Martin Casado and Matt Bornstein, Taming the Tail: Adventures in Improving AI Economics, a16z.com, August 12, 2020.
9/07/2020
The New Business of AI (and How It’s Different From Traditional Software)
Martin Casado and Matt Bornstein, The New Business of AI (and How It’s Different From Traditional Software), a16z.com, February 16, 2020.
We are huge believers in the power of AI to transform business: We’ve put our money behind that thesis, and we will continue to invest heavily in both applied AI companies and AI infrastructure. However, we have noticed in many cases that AI companies simply don’t have the same economic construction as software businesses. At times, they can even look more like traditional services companies. In particular, many AI companies have:
- Lower gross margins due to heavy cloud infrastructure usage and ongoing human support;
- Scaling challenges due to the thorny problem of edge cases;
- Weaker defensive moats due to the commoditization of AI models and challenges with data network effects....
Building, scaling, and defending great AI companies – practical advice for founders
- Eliminate model complexity as much as possible.
- Choose problem domains carefully – and often narrowly – to reduce data complexity.
- Plan for high variable costs.
- Embrace services.
- Plan for change in the tech stack.
- Build defensibility the old-fashioned way.
9/04/2020
9/03/2020
9/01/2020
英業達使用 5G 讓 AI 取代人眼審查
王郁倫，光學檢測聰明10倍！直擊英業達伺服器基地，5G如何讓AI取代人眼審查？，數位時代，2020.08.28
2020年8月中，英業達架設起5G企業專網，利用上傳100Mbps及下載1Gbps的高速，串連生產車間上的AOI（自動光學檢測，Automated Optical Inspection）系統，不僅人力安排減少9成，產線直通率（FPY, First Pass Yield）更拉高至85％。...
差別在於，AOI 告別「單站」智慧，改採「集中」智慧。
AI在學習分辨產品瑕疵時，必須累積足夠多的掃描圖檔，才能精準判讀。5G導入前，每條產線AOI各別利用旁邊的電腦運算判斷，搜集的圖庫也只來自該產線；導入5G後，10條產線AOI，都直接把圖檔上傳雲端集中判斷，數據充足精準度自然提升。
英業達企業電腦事業群全球營運中心副總閻承隆解釋，因為Wi-Fi不穩定，過去智慧工廠每條產線自建AI學習，AOI掃描產品後的圖檔送到產線伺服器運算判別良劣，圖片不夠多精準度就低，要經過不斷學習，精準度才拉高到98％。
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