Showing posts with label LKminiblog. Show all posts
Showing posts with label LKminiblog. Show all posts

Tuesday, 29 January 2019

'Chip War' in search of AI Supremacy!

Ever wondered why we need GPUs or AI accelerators for optimal performance of AI Applications? Ever wondered why a field that existed since the the dawn of twentieth century is only now burgeoning with breakthroughs? 

As Kaplan and Haenlein puts it, "AI is a system’s ability to correctly interpret external data, to learn from such data, and to use those learnings to achieve specific goals and tasks through flexible adaptation”.

Artificial intelligence applications that mimics cognitive functions involves deep neural networks, machine vision, sensor technologies, and machine learning techniques that depends on multi core designs, low precision arithmetics and in memory computing capabilities to work well in both cloud and the edge.

In fields like robotics, autonomous vehicles, drones, decease diagnosis, speech recognition, object or face recognition, capability to vastly expand AI calculations by embracing massively parallel processing power, means near real-time learning, energy efficiency and optimal performance. This is why AI applications requires AI accelerators in  its infrastructure design to support various types of computing based on the use cases for sustaining performance during training and inferences.

AI Accelerators

Researchers in scientific fields were probably the first to discover, experiment and adopt GPUs for accelerating AI applications, almost 2 decades ago.  Since then, a 'Chip War' has slowly formed along with other technological developments and is now reaching its peak, among cloud companies, Internet giants, chip makers and startups searching for supersonic growth, especially in the fields of artificial intelligence, machine learning and deep learning. 

Apart from GPUs (graphics processing unit), other types of microprocessors available in the market currently are FPGA (field programmable gate array), ASIC (application specific integrated circuits), in memory architecture and heterogenous computing. As of today, there is no dominant design that underpins all AI architectures, but NVDIA do seems to command some leadership here while others such as Intel, AMD, WAVE Computing, UK's Graphcore and Israel's Habana Labs  are all beginning to ship viable products. 

Chinese players...

China has been investing aggressively to produce indigenous AI chips to wean from dependence on US based producers, with ongoing researches underway by major tech corporations, such as Baidu, Alibaba, Tencent and Huawei, apart from government initiatives. 

Huawei released several products last year, claiming to be faster than NVDIA with ready adopters in datacenters globally. Another startup called Cambricon released products and is aiming for 30% marketshare in China, setting off the Chinese AI chip industry. One other company worth mentioning here and quite notably working on a customised AI chip is China's leading facial recognition system provider, Sensetime, which is planning to build another three or four supercomputers to process data feeds for facial recognition from millions of cameras nation-wide.

The AI chip leadership momentum will only continue to intensify in 2019....

Intel, Nvidia, AMD and Qualcomm are not the only one competing to produce an omni product that can infiltrate into gadgets, computers, machines and robots. There are others such as IBM, Amazon, Apple, Facebook, Google, Microsoft, Tesla and many more in the Deep Learning space, all making attempts at the design and potentially a universally accepted standard and product.

Facebook recently sent a strong signal by hiring Google's Head of Chip Development, that the social networking firm is serious about building its own semiconductors, joining the likes of Apple, Google, and Amazon.

Cerebras Systems, a startup still in stealth mode hired a top Intel executive, Dhiraj Mallick as its Vice President of Engineering and Business Development. Mallick served as the VP of architecture and CTO of Intel’s data center group prior to this.

What to expect...?

For now, the market for deep learning chips is overwhelmingly dominated by Nvdia graphics processors (or GPUs), which have also been widely used in games and other graphically-intensive applications.

Startups looking to attack this space, has the opportunity to beat the big chipmakers and create a new generation of hardware that will be omnipresent among any AI devices. Think autonomous vehicle, robotics, drones or even a server within a healthcare organization training models for medical problems.

As new products from companies such as WAWE, Huawei, Cambricon, Graphcore and Habana enters datacenters and selected enterprises this year, we might see a flow of special purpose devices being released into the market for AI and deep learning.

AI chip innovation will also aid researchers to make further breakthroughs in various fileds such as Computer Vision, Conversational AI, Natural Language Processing, Reinforcement Learning, Transfer Learning, and General AI. Eventually some businesses and governments from buyer nations, may start to take advantage of the available AI chip offerings and form their own discreet AI clouds for a variety of high profile projects across the organisation for deeper business differentiation and operational excellence as models train faster and learn in realtime.

