An analysis suggests that investment strategies need to be realigned from a conservative perspective, considering the current high interest rates and high oil prices as constants.
These companies are using the prevention of AI risks as a pretext for slowing down development, but critics suggest their real intention is to prevent latecomers from catching up and maintain market dominance.
This argument is interpreted as reflecting the complex relationship between the direction of AI technology development and the pursuit of commercial interests.
In less than a year, the market share of open-source models has rapidly increased to 70-80%, reversing the performance advantage previously held by closed models.
This is attributed to the high cost burden of closed models weakening their competitiveness, while open-source models grew rapidly based on accessibility and flexibility.
An analysis suggests that while it would be best for all to stop development, mutual agreement is difficult due to the suspicion that others will continue.
CEO Song stated, 'It would be great if we all trusted each other and stopped, but internally, I'll stop while thinking others will develop, and they'll develop thinking I'll stop. So, while stopping would be good, we'll all keep developing.'
This competitive environment may burden AI model development companies but is expected to create continuous demand opportunities for hardware suppliers like semiconductor companies.
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Senator Bernie Sanders, a left-leaning politician, and former President Trump's aides, who are right-leaning, are both voicing the need for AI model safety regulations.
CEO Song Jae-kyung said, 'Both are speaking with one voice about the need to regulate for AI model safety. This is happening like a national cooperation, so while the midterm election results are important, you should know that the possibility of regulation being definitively introduced due to this is increasing.'
The likelihood of AI regulation being introduced is increasing regardless of the midterm election results, which is expected to impose new compliance challenges on technology companies.
The Haruteen Vitamin Set maintaining a consumer price of 12,900 won is drawing attention. Mr. Myung Min-jun emphasized its price competitiveness, saying, 'It's 12,900 won, but honestly, it doesn't look like 12,900 won, does it?'
Maintaining a relatively low price despite using world-renowned soccer star Son Heung-min as a model is interpreted as an effort to find a balance between advertising costs and product pricing policy.
Oil prices are usually presented based on the nearest month contract, but Brent shows the November contract and WTI shows the October contract. Thus, viewing both indicators identically can be misleading.
The actual spot market's Dated Brent price is significantly higher than the futures price, even exceeding $130 last weekend, indicating intensified high oil price pressure.
He judged that the probability of scenarios expecting interest rate cuts or oil price drops is low.
Therefore, he added that maintaining a conservative investment perspective is important in an uncertain market environment.
CEO Song explained that he initially expected highly calculated political maneuvers until around April, but as time passed, he concluded that this was not the case.
Criticism has been raised, particularly regarding a misjudgment in the process of persuading Israeli Prime Minister Netanyahu, which is seen as further complicating the Middle East situation.
CEO Song Jae-kyung will not appear on broadcast this week and is scheduled to return next Monday.
Answers come from the transcript, with the exact spot cited.
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