Ukuhlanganiswa kokuqalisa kwe-AI okunensayo: Ingabe isiqalo sokuthenga se-AI sesizophela?

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Ukuhlanganiswa kokuqalisa kwe-AI okunensayo: Ingabe isiqalo sokuthenga se-AI sesizophela?

Ukuhlanganiswa kokuqalisa kwe-AI okunensayo: Ingabe isiqalo sokuthenga se-AI sesizophela?

Umbhalo wesihlokwana
I-Big Tech idume ngokuqhudelana ngokuncintisana ngokuthenga ama-startups amancane; Nokho, lezi zinkampani ezinkulu zibonakala zishintsha amasu.
    • About the Author:
    • Igama lomlobi
      I-Quantumrun Foresight
    • October 25, 2022

    Isifinyezo sokuqonda

    Esimeni esithuthukayo sobuchwepheshe, izinkampani ezinkulu zibuyekeza amasu azo ekutholeni ama-startups, ikakhulukazi ku-Artificial Intelligence (AI). Lolu shintsho lubonisa inkambiso ebanzi yokutshalwa kwezimali ngokuqapha nokugxila kwamasu, okuthonywa ukungaqiniseki kwemakethe kanye nezinselelo zokulawula. Lezi zinguquko zilungisa kabusha umkhakha wezobuchwepheshe, zithinta amasu okukhula kwabaqalayo futhi zikhuthaze izindlela ezintsha zokusungula izinto ezintsha nokuncintisana.

    Umongo wokuqinisa ukuqalisa kwe-AI

    Ama-Tech giants abheke kaningi ekuqalisweni kwemibono emisha, ngokuya ngezinhlelo ze-AI. Ngawo-2010s, izinkampani ezinkulu zezobuchwepheshe zaqhubeka zithola ukuqalisa ngemibono noma imiqondo emisha. Kodwa-ke, ngenkathi abanye ochwepheshe ekuqaleni babecabanga ukuthi ukuhlanganiswa kokuqalisa kwase kusondele, kubonakala sengathi iBig Tech ayisenantshisekelo.

    Umkhakha we-AI ubone ukukhula okukhulu kusukela ngo-2010. I-Alexa yase-Amazon, i-Siri ye-Apple, Umsizi we-Google, kanye ne-Microsoft Cortana zonke zibe nempumelelo enkulu. Nokho, le nqubekelaphambili yemakethe ayibangelwa yilezi zinkampani zodwa. Kube nokuncintisana kwe-cutthroat phakathi kwezinkampani, okuholela ekuthengeni okuningi kwamaqalo amancane embonini. Phakathi kuka-2010 no-2019, kube nokutholwa okungenani okungu-635 kwe-AI, ngokusho kwenkundla yezobunhloli bemakethe i-CB Insights. Lokhu kuthengwa nakho kukhuphuke izikhathi eziyisithupha kusukela ngo-2013 kuya ku-2018, okuthengiwe ngo-2018 kufinyelele ukunyuka kwamaphesenti angama-38. 

    Kodwa-ke, ngoJulayi 2023, i-Crunchbase yabona ukuthi u-2023 wayesethubeni lokuba nenani elincane kakhulu lokutholwa kokuqala yi-Big Five (i-Apple, i-Microsoft, i-Google, i-Amazon, ne-Nvidia). I-Big Five ayidalulanga noma yikuphi ukutholwa okukhulu kwezigidigidi eziningi, naphezu kokuba nezimali ezigciniwe ezinkulu kanye nezimali zemakethe ezingaphezu kuka-USD $1 trillion. Lokhu kuntuleka kokutholwa kwenani eliphezulu kuphakamisa ukuthi ukwanda kokuhlolwa kwe-antitrust kanye nezinselelo zokulawula kungaba yizici ezinkulu ezithiya lezi zinkampani ekulandeleni amadili anjalo.

