BAT enters the AI ​​field to stage a three-nation competition

From the State Council to issue the "New Generation Artificial Intelligence Development Plan", to the Ministry of Industry and Information Technology to issue "The New Generation of Artificial Intelligence Three-Year Action Plan"; from "AlphaGo" to defeat the World Championship of Human Go, to the unmanned supermarkets appearing on the streets of China, and then to The car entered a new era of “unmanned driving”. The AI ​​has entered an accelerated phase. Like water and electricity, it is “invading” all aspects of human life and gradually changing the direction of society.

As the three giants of the domestic Internet companies, BAT has also made a tacit agreement in the field of AI. In the field of AI, it can be said that Baidu's layout was the earliest, and Ali followed closely, and Tencent finally entered. Some people say that Baidu is a pragmatist who rides the dust. Ali is a romantic and free-spirited mercantilist, and Tencent is a toddler who is still starting. So the truth is not the case? Some netizens drew the following picture according to the layout of each AI:

Baidu: Actively looking for application scenarios

In the AI ​​market, Baidu actually has a first-mover advantage. As early as 2013, Baidu established the Deep Learning Research Institute (IDL). In just three months, it established an artificial intelligence laboratory in Silicon Valley. Wu Enda, Yu Kai and other top AI talents in Silicon Valley, Baidu AI business can be described as strong.

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

So, after ushering in the Silicon Valley Chinese legend "Lu Qi", Baidu quickly adjusted the organizational structure, focused on the "All In AI" strategy, and quickly pushed the scene to the ground.

One of the most obvious changes is that the idea of ​​“first-tech scenes” is changing. Baidu has begun to focus on application scenarios and promote the commercialization of AI technology. In addition to using AI to drive the growth of old services (such as information flow), AI is used in the financial sector, and DuerOS, Apollo plans are deployed, focusing on cars, homes and other scenarios to form new vision-oriented businesses.

Ali: The scene came to the ground and came to the top.

Alibaba, which started with e-commerce business, is far less high-profile in Baidu's layout. However, Alibaba has long used artificial intelligence in its retail service business systems such as e-commerce and logistics.

Take the Tmall double eleven with a record of 168.2 billion records this year. The AI ​​designer "Luban" with 8,000 posters per second, the intelligent customer service "Ali Xiaomi", the computer room patrolman "天巡", etc., allegedly all Ali This year's new machine intelligence new species in Baba has contributed to the “largest man-machine synergy in history” in 2017.

In addition to supporting the retail business in the system, in recent years, Alibaba has launched "industrial AI" programs such as ET brain in various scenarios such as urban, industrial, retail, financial, automotive, and home.

If Baidu is still a "vision" type AI, Ali's AI has been fruitful. Taking the brain of ET city as an example, in Hangzhou, it can not only increase the traffic speed of vehicles in crowded sections by 15.3%, but also realize priority dispatching of special vehicles such as 120 ambulances in Xiaoshan area, saving half of the time to arrive at the scene. As the first member of the “Artificial Intelligence National Team”, ET City Brain is the only solution that has achieved results and achieved results compared to Baidu’s Apollo and Tencent medical images.

The industrial brain, medical brain, environmental brain, and the ET financial brain and ET aviation brain, which are members of the ET brain family, also have their own landing cases.

Alibaba's AI, although not a big fan of publicity, but the industry has the most landing, running relatively fast.

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

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

On the other hand, Alibaba announced in March this year that it will launch the “NASA Plan” to reserve core technology for the service of 2 billion people in the next 20 years.

At the Yunqi Conference in Hangzhou in October, it announced the establishment of “Dharma Institute” to invite top talents from around the world and invest 100 billion yuan in the next three years to study basic science and subversive technological innovation.

Therefore, in a sense, Alibaba is taking the AI ​​strategic thinking that is strongly combined with romanticism and realism.

Tencent: still in the stage of storage

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

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

In 2016, Tencent opened the artificial intelligence laboratory AI Lab. Unlike Baidu and Ali's artificial intelligence, which are generally combined with specific businesses, Tencent's artificial intelligence is more of an experimental nature. The example of the glory that won the Japanese Go AI contest some time ago is an example.

However, Ma Huateng also said: "If there is no scene, the business can't go down." For Tencent, in the field of artificial intelligence, more attention is paid to scenarios, big data, computing power and talent. Therefore, the basic research focused on AI Lab includes computer vision, speech recognition, natural language processing and machine learning, and proposes four application directions of game, content, social and tool platform AI according to Tencent's business. Not long ago, Tencent’s smart voice product “Tencent Cloud Xiaowei” can be seen as the latest practice in the direction of social applications.

If the development of artificial intelligence is divided into two stages: the first is the power of technology, talents, and algorithms, and then the industrialization of AI. Compared with Baidu and Ali, there are many achievements in the landing of the scene. Tencent is still in a stage of focusing on single-point technology and reserve talents, but it is good for Tencent's application scenarios, which are all over the daily life of entertainment, internet, social networks, media, etc. In various fields; and because QQ and WeChat have 850 million and 963 million monthly active users and have a large amount of social data, the prospects are still worthy of expectation.

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