人工智能与大学——学习大师能否掌握新知识？

www.bondcap.comForewordWelive in interesting times–during an extraordinary business / societal inflection of epic proportions.ChatGPT momentumand metrics (includingthetrifecta of users/ usage / monetization) are unprecedented.Theamount of investmentinand focusonArtificial Intelligence fromthe most valuable companies in the world isunparalleled, and other capital is also rushing in.These companiesare competing for the next generation of computing.Most are still ledby founders who have ahabit of being the displacers, not the displaced.And yet regulators (in America and Europe) are focused onreiningin Big Tech just when these companies are experiencing their biggest competitive threats in years / decades ANDwhen global state-driven competition is vicious.This isa critical time forindustry, government and higher educationto work together. We have the chance toleverage our advantages and augment freedom and democracy, not diminish them. This is the time to step back–to understand the global dynamics and risks at work–and to determine how we can best grow / use artificialintelligence for the good of our country and the world. We are in an intelligence arms race for hearts, minds, andpower.For the sake of democratic values, it’scrucialfor those whouphold these principles to leadnotlose.Actions taken in the next five years will be consequential. It’simportantfor higher education to take a leadershiprole, in combination with industry and government. The ramp in artificial intelligence–which leverages the history oflearning for learning–affects all forms of learning, teaching, understanding, and decision making. This should beOur first-pass observationson these topicsfollow. We begin with an overview, followed by thoughts on theunprecedented ramp in AI usage and the magnitudeof investment in AI from America’s leading global technologycompanies. Then we explore ways that this rapidly changing AI landscape may drive transformations in highereducation. We hope these add to the discussion.AI & Universities–Will Masters of Learning Master New Learnings?Mary MeekerAI is developing at an epic pace. America is the global leader, and our entrepreneurial and capitalist systemhas fostered that leadership.That advantage is the envy of the world, as evinced by the business world’s votingmechanism–public company market capitalization. Fourteen of the seventeen global companies that carry a valuegreater than $500B are headquartered in America, one is in Saudi Arabia (Aramco @ #6), one is in Taiwan (TSMC@ #8),and one is in Denmark (Novo Nordisk at #12). July1, 2024the best of times… 1 www.bondcap.comThe top five most highly valued global public companies are American technology companies–Microsoft,Apple, NVIDIA, Alphabet (Google), and Amazon. In spite of their already formidable size and influence, thesecompanies are fighting like crazy for leadership in AI as their core businesses come under assault from oneanother…and from global competitors (including state actors)…and from entrepreneurs few have heard of (yet).At the same time, domestic and geopolitical uncertainty make it critical to determine how we maximize thebenefits of AI and minimize the risks.The way we manage this megatrend will define what America looks like inthe decades to come. Business plays a key role here…as does government (in moderation)…as does highereducation.American institutions of higher learning have been bastions of technological progress…will that be thecase with AI?Rice University Chief Investment Officer Allison Thacker recentlyasked BOND partnerJay Simonsand meto share thoughts on AI–and its potential impact on universities. American universities emerged as theworld’s gold standard beginning in the 1950s. Owing in large part to theGI Bill,Vannevar Bush and the NSF, andspace race funding, many universities came to exemplify intellectual freedom, democracy, and the promise of theAmerican dream of achieving “success and prosperity through hard work, determination, and initiative” (OxfordEnglish Dictionary).Thanks to mobile phone supercomputers and information transparency, however, methods of learning andresearch (for all ages) have changed radically. Any learner with Internet access can get a master class on nearlyany topic–at a frequency / duration that suits their needs and in ways that significantly improve proficiency.Educational institutions are hard at work looking for the best ways to optimize for these changes.In the wake of ChatGPT and the AI explosion, we have likely reached a generational, fast and furiouschange across education.At their essence, AI and connected technology devices provide multimodalpersonalized output that can help users quickly get information and develop skills on their own terms. Tools thatprovide real-time feedback on engagement and skill development will continue to improve, enhancing the evolutionof pattern recognition. AI will increasingly take over many rudimentary tasks, and theways teachersteach,andtheirstudent