Microsoft Bing officially provides a full version of AI service; pay attention to the ecological change of search engines + browsers!

Today, the new version of Bing launched a complete understanding of AI services on the Edge browser, including GPT-4 and DALL·E. New Bing cancels the waiting list and directly provides Bing Chat service. Bing Chat offers three conversation modes: Creative, Balanced, and Accurate. In addition, the Bing image generation tool, which previously only supported English, will support more than 100 languages, including Chinese, and continue to explore the multimodal search function on Bing. The plug-in system once opened on ChatGPT, will also be launched on Bing, making Bing a truly one-stop demand-solving platform.

With the active promotion of Microsoft and OpenAI, the overseas search engine ecology is changing. Bing's integration of AI services and plug-in functions this time marks that the focus of the large-scale model competition has substantially shifted to the application level. As we have emphasized before, search, as the core application scenario of AI+, will quickly land globally. The new version of Bing realizes the unique search engine function by combining the Edge browser, GPT-4, and DALL·E. It plans to gradually improve the Copilot function by opening the plug-in system and upgrading the extensive model capability. We expect that the field of AI+ search still has enormous commercial potential. With the accelerated landing of domestic large-scale models, the changes on the application side of search engines will continue to exceed expectations. Companies related to search engines, browsers, and office tool application scenarios will continue to benefit. Large models and AI will become the key to driving the inflection point of the company's product utility. Therefore, we reiterate that the biggest bull market this year will revolve around the landing of application scenarios.