Tesla's FSD And OpenAI's O3 Model Signal 'Year Zero Of The AI Era,' Says Analyst Pierre Ferragu
Tesla's FSD And OpenAI's O3 Model Signal 'Year Zero Of The AI Era,' Says Analyst Pierre Ferragu
"This is not merely incremental improvement, but a genuine breakthrough, marking a qualitative shift in AI capabilities," says New Street Research analyst Pierre Ferragu predicts 2025 will mark the beginning of a new artificial intelligence era, citing breakthrough developments in Tesla Inc.'s (NASDAQ:TSLA) Full Self-Driving technology and OpenAI's latest O3 model.
New Street Research 分析师皮埃尔·费拉古预测2025年将标志着一个新的人工智能时代的开始，并指出特斯拉公司（纳斯达克：TSLA）的全自动驾驶技术和OpenAI最新的O3模型取得了突破性进展。
What Happened: In a detailed research note, Ferragu emphasizes the remarkable performance of OpenAI's O3 model on the Advanced Reasoning Corpus – Artificial General Intelligence benchmark, a testing framework that assesses the reasoning and problem-solving abilities of AI systems.
发生了什么：在一份详细的研究报告中，费拉古强调了OpenAI的O3模型在爱文思控股——人工通用智能基准测试中卓越的表现，该测试框架评估人工智能系统的推理和解决问题的能力。
The model achieved an impressive 87.5% score, nearing human-level capabilities and marking a substantial improvement over previous AI models, which typically scored below 10%.
该模型获得了令人印象深刻的87.5%的分数，接近人类水平的能力，并且相比于以前的人工智能模型有了显著提升，后者通常得分低于10%。
"This is not merely incremental improvement, but a genuine breakthrough, marking a qualitative shift in AI capabilities," says François Chollet, founder of the ARC-AGI foundation, as quoted in the research report.
"这不仅仅是渐进式的改进，而是真正的突破，标志着人工智能能力的质的飞跃，"ARC-AGI基金会创始人弗朗索瓦·肖莱特在研究报告中如是说。
The O3 model, set for release in January, demonstrates remarkable improvements across multiple benchmarks. It achieved a 71.7% accuracy in software engineering tasks, matching human professional performance, and scored 2,727 Elo in competitive coding, surpassing many expert programmers.
O3模型定于1月发布，在多个基准测试中展示了显著的改进。它在软件工程任务中获得了71.7%的准确率，达到了人类专业人士的表现，并在竞技编程中取得了2727 Elo的分数，超越了许多专家程序员。
"Between FSD v13.2.2 driving me around with literally no intervention and o3 scoring 88% at ARC-AGI, I do believe the inflection is now. 2025 will be year zero of the AI era," Ferragu wrote on X.
"在FSD v13.2.2对我进行完全无干预的驾驶以及o3在ARC-AGI上获得88%的分数之间，我确实相信拐点就在现在。2025年将是人工智能时代的零年，"费拉古在X上写道。
Between FSD v13.2.2 driving me around with literally no intervention and o3 scoring 88% at ARC-AGI, I do believe the inflection is now. 2025 will be year zero of the AI era. For more detailed thoughts, check the link in the next post. pic.twitter.com/b2UTWi29pz
— Pierre Ferragu (@p_ferragu) December 30, 2024
在FSD v13.2.2对我进行完全无干预的驾驶以及o3在ARC-AGI上获得88%的分数之间，我确实相信拐点就在现在。2025年将是人工智能时代的零年。有关更详细的想法，请查看下一个发帖中的链接。 pic.twitter.com/b2UTWi29pz
— 皮埃尔·费拉古 (@p_ferragu) 2024年12月30日
Why It Matters: However, these advances come with substantial computational costs. The high-performance version of O3 requires approximately 2,000 times more computing power than its predecessor, with a single AGI task costing about $3,500 to process.
为什么这很重要：然而，这些进展伴随着巨大的计算成本。 O3的高性能版本需要的计算能力大约是其前身的2000倍，处理单个AGI任务的成本约为3500美元。
Ferragu suggests this breakthrough has significant implications for AI infrastructure providers. "We likely are still only at the very beginning of the growth curve for AI infrastructure and its supply chain," he notes, indicating potential investment opportunities in the sector.
Ferragu指出，这一突破对人工智能基础设施提供商具有重要意义。"我们可能仍然只是人工智能基础设施及其供应链增长曲线的最开始阶段，"他表示，这表明在该板块潜在的投资机会。
While O3 represents a major step toward Artificial General Intelligence, Ferragu clarifies it hasn't achieved full AGI status yet. The model is expected to face challenges with next-generation tests, where estimates suggest it may not exceed 25% accuracy.
虽然O3代表了朝着人工智能的重大进展，Ferragu澄清它尚未完全实现AGI状态。预计该模型将在下一代测试中面临挑战，估计其准确率可能不会超过25%。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。
