Artificial Intelligence and Robotics Getting More Human… · Artificial Intelligence and Robotics...
Transcript of Artificial Intelligence and Robotics Getting More Human… · Artificial Intelligence and Robotics...
Weekly Barometer 25 janvier 2012
Artificial Intelligence and Robotics – Getting More Human
July 2017
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Artificial Intelligence and Robotics Certificate
Investment Case
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➢ Thanks to increasing computing power and big data, artificial intelligence (AI) has been
expanding at a fast pace, with notably major advances in the fields of natural language processing
and computer vision
➢ In the long run, AI will combine software recreating the human thought process with mechatronic
devices able to replicate the five human senses
➢ AI finds many applications in data-rich industries (banking, advertising/marketing…) where it
can improve corporations’ efficiency through the collection, processing and analysis of data
➢ It is also expected to play a major role in the industrial world, where robotics adoption should
accelerate as the growing sophistication and falling costs of robots and increasing labor costs in
emerging markets make them an attractive ROI proposition
➢ The expected development of the Internet of Things could give another massive boost to AI
applications over coming years (smart cars, smart homes and smart factories)
AI and Robotics Certificate details
✓ Issuing bank: Natixis, Calculation agent: Natixis SA
✓ ISIN: XS1035525325
✓ Currency: USD
✓ Fees: 1.65% management fee + 15% performance fee, high water mark
✓ Bloomberg ticker: NXSRARTI
Artificial Intelligence and Robotics Certificate 3
Consumer
applications
Industrial
applications
Tech vendors
Artificial Intelligence and Robotics Certificate
From Automation To “Intelligence”
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Software Mechatronic Devicesrecreating the human thought process replicate the five human senses
Artificial Intelligence
➢ Artificial Intelligence is about computer systems doing what is usually performed by
the human intelligence
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The 3rd And Final Stage Of Technological Evolution
➢ After Tools and Machines, Automation comes as the 3rd step of technological evolution
Tools
✓ To perform specific tasks
✓ Man brings motion
Machines
✓ To motion tools
✓ Man brings control
AI
✓ The removal of human control
from the machine
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The History Of Artificial Intelligence
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Video Games Have Been A Field Of Experimentation For AI
➢ The relation between AI and video games is as strong as ever:
✓ AI technology adds realistic, intelligent behavior to the virtual creatures that populate a
game world
✓ Video games are a major area of experimentation for AI
➢ The central processing unit or CPU is the brain of the computer
➢ The graphics processor unit or GPU makes possible realistic graphics
➢ The combination of a CPU with a GPU can deliver the best value of system performance and power
Virtual Reality is the next evolution in gaming…
used by the Google DeepMind AI to win against the Go game
1,202 CPUs and 176 GPUs
➢ Game developers now have to come up with intelligent
digital environments
Artificial Intelligence and Robotics Certificate
➢ Increasing processing power
✓ Advanced processors are key to AI
development
✓ Computing power now at the level
of the mouse brain
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Big Data And Computing Power Are The Two Main Catalysts
➢ Increasing data
✓ Data (structured & unstructured) is mandatory
for training AI algorithms
✓ In 2020, digital data is expected to be 50
times bigger than in 2013 (source: IDC)
Source: The Times
Artificial Intelligence and Robotics Certificate
M&A Activity Picking Up
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Source: CBInsights
Artificial Intelligence and Robotics Certificate
Main Applications
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AI
Virtual Reality
Augmented Reality
Gaming
Learning
Internet of Things
Smart Home
Facility Management, Amazon Go
Smart meters
Robotics
Smart Cars
Industry
Farming
Knowledge Automation
CRM&
Marketing
Legal&
Finance
Scientific Research
&Biotech
Artificial Intelligence and Robotics Certificate
➢ AI applications are numerous in services businesses
✓ Companies get access to new revenue streams and/or better
efficiencies through tools helping them to:
✓ better price product and services, detect and prevent
fraud, predict future losses…
✓ track and analyze marketing campaigns, KPIs and
customer behavior to identify marketing opportunities
✓ define, measure, and manage risk (credit scoring…)
✓ automate back-office functions
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➢ AI-as-a-service is a major catalyst
✓ Cloud-industry leaders like Amazon or Microsoft
already provide AI-as-a-service
✓ making access to AI affordable to most
companies
A Key Driver Of Productivity In The Services Business
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➢ Collaborative robots have a compelling ROI proposition:
✓ $30-40k on average vs. $50-250k (+ high integration costs) for traditional industrial
robots
✓ they can work 24/7, never call in sick, never go on strike…
➢ Current generations of robots are easier to program and come with features such as
vision and touch technologies
➢ Collaborative robots can work alongside humans without a safety cage, meaning they
can easily be deployed within a factory
➢ It’s important to keep in mind that a robot is a combination of:
✓ steel, servo-motors, sensors, tools to perform tasks (such as cutting lasers and
other equipment) and “intelligence” (OS, computing power, machine vision…)
➢ In our view, most of the value lies in the software and computing power
Robotics And Automation: AI Applied To The Industry
Artificial Intelligence and Robotics Certificate
➢ In a 2013 study, McKinsey estimated the annual positive impact of AI-related technologies on
global GDP ($ 80 Tn) in the range of 6.5%-8.3% by 2025
AI could double economic growth over the next 20 years in 12 developed economies (Accenture)
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A Potentially Huge Economic Impact
5.2-6.7
2.7-6.2
1.7-4.5
0.2-1.9
Automation Of
Knowledge Work
The Internet Of Things
Advanced Robotics
Autonomous and
Near Autonomous
vehicles
Size in 2025, $ trillion
Artificial Intelligence and Robotics Certificate
The Ultimate Goal For AI Scientists
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➢ We believe this won’t be possible… until quantum computing becomes truly available
➢ Quantum computation refers to encoding information as 0s, 1s or both simultaneously, unlike
conventional digital computers where information is encoded by 0s and 1s
➢ Thanks to quantum computing:
✓ the power at which information can be manipulated
and combined is gargantuan
✓ it becomes possible to work on billions of variables at
the same time
➢ While we’re still not there, we are moving fast as shown on the
picture (Quantum computer at Google labs in 2016)
✓ quantum computing to be available at worst in 20 years, at best in ten years
Artificial General Intelligence or AGI (Strong AI) Artificial Superintelligence (ASI)
A machine performing any tasks (including thinking and
understanding) a human being would do
An AI system substantially beyond human intelligence
by handling and taking as much information as possible
into account
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➢ Sensors
➢ Social Media
➢ E-Commerce
➢ Positioning systems
➢ Cloud
➢ Internet of Things
How to play AI and Robotics? – Technology providers (data collection)
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➢ Computing Power ➢ Data analytics
➢ Data Indexing
How to play AI and Robotics?– Technology providers (data processors)
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➢ Autonomous Vehicles ➢ Home robots
➢ Gaming & Virtual Reality➢ Personalized medicine
How to play AI and Robotics? – Consumer applications
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How to play AI and Robotics? – Industrial applications
➢ Industrial robots
➢ Automation
➢ Machine vision
➢ Cutting lasers and
other tools
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