Recently, news of Luton Technologies attracting 25 billion won in investment has

1. Recently, news of Luton Technologies attracting 25 billion won in investment has become a hot topic in the IT industry. The investment included BRV Capital Management, a U.S.-based venture capital, Z Venture Capital, a VC affiliated with Japan's Line Yahu, and existing investors Capstone Partners and IBK Industrial Bank.

2. Founded in 2021, Luton has been growing very quickly over the past three years. As of June 2024, Luton had 3.7 million cumulative subscribers and 2.2 million monthly active users (MAUs).

3. However, despite these accomplishments, there are a number of questions about Luton in the IT industry. In this article, we have discussed the following four industry questions about Luton and his honest answers.

4. ① Without developing its own AI model, it relies entirely on other companies (Open AI, Antropic, etc.) to provide core services, which lacks technology and has weak business models. (source technology)

5. ② The search-enhanced generation (RAG) and Internet-browsing AI agent technologies that Rutton is developing cannot be seen as "high-tech" with high entry barriers. (Original Technology)

6. ③ Since the AI model curation function is a function that other companies can have sufficiently, the monopoly power of the service is weak and the competitiveness is insufficient. In particular, Naver's entry into the AI search market begins in earnest. (Service competitiveness)

7. ④ As the number of users increases and the number of uses increases, the fee paid to AI model developers also increases, making it difficult to make a profit due to the cost structure. (Cost Structure)

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