AI and Web3 Investor IN. Capital on China's AI Development

The transcript discusses the Ernie Bot presentation, highlighting its lack of innovation and market reactions. It compares China's AI development with ChatGPT, noting the absence of large models. Challenges in Chinese AI innovation, such as business models and censorship, are explored. The potential of generative AI, particularly Microsoft's integration into its Office suite, is discussed. Finally, investment strategies in AI and Web 3 are examined, focusing on application layers and infrastructure.

In what ways does the speaker suggest that China's market is different from the US market?

What are the expected applications of generative AI in the coming years?

What challenges do investors face in the generative AI market as described?