文心一言，是百度的AI曙光？还是下一个ChatGPT挑战者？🔥
文章主题：
01. 反差很大的股价
At an intimate event space in Baidu Inc.s Beijing headquarters on Thursday, the Chinese search giants CEO Robin Li sought to wow
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Over half an hour, Mr. Li showed a series of prerecorded videos of the chatbot — the first real Chinese contender to ChatGPT, developed by San Francisco-based firm OpenAI — answering questions about Chinese literature, solving math problems and generating images and videos.
The only thing missing was a live demo of Ernie Bot itself, an omission that initially drew sharp criticism from online viewers.
While Microsoft Corp. and Alphabet Inc.s Google have also relied on prerecorded demos, many commenters contrasted the event to OpenAIs real-time demo two days earlier of its latest model, GPT-4.
Investors also balked: Baidus Hong Kong-traded stock price plunged as much as 9% after the presentation started, before closing 6.4% lower.
After the event, Baidu invited a limited pool of users to try the chatbot, including many who live-streamed their experiences. Sentiment began to fill, as more viewers said they were impressed by the live demos theyd been itching for.
In Friday morning, trading in Hong Kong, Baidus stock price regained its Thursday losses and more, rising 13.67% in the session.
解析
🎉【百度文心一言】发布会揭秘！🚀🌟备受瞩目的3.16百度文心一言发布会，李彦宏以创新科技的视角，为我们带来了一场别开生面的云端展示。他用一段生动的录像，巧妙地展示了这款聊天机器人的超凡智慧，虽然没有现场实物演示，但其强大的潜力和未来可能已呼之欲出！🔍💥这场发布会不仅展示了百度在AI领域的前沿探索，也让大家对文心一言的期待值飙升。尽管未触手可及，但想象中的互动体验与实际操作的无缝对接，无疑为科技爱好者们留下了无尽遐想。🌐🔥回顾中，李彦宏的自信和决心透过屏幕传递，让人深感百度对于推动智能交互的决心和承诺。未来，文心一言或将引领一场人机交流的新革命，让我们拭目以待！🚀#百度文心一言# #人工智能# #科技发布会
3.16 百度股价跳水，收跌-6.4%
3.17 百度股价大涨，收涨13.67%
反差背后，反映的是一种评价的改观。
wow：使…印象深刻
balk：犹豫
live-stream：直播
sentiment：情感
lich for：渴望。这句的意思是说，尽管这次发布会没有向公众正式发布文心一言的使用，但有一小部分人被邀请实机测试了，有些还通过平台直播了，观众们被一直渴望的实机测试整的情绪高涨。
02. 匆忙发布的意义
Mr. Li acknowledged at the beginning of his presentation that many people had asked him why the company rushed to launch the technology and wondered whether it was truly ready.
“During our initial internal testing, its true I wouldnt describe the experience as perfect,” Mr. Li said. But the market demanded it, he said, adding that “everyone is waiting for this technology. “
Ernie Bot represents a high-stakes gamble for Baidu, which has pressed employees since the start of the year to develop the product as quickly as possible. The chatbot could solidify Baidus reputation as an AI leader, a label it has repeatedly assigned itself in recent years to regain investor favor after tumbling from the elite tier of Chinas tech giants.
In pushing something out quickly, the company sought both to capitalize on the wild popularity of ChatGPT and beat out its domestic competitors.
解析
第二部分见缝插针，通过李彦宏的话，回答了大家心中的疑问——百度何德何能，要抢在Google、Meta（Facebook）等巨头之前发布聊天机器人？
至少有三个好处：
（1）强化百度的AI标签
（2）契合ChatGPT的市场情绪
（3）更好地阻击国内的竞争者
rush to：急于
high-stakes：高额。high-stakes poker，节目《高额德州扑克》
soildfy
：强化
tumble：翻滚
03. 先抑后扬的评论
During Baidus event, Mr. Li showed videos of Ernie Bots capabilities, including its fluency with Chinese idioms and ability to generate audio speaking in different Chinese dialects.
Online, some people said immediately after the event that Baidu wouldnt have shied away from chatting with Ernie Bot live if it had mature capabilities.
“I get it, its not ready yet, just a pitch deck!!“ Wrote one viewer on the events English-language live stream on Youtube.
“Two words: thats it,” wrote another on the Chinese Twitter-like platform Weibo, adding: “What was on display is just a patchwork version of Baidu Baike,” referring to the companys Wikipedia-like product.
Some Baidu employees who werent involved in the final stages of Ernie Bots development said they, too, were skeptical of the products capabilities and would need to test it before passing judgement on its quality.
One business attendee at the event was more optimistic about the products business utility.
He said his firm could consider using Ernie Bot, such as by having it read through various documents to generate summaries as well as give titles to videos that his company produces or handles. Such usage could improve worker productivity, the attendee said, adding that he expects Ernie Bot to keep improving.
By morning, internet users who had tested out the product turned more positive.
“Ernie Bot has a certain gap with Bing, but the gap is not outrageous,”wrote one. “In fact, on some questions, it was even better than Bing.”
