Azeem Azhar's Exponential View

AI in 2025 – A global perspective, with Kai-Fu Lee

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Jan 2, 2025
Kai-Fu Lee, a leading AI researcher and entrepreneur from Taiwan, explores the future of AI in 2025, emphasizing the contrasting trajectories of the Chinese and U.S. markets. He highlights how Chinese companies are crafting unique generative AI solutions without predefined SaaS layers, leading to specialized integrations. Lee predicts a shift towards 'AI-first' applications across industries, with significant reductions in operational costs and an increased focus on inference over training. The discussion also touches on the evolving role of productivity tools and innovative search technologies.
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INSIGHT

East vs West AI Adoption

  • Generative AI's reception differs between the US and Asia.
  • The "ChatGPT moment" stunned the West, while Asia saw a more gradual, distributed adoption.
INSIGHT

Chinese Companies "Roll Their Own" AI

  • Chinese companies are building their own AI solutions due to a less developed SaaS ecosystem.
  • This deep integration, while complex, fosters thorough, domain-specific AI implementations.
ADVICE

Embrace AI-First Tools

  • Prioritize AI-first tools where AI drives creation and humans tweak.
  • This inverts the traditional creative process, with AI conceptualizing and users providing strategic direction.
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