The era of AI cataclysmic change begins. Is there anything Korea or startups can

The era of AI cataclysmic change begins. Is there anything Korea or startups can do in the era of ultra-large AI? #2

Last #1 writing: It's really, very, very difficult for a South Korean company to win the global market in the cutting edge core of AI. (Link commented)

So, is it possible for a Korean company to defend the Korean market in the cutting-edge core of artificial intelligence?

Korea has a history of success in defending the software market. In the desktop era, there were Hangul and V3 below, in the Internet era, there were Naver and Cyworld, and in the mobile era, there were Kakao and Toss.

What about in the age of artificial intelligence?

The reason for the success of defense in the past, as well as quite good technology, was supported, but it was possible because there were unusual barriers such as Korean language and Korean culture that were not easy for foreign companies to overcome.

In the era of artificial intelligence, Korean is unlikely to be a barrier. Artificial intelligence will speak not only Korean but also languages around the world very well. The role of Koreans or developers who speak Korean well in speaking Korean is not significant. Rather, Korean data is more important, and Google and Microsoft also have a lot of Korean data (not technology investment), and it may be possible to have more through capital investment in the future.

Then what's left except for Korean is the barrier of Korean culture... I'm not sure about this.

If the technology gap is too large, it could break cultural barriers. Korea is unlikely to lag behind in technology to that extent, with a technology gap of more than three years, for example. In the software world, especially in the field of software with a short industrial history and widespread open-source culture, such as artificial intelligence, it is hard to imagine a technology gap of more than three years. For example, three years ago in LLM right now, the world's best would be about GPT-3, which any Korean company can make now.

I can imagine what if artificial intelligence learns Korean culture well, but by that time, it is already AGI... In fact, it can be said that the time has come when all these discussions are overshadowed. And, if it's a separate topic, I believe that AGI will arrive in about 10 years. If you think about it that way, all of these worries are concerns with the premise that they will be within 10 years anyway.

Yo-eun, due to the barrier of Korean culture (until AGI comes), there is some possibility that Korean companies will once again succeed in defending the state-of-the-art core artificial intelligence market.



[ARK vs. American Semiconductor]
# Inflation-related falls vs. inflation-damaged growth stocks

The previous day, the U.S. stock market moved to increase resistance to rising oil prices. However, it showed volatility in the course of oil prices, indicating that it will take some time to become resistant.

When raw materials become stable, the rebound of the market showed that a fall and a rebound of large growth stocks will occur. There are two categories of fall and large growth stocks here. One is not related to inflation, and the other is to avoid inflation. If ARK represents the former, I think semiconductors represent the latter.

ARK started falling in February last year. It's back to pre-COVID prices. The highest-low drop rate is -64.8%, and YTD is -40.6%. If you look at the components, except for Tesla, which is ranked first, most of them are not related to inflation. They're just expensive and have big future cash flows, which have been a bug in the interest rate hike.

ARK rebounded after six trading days. Its day low was -3.15%, its high was +5.44% and its day-to-day fluctuation was 8.6%.

The Philadelphia Semiconductor Index started falling in January this year. The highest-low decline was -24.4%. Broadcom, AMD, Qualcomm, Nvidia, Intel, and Micron are in the order of components, and the top 10 stocks account for 60.8%. Semiconductor stocks are characterized by a large drop right after the Ukraine crisis.

The Philadelphia Semiconductor Index rebounded after four trading days. The day's low was -0.97%, the high was +5.64%, and the day's fluctuation was 6.6%.

We should consider that the domestic stock market, like the Hint shown by the U.S. stock market, could see two falls and a rebound in large growth stocks when the Ukraine crisis is resolved or raw materials are stabilized. Compared to the horizontal guarantee during the Bitcoin recession
It's showing a very good rally situation, but always
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