said, “In the past, every industrial revolution was a deep integration of technology and industry, which led to economic and social changes. AI is no exception. In the future, AI must go deep into all walks of life to solve the problems encountered in life, production and social environment. The thorny issue that can lead the real industrial revolution."

Obviously, Ali's artificial intelligence focuses on the enabling industry.

However, on the other hand, Alibaba announced in March this year that it will launch the NASA plan to reserve core technology for serving 2 billion people in the next 20 years.

At the October Yunnan Yunqi Conference, it also announced the establishment of the “Dharma House” to send invitations to the world's top talents and invest 100 billion yuan in the next three years dedicated to research covering basic science and disruptive technological innovation.

Therefore, in a sense, Alibaba walks with the AI ​​strategy that strongly combines romanticism and realism.

Tencent: still in the storage phase

On AI, Tencent is the latest in the BAT. According to industry analysts, this has a lot to do with Tencent's business structure and business logic. With WeChat in hand, Tencent is very comfortable in the mobile Internet era. The urgent need for artificial intelligence is not large, unlike Baidu and Ali. The future has a very pressing sense of crisis.

But now, with the advent of artificial intelligence, Tencent has also used its rich application scenarios, a large user base, and massive social data to accelerate the speed of catch-up.

In 2016, Tencent opened the artificial intelligence laboratory AILab. Unlike Baidu and Ali, which have different combinations of artificial intelligence and specific services, Tencent's artificial intelligence is more experimental. Some examples of the unique skills that won the championship in the Japanese Go AI competition some time ago.

However, Ma Huateng also said: "If there is no scene landing, the business can not go down." For Tencent, in the field of artificial intelligence is more concerned about the scene, big data, computing power and talent. Therefore, AILab focuses on basic research including computer vision, speech recognition, natural language processing and machine learning, and proposes four application directions for games, content, social networking, and tool platform AI according to Tencent's business. Not long ago, Tencent’s smart voice product “Tencent Cloud Micro” released by Tencent can be seen as the latest practice in the direction of social applications.

If the development of artificial intelligence is divided into two phases: first, technology, talent, and algorithmic storage, and then it is the industrialization of AI. Compared to Baidu and Ali, there have been many achievements in the landing of the scene. Tencent is still in a stage of focusing on single-point technology and reserve talents. Fortunately, Tencent has a wide range of applications, and it covers everyday life such as entertainment, the Internet, social networks, and media. In various fields; and because QQ and WeChat own 850 million and 963 million monthly active users respectively and have a huge amount of social data, the outlook is still promising.

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