未来聊天机器人市场的竞争格局
Microsoft will not have the field to itself, nor will it be a winner-takes-all market. Among other cloud providers, Alphabet, for one, has foundational models that are more powerful than GPT. For now, though, its ability to compete is constrained. Alphabet, loathed by critics of surveillance capitalism, bears a big reputational risk if human-like AI amplifies the biases and privacy concerns of current consumer technology. It is under regulatory fire: a lawsuit filed on January 24th by America’s Department of Justice and eight states calls for the break-up of Google’s ad-tech business. Moreover, the cost of the average Google search is exceedingly cheap; adding ChatGPT-like searches, heavy on computing power, would raise it. As for Microsoft’s business-software competitors, such as beleaguered Salesforce, they are trying to cut costs and cannot hope to match Microsoft’s advanced AI investments, says Mark Moerdler of Bernstein, an investment firm.
语言要点:
1. "have the field to itself"是一个英语习语,意思是"独占鳌头"或"事业独领风骚",指的是在某个领域中没有强有力的竞争对手,可以独自占据市场。在本文中,"Microsoft will not have the field to itself"表示微软不会独占鳌头,表明在云计算和人工智能市场中有其他的强有力竞争对手。
2. "a winner-takes-all market"是英语习语,意思是"赢者通吃的市场",指的是在某个领域中,只有最优秀的一家公司可以占据市场主导地位。在本文中,"nor will it be a winner-takes-all market"表示这个市场不会由一家公司独占。
3. "for one"是一个英语习语,表示"至少有一个"或"就我一个人而言"。例如,"For one, I am excited about the new product release"的意思是"就我一个人而言,我对新产品发布感到兴奋"。文中表示至少有谷歌有实力和微软竞争。
4. loathe表示憎恨、厌恶。名词形式Loathing意思是厌恶、憎恶的感觉;形容词形式Loath意思是不情愿的、勉强的;形容词形式Loathsome意思是令人讨厌的、恶心的、可憎的。
5. "Surveillance capitalism" 在现代互联网经济中指的是那些在收集和分析消费者数据的基础上从事商业活动的企业。这些公司会收集人们在互联网上的各种行为和活动数据,如搜索记录、浏览历史、购物偏好等,因此有批评者认为,这是在侵犯消费者隐私,并呼吁更强的监管以保护消费者利益。
6. "Beleaguered"描述一个人、团体或组织身陷困境、处于焦虑或困扰之中的状态。比如某个公司处于长期的危机状态,或持续遭受攻击和批评时,可以用"beleaguered" 来形容,表示这个人或组织处于受压的、困苦的或被围攻的状态。Salesforce公司近年来股价走势低迷,发展前景不明,故而作者用beleaguered这个词来形容。
7. Mark Moerdler是贝恩斯坦公司(Bernstein)高级分析师,覆盖科技、电信、媒体、电视、付费电视等很多行业。他的分析经常被媒体引用,也为许多公司和投资者提供了宝贵的建议和洞察力。
写作好词:
have the field to itself 独占鳌头
a winner-takes-all market 赢者通吃的市场
for one 就我一个人而言,至少有一个
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