解析
第三部分按时间顺序罗列了一些对文心一言的评论。
3.16发布会开始时恶语相加：
类似贾老板的融资PPT！
就是披了马甲的百度百科！
3.17的早上，风评已大大改观：
虽不如GPT-4，但也没那么不堪！
shy away：回避
pitch deck：融资宣传稿
attendee：与会者
outrageous：离谱的
04. 文心一言的历史
Once seen as one of Chinas shiniest tech giants,
Baidus standing took a hit after its core advertising revenue began to slow and the company reported a loss in 2019.
It has since struggled to regain investor confidence. Baidus market cap has largely remained below $100 billion since 2014 while Tencents and Alibabas grew to above $800 billion in early 2021.
Casting around for new sources of non advertising revenue, Baidu turned to its existing AI talent and technologies.
In 2019, it elevated Wang Haifeng, a natural-language processing expert who was then the director of its AI and technology groups, to become its first CTO in 9 years.
（Source：caixin；Wang Haifeng）
It pumped money into a wide range of technologies, including chip and software infrastructure for AI development, self-driving cars and cloud computing.
In 2019, it developed a deep-learning model known as Ernie, repurposing for Chinese language a breakthrough algorithm that Google had introduced two years earlier. Baidu subsequently developed dozens more Ernie models, including for image and art generation, similar to those of OpenAIs Dall-E.
Baidu struggled to commercialize those technologies, but the sudden release and a vitality of ChatGPT late last year changed the equation.
It opened up a window opportunity for Baidu to finally cash in on its years of investment. ChatGPT shares the same DNA as Ernies AI models: Both are so-called large language models built on the same algorithmic foundation that came out of Google.
In late December, as buzz grew over ChatGPT, Mr. Li emphasized to employees the importance of commercializing the new advancement. By early January, company executives had mobilized employees to start pulling together a ChatGPT-like product with its Ernie models.
After months of pent-up anticipation, Mr. Li didnt specify on stage when the chatbot would become widely available. Baidu initially said last month that it would embed the chatbot into its search engine and open it to the public in March.
Some employees told the Journal that the tight timeline has been insufficient for developing a well-functioning product.
Up until the final days before the launch, the team was still rushing to ready the chatbot, leaving no time left for a planned internal rollout to all employees to perform companywide testing, according to people familiar with the matter.
解析
最后一部分主要在聊文心一言的诞生史，也是百度转型AI的历史。
自从百度广告收入下滑，逐渐退出BATJ的互联网巨头行列，不得不找寻下一个业务爆点——人工智能。
🎉经过不懈的努力与技术创新，尽管百度曾面临在AI商业化道路上的挫折，但它始终保持着对前沿技术的热情。👑现在，随着ChatGPT引领的新一轮科技风暴，百度看到了重振雄风的曙光。💰然而，对于备受期待的“文心一言”何时能真正面向大众，仍是悬而未决的问题，让人既兴奋又充满期待。🔍我们相信，经过时间的沉淀和市场的考验，这个AI巨头必将找到属于自己的商业化之路。🚀
repurpose：重新用于。这句意思是说，初始的Ernie模型只是把突破性的谷歌算法上重新用于中文。
buzz：嗡嗡声
pent-up：压抑封闭的
embed：嵌入
本文节选自Wsj “Baidu’s ChatGPT Rival Launches to Mixed Reviews” (Mar. 10, 2023)，作者Karen Hao & Yoko Kubota & Raffaele Huang,仅供学习参考使用，不做商用。
非读说
3.17 微软发布了颠覆性的GPT-4 Office全家桶，这颠覆的可能不仅仅是打工人的宿命。
🌟曾经的荣耀，四大发明让华夏独领风骚，如今创新的烽火却仿佛被欧美点燃，科技领域的核心力量是否已悄然易主？李约瑟之问，依旧拷问着我们的灵魂。🤔科技进步的步伐，何时能再次引领全球，找回那份属于东方的自信与荣光？🌍
🌟当我们谈论投资与努力时，无需质疑我们的决心和对新知识的渴望。我们熟知东西方交流之道，从洋为中用到现代科技的融合，每一步都走得稳健（ Já, Twitter e Weibo são nossos ferramentas, Uber e DiDi, nossa arte）。然而，自19世纪英国开启其思想之门，我们却在核心理念上有所缺失——自由的空气与批判性思维的熏陶。💡过滤所有话语，思维难免受限，语言腐败滋生，民粹主义的暗流潜藏其中（ filtrar tudo, o pensamento se endurece, corrupção linguística enche a paisagem）。要探寻中国为何未能孕育出像马斯克这样的创新者，土壤是否健康至关重要（ O que impede um Musk? É na terra onde cresce essa flor de inovação?）。🌱批判性思维的缺席，如同缺乏养分的沃土，如何滋养出颠覆性的思想之树？我们需要反思，以期破茧成蝶，塑造一个孕育创新者的未来（ Perguntar por omissão, é hora de refletir e transformar nosso substrato mental）。
🌟💡在当今社会，许多人过于理想化，沉醉于”工具”与”生产”的幻象中，热衷于庞大的人口数量和无边的市场潜力。然而，这样的思维模式可能恰恰忽略了更重要的现实基础——稳健的国家治理与创新的核心驱动力。洋务运动，虽曾一度被视为救亡图存的强心剂，其实质上它所倡导的工业化理念，对于今天来说，依然具有深远启示意义。让我们回归初心，追求更为务实和可持续的发展路径吧！🌍🚀
本期推荐：《中国科学技术史》——李约瑟
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