    Umthelela ophazamisayo

    Ukwehla kokuhlanganiswa nokutholwayo, ikakhulukazi okubandakanya amafemu axhaswe yimali emabhizinisini, kusho isikhathi sokuphola kulokho obekuyimakethe esebenza kakhulu phambilini. Nakuba ukulinganisa okuphansi kungase kwenze ukuqalisa kubonakale njengokutholwayo okukhangayo, abathengi abangaba khona, okuhlanganisa ne-Big Four, babonisa isithakazelo esincane, okungenzeka ngenxa yokungaqiniseki kwemakethe kanye nokushintsha kwesimo somnotho. Ngokuka-Ernst & Young, ukwehluleka kwamabhange kanye nesimo somnotho esintekenteke ngokuvamile sibeka isithunzi phezu kokutshalwa kwezimali kwebhizinisi kwango-2023, okubangela onxiwankulu abamabhizinisi kanye nabaqalayo ukuthi bahlole kabusha amasu abo.

    Imithelela yalo mkhuba inhlobonhlobo. Ekuqaleni, inzalo encishisiwe evela ezinkampanini ezinkulu zobuchwepheshe ingasho amathuba ambalwa okuphuma, okungenzeka kube nomthelela woxhaso lwazo kanye namasu okukhula. Kungase kukhuthaze abasafufusa ukuthi bagxile kakhulu kumamodeli ebhizinisi esimeme kunokuthembela ekuthengeni njengesu lokuphuma.

    Emkhakheni wezobuchwepheshe, lokhu kuthambekela kungaholela endaweni enokuncintisana kakhulu, njengoba izinkampani zingase zidinge ukutshala imali eningi ekusunguleni nasekuthuthukisweni kwangaphakathi kunokunwebeka ngokutholwa. Ukwengeza, lokhu kungase kubonise ukushintsha ekugxileni ekutholeni izinkampani ezihweba esidlangalaleni, njengoba kuboniswa imisebenzi yakamuva yalezi ziqhwaga zobuchwepheshe. Leli su lingase limise kabusha ukuguquguquka kwemakethe yobuchwepheshe, libe nomthelela kumathrendi esikhathi esizayo ekusungulweni okusha kanye nokuncintisana kwezimakethe.

    Imithelela yokunciphisa ukuhlanganiswa kokuqalisa kwe-AI

    Imithelela ebanzi yokuncipha kokutholwa kokuqala kwe-AI kanye ne-M&As ingase ihlanganise: 

    • Amafemu eBig Tech agxile ekuthuthukiseni amalebhu azo ocwaningo e-AI angaphakathi, okusho ukuthi mancane amathuba okuthola imali yokuqala.
    • I-Big Tech iqhudelana ngokuthenga kuphela iziqalo ezintsha nezisunguliwe, nakuba amadili angase ehle kancane kancane ngo-2025.
    • Ukwehla kwenani lokuqalisa kwe-M&A okuholela kuma-fintechs amaningi agxile ekukhuleni nasekuthuthukisweni kwenhlangano.
    • Ubunzima bezomnotho obuwubhubhane lwe-COVID-19 obucindezela abaqalayo ukuthi bazithengisele i-Big Tech ukuze baphile futhi bagcine abasebenzi babo.
    • Ezinye iziqalo ezivalayo noma ezihlanganiswayo njengoba zizabalaza ukuthola uxhaso lwezezimali kanye nenkunzi entsha.
    • Ukukhushulwa kokucutshungulwa kukahulumeni kanye nokulawulwa kokuhlanganiswa nokutholwa kwe-Big Tech, okuholela esimeni sokunquma esiqinile sokuhlola sokugunyaza amadili anjalo.
    • Iziqalo ezisafufusa eziphendukela kumamodeli agxile kusevisi, zihlinzeka ngezixazululo ze-AI zezinselelo ezithile zemboni, zigwema ukuncintisana okuqondile neBig Tech.
    • Amanyuvesi nezikhungo zocwaningo ezithola ukuvelela njengama-incubator ayisisekelo e-AI emisha, okuholela ekwandeni kobambiswano phakathi komphakathi nezinkampani ezizimele ukuze kuthuthukiswe ubuchwepheshe.

    Imibuzo okufanele icatshangelwe

    • Yiziphi ezinye izinzuzo ezingaba khona kanye nokubi kokuhlanganisa ukuqalisa?
    • Ukwehliswa kokuhlanganiswa kokuqaliswa kungathinta kanjani ukuhlukahluka kwezimakethe?

    Izinkomba zokuqonda

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