Monday, 14 January 2019

Should Government Regulate Ride-Hailing?

#LKminiblog - Should Government Regulate Ride-Hailing?

Indonesia is planning to regulate ride-hailing rates, amid pressure and protest from driver groups. Both Grab and Go Jek depended on low price offers to passengers in the past for initial growth and expansion, but prices have always surged as business matures. Plus, the ride hailing firms subsidises drivers during discount campaigns. 

Low price is just an entry strategy....

The low price was just an opportunistic route to break into new grounds and get customers accustomed to a new alternative. Over time, reliable and consistent service quality became the foundation to sustaining the massive success of these unicorns. 

Ride-hailing businesses run on leading edge technologies, not an easy feat to replicate...

Unlike traditional transportation service providers, ride-hailing companies built their business capabilities by adopting various leading edge technologies (AI, ML, DL, Augmented Reality, Mobile app, bigdata and IOT) for operational automation, service delivery, prediction and planning. User data is collected through mobile app and harnessed to innovate faster, improve services and maximise values to the whole business eco system. 

A well functioning alternative service to riders.....

The arrival of ride-hailing companies in Southeast Asia were welcomed, as for once passengers had a choice to abandon conventional transportation service providers, that mistreated clients for decades (all of which were regulated businesses). Since the arrival of ride-hailing companies, more passengers comfortably leave their vehicles at home and use the ride-hailing services. After all, passengers can easily book a ride via their mobile app and get served within 7 to 10 minutes, as opposed to the old call booking system where getting through is extremely difficult.

The solution to driver economics problem is dynamic in nature...

Question is, why would we need government intervention to solve a problem already resolved? Secondly, there are two methods to solve this driver economics issue - one by increasing passenger prices, the other is by streamlining the large number of drivers according to current demand. Both are dynamic elements and neither strategies can be executed by the government efficiently without realtime data, reliable predictive capabilities and the backing of a credible data science team.

Let's not get politics in the way of good business....

Finally, driver groups involved in protests may carry other hidden agendas (speculative but that's the popular trend) than just preserving their economic interests. Government intervention here might end up protecting business interest of politically linked individuals or groups that destroyed service quality, encouraged business monopoly without competition and frustrated consumers in the past.

Monday, 7 January 2019

Are Superapps Draining our Money Pots?

#LKminiblog - Are Superapps Draining our Money Pots?

Superapps and ecommerce startups snatched a big chunk of startup funding for Southeast Asia last year, especially those endorsed or lead by Softbank and BAT (Baidu, Ali, Tencent). 

Capturing the sizable Southeast Asian consumer market...

In 2017/2018, investors were particularly focused on startups with standardised platforms to engage with Southeast Asian consumers mainly via mobile devices. This trend is expected to continue this year, but with more coverage areas by ride hailing companies and new value added services including to businesses.

The 10 or so well backed Unicorns will continue to grow and prosper...

Plenty of capital reserve will enable companies like Grab, Go-Jek, Zalo, Bukalapak, Tokopedia, Lazada, Shoppee and others to continue improving their applications, interfaces, technology stack, talent pool and market reach. These startups can become a critical gateway to new eco systems in health, retail, and finance, not reachable by conventional businesses.

What about the B2B tech startups?

However, this strategic focus by major investors certainly affected tech startups on the B2B segment, especially those developing and innovating vertical solutions. Most investors, including regional financiers, simply followed the footsteps of larger investors with their bets in the past years. This drained the money pot and left thousands of B2B folks to battle it out for the leftovers.

Driving the change we want...!

Hopefully investor tone will change this year with promising startups emerging for applied AI and AR in various sectors, fintech that blends several techs, healthcare innovation and smart city solutions. 

As for regional and corporate MNC investors, the former will continue to invest opportunistically or for nationalistic reasons and the later will align investment to scale the size of the community on their platform. The rigour of activities here will depend heavily on economic growth and the entrepreneurial community.

In the end, the challenge for Southeast Asian B2B startups in 2019 remains the same as the previous years. Changing the perception of stakeholders and our entrepreneurial community to break the heuristics that we are incapable of creating scalable world class solutions.  Instead, we should be driving harder for excellence, up skilling, team building, task completion, coaching and envision business solutions fitting for global markets and scale. 

Are we up for it?