Me ya faru
Farawar aikace-aikacen AI suna ƙara ɗaukar samfura masu nauyi don rage hauhawar farashin API daga OpenAI da Anthropic. Harvey, ƙaƙƙarfan AI unicorn na doka, ya ga babban gefensa ya ragu zuwa -50% a watan Yuni saboda yawan amfani da OpenAI's GPT-4. A cikin martani, Harvey ya fitar da samfurin mallakar kansa wanda Moonshot AI's Kimi K3 ke goyan bayan, wanda ya dawo da fa'ida mai kyau. Sauran kamfanoni, ciki har da Abridge, Decagon, da Ramp, suma suna haɓaka ko keɓance samfuran nasu, tare da ƙaura zuwa kashi 80% na zirga-zirga zuwa tsarin mallakar kansu. Ana yin wannan canjin ta hanyar dabarun farashi mai tsauri daga masu samar da samfuri da ingantattun hanyoyin hanyoyin buɗe tushen.
Harvey, farkon AI na doka wanda aka kimanta akan dala biliyan 15.6, ya sami raguwa mai yawa a babban gefe daga 50% zuwa -50% a watan Yuni saboda tsadar API daga OpenAI's GPT-4. Don magance wannan, Harvey ya fitar da samfurin mallakar kansa a cikin watan Agusta, wanda Moonshot AI's Kimi K3 ke goyan bayan, wanda ke ba da aikin kusa da mafi kyawun samfuran Anthropic a ɗan ƙaramin farashi, maido da fa'ida mai kyau.
Halin yana yaduwa a cikin masana'antu da yawa. Abridge tana gina ƙirar tushe don yanayin asibiti ta amfani da ƙirar buɗe tushen NVIDIA, yayin da Decagon yana aiwatar da 80% na buƙatunta tare da samfurin mallakar kansa. A cikin fintech, Ramp da Rogo suna binciken horar da kansu, kuma a cikin kayan aikin shirye-shirye, Cursor da Cognition sun fito da samfuran da aka keɓance.
OpenAI da Anthropic sun koma cajin masu amfani da kamfanoni don amfani da samfuri, suna ladabtar da ƙima mai girma na 'alama-maximizing'. Bugu da ƙari, duka kamfanonin biyu suna ɗaukar hazaka a cikin manyan waƙoƙin farawa da ƙaddamar da takamaiman masana'antu plugins, ƙirƙirar gasa kai tsaye tare da abokan cinikin su. Haɗarin dakatarwa, kamar yadda aka gani tare da Cursor bayan sayan sa ta SpaceX, yana ƙara ƙarfafa masu farawa don neman yancin kai samfurin.
Duk da canjin, yawancin masu farawa ba sa tsammanin yin watsi da OpenAI da Anthropic gabaɗaya. Harvey har yanzu yana dogara da Anthropic's Claude Opus don ayyuka masu rikitarwa, yana nuna dabarun amfani da gauraye. Ana ci gaba da fuskantar ƙalubale, gami da tsadar hazaka ga injiniyoyi masu daidaitawa, buƙatun bayanan mallakar mallaka, da manyan kuɗaɗen kayan more rayuwa don sarrafa ƙira mai buɗe ido.
Me ya sa yake da mahimmanci
Wannan yanayin yana nuna alamar canjin tsari a cikin ƙimar farashin masana'antar AI, kamar yadda kamfanoni-Layin aikace-aikacen ke neman rage dogaro ga APIs masu tsada. Don OpenAI da Anthropic, waɗanda ke shirye-shiryen IPOs, fitowar abokan cinikin kasuwanci zuwa nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan buɗaɗɗen nauyi na iya lalata hanyoyin samun kuɗin shiga na farko. Wannan yunƙurin kuma yana ba da ƙarin haske game da haɓakar haɓakar samfuran buɗaɗɗen tushe azaman madadin farashi mai tsada, mai yuwuwar sake fasalin fage mai fa'ida tare da tilasta masu samar da ƙirar daidaita farashin su da dabarun kasuwanci don riƙe abokan ciniki.
Amincewa da ƙira mai buɗe ido ta manyan farawar AI yana wakiltar ma'aunin ceton farashi mai mahimmanci wanda zai iya canza yanayin kuɗin shiga don OpenAI da Anthropic, musamman yayin da suke shirin IPOs. Wannan canjin na iya tilasta masu samar da ƙira su sake yin la'akari da dabarun farashin su da hadayun kamfanoni don kiyaye amincin abokin ciniki.
Haɓaka aikin ƙira-bude-bude, kamar Moonshot AI's Kimi K3, yana sa su zama madaidaicin madadin API na mallakar mallaka don yawancin amfani da su. Wannan ci gaban zai iya haɓaka dimokuradiyyar damar AI da rage shingen shiga don sabbin aikace-aikacen AI, haɓaka sabbin abubuwa a sassa kamar doka, kiwon lafiya, da kuɗi.
Har ila yau, yanayin yana nuna mahimmancin girma na bayanai da kayan aiki a ci gaban AI. Masu farawa dole ne su saka hannun jari a cikin bayanan mallaka da albarkatun ƙididdiga don horar da ingantattun samfura, wanda zai iya haifar da sabbin dama ga masu samar da bayanai da kamfanonin samar da ababen more rayuwa yayin da suke haifar da ƙalubale ga ƙananan kamfanoni masu iyakacin albarkatu.
Ingantacciyar hanyar sadarwa: Yadda A zahiri yake Aiki
Bincika fasahar da ke bayan wannan ci gaban ta hanyar mu'amala.
In AI, what are a model's "parameters"?
Abin kallo na gaba
Kula da ayyukan kuɗi na OpenAI da Anthropic yayin da suke tunkarar IPOs ɗin su, musamman duk wani canje-canje a farashin API ko dabarun riƙe masana'antu. Bibiyar ƙimar karɓar ƙima na buɗaɗɗen nauyi tsakanin manyan farawar aikace-aikacen AI da haɓaka sabbin samfuran mallakar kansu a sassa kamar kiwon lafiya, kuɗi, da sabis na doka. Hakanan, lura da tasirin hazaka da tsadar ababen more rayuwa akan yuwuwar samfuran horar da kansu don ƙananan farawa.
Duba don kowane canje-canje a cikin OpenAI da Anthropic's API farashin ko kwangilolin masana'antu don mayar da martani ga haɓaka ƙirar ƙira mai buɗe ido. Ƙarfin su na riƙe abokan cinikin kasuwancin zai zama mahimmanci don ƙimar IPO da dorewa na dogon lokaci.
Saka idanu da aiki da ɗaukar sabbin samfura masu zaman kansu daga farawa kamar Harvey, Abridge, da Decagon. Nasara a waɗannan wuraren na iya tabbatar da hanyar buɗe tushen da ƙarfafa ƙarin ƙaura daga APIs masu mallaka.
Kula da tasirin baiwa da tsadar ababen more rayuwa akan yuwuwar samfuran horar da kai. Idan waɗannan shingen sun ci gaba da girma, ƙananan farawa na iya ci gaba da dogaro da haɗaɗɗun samfuran buɗaɗɗe da rufaffiyar tushe, yayin da manyan kamfanoni na iya ba da cikakkiyar himma ga mafita na mallakar kansu.