Vous êtes sur la page 1sur 41

Agenda

• Global environment
• PESTEL analysis
• Scenario analysis

• Development of AI technology • AI business case study

• AI market analysis • Reference lists

• AI landscape
• Global
• Vietnam
Global environment
PESTEL analysis
Global environment | PESTEL analysis
AI becomes the race at national level with key cities Vietnam government will highly invest in AI and the country’s
positioning as AI hub and involve governments’ strategy. early phase for AI investment offer great opportunities for
pioneers.

What’s happening on the world. In Vietnam, with the advantages of the latecomers but also with many
barriers paint a challenging but promising path for AI development.
The development of technical from hardware infrastructure, increasing
amount of digital data and open source sharing algorithms drive the trend of Technically, Vietnam is one of a technical outsourcing source of the world
AI. US and China is the top two countries with the most AI patterns fill and and we can approach global infrastructures. Domestically, we have big
heavy investment by the governments. corporate having resource and ability to build up infrastructure. However,
one critical issue is that VN lack of data.
On political side, considering the growing impact of AI on social and
economic development, many governments have released favorable policies On political side, Vietnam government strategy is to focus on AI and try to
to include AI into national strategies. So far, state-level AI policies have been create the environment for AI to thrill, however its just at the 1 st phase and
issued in many countries and regions including the US, China and the we have to wait to see its impact.
European Union.
Economically, we are at the very first stage of applying AI to business with
Economically, many research showed that AI will boost the country’s gross some big corporations starting to invest heavily on AI and highly educated
value added as well as significant improve labor productivity. At industry and oversee Vietnamese come back and open AI start-ups. The cheap labor is
enterprise level, many focus on fully digital and AI transition to disrupt the a barrier since the investment cost for AI for domestic companies even
industry. higher than cost for human labor at some sectors.

In ecological term, developed countries focus on positioning their cities to In ecological term, top domestic universities had just opened AI major, and
become AI hub and supporting AI development by boosting 5 core key we are on the path to build up AI hubs due to government plan.
elements universities, start ups, big corporations, government and multi
stakeholder partnership. Vietnam legal system poise a big thread to businesses due to its unclear
and behind the time regulations and red tape.
Legal is needed to keep a close eyes due to data securities and personal
privacy as a global phenomenon. Looking at social cultural side, Vietnam and its culture of not challenging
status quos and encouraging changing can easily slow down the rate of AI
Top AI developed countries have a very open culture and welcome do thing development.
in a new way.
Global environment | PESTEL analysis | Technology
The broader field of technology development have a huge interrelationship with the adoption of AI, making it more accessible on
one hand and driving the need to use AI on the other hand

Cloud IoT &


computing Big data APIs Standardization Open source

With cloud ‘Analytics as a Right now, 80% of all company APIs do not need to be IoT and standardization in IoT Open Source: TensorFlow is
Service’ (AaaS) offerings, data is unstructured and used as standalone is still in development. As an open source machine
organizations can experiment increases much faster in size services. They can serve as more and more devices are learning library with many
with AI and begin to build than its structured counterpart. building blocks for connected, standardization of different algorithms and
intelligent applications without In recent years, technology has combined intelligent data flows, -formats and - frameworks. Open source
harness existing IT become widely available to applications. services is needed, so that training sets are available
infrastructure. capture, store and process that these devices can interact these days which allow for
data. properly. loading Intelligence directly
Players: AI cloud services such into your AI application.
as Amazon AWS AI, Microsoft Therefore, many companies
Cortana, IBM Bluemix/Watson, have invested in building “Data
Google Cloud Machine Learning Lake” platforms manage their Big
and HPE Haven On Demand. Data.
5
Global environment | PESTEL analysis | Technology
The 3 core driving factors: infrastructure + the development of machine learning algorithms + the rise data of data
Global environment | PESTEL analysis | Economy
Now AI has entered a new stage to become fully commercialized, exerting different impacts on players of traditional industries
and driving changes in the ecosystems of these industries.

First is enterprise change: AI is engaged in the Second is industry change: The last is labor change: The application
management and production processes of the The change brought by AI would drive of new technologies such as AI is enhancing
enterprise, with a trend of being increasingly fundamental changes in the relationship of the efficiency of information use and
commercialized, and some enterprises have realized upstream and downstream sectors on the reducing the number of employees. In
relatively mature intelligent applications. These traditional industry chain. The engagement of AI addition, the wider use of robots would also
enterprises have been able to collect and make use has expanded the types of upstream products replace labors in repetitive tasks and
of user information from multiple dimensions via providers, and users may also shift from increase the percentage of technological and
various technological means and provide consumers individual consumers to enterprise consumers, management personnel, bringing changes in
with pertinent products and services, at the same or both, due to the change of product features. the labor structures of enterprises.
time satisfy their potential needs through insights into
development trends gained via data optimization.
Global environment | PESTEL analysis | Economy

AI revenues expected to grow with a CAGR1 of 45% AI expected to have a big impact on GVA growth rates
A study by Accenture and Frontier Economics expects a big impact of AI on a
countries gross value added (GVA). They estimate the annual GVA growth rates
in 2035 in a baseline state with current assumptions on expected economic
growth and a AI steady state, assuming Artificial Intelligence being integrated
into economic processes.
Global environment | PESTEL analysis | Economy

AI has the potential to increase labor productivity AI can boost industry output by US$4 trillion in
manufacturing
According to Accenture and Frontier Economics also estimate that AI Estimating that AI can substantially raise economic output for industries.
has the potential to increase labor productivities in countries. The For Manufacturing alone, AI can boost GVA1 by almost US$4 trillion in
impact ranges depending on the country from 11 percentage points 2035
increase in Spain to 37 percentage points in Spain.
Global environment | PESTEL analysis | Political + legal
Many governments have released favorable policies to include AI into national strategies. So far, state-level AI policies have
been issued in many countries and regions, highlighting the US, China and the European Union.

2019 The Ministry of Planning and Investment also


supports capital for AI through domestic and
national investment funds, plans to establish a
Global Fund, connects 18 international and
domestic investment funds and commits to
invest 425 million. USD for Vietnamese startups
in the next 3 years

The Ministry of Planning and Investment is


assigned to develop a project to establish a
National Innovation Center which is expected to
start construction in Hoa Lac Hi-Tech Park.

The Government in March 2018 has set the task


2018 of researching, assessing the impact and
building a National Strategy on Industry 4.0.

The 4th Industrial Revolution (Industry 4.0) has


2017 identified AI technology as one of the
breakthrough and spearhead technologies of the
Industry 4.0.

AI Technology has been included in the list of


2014 Technology prioritized for development in
Decision No. 66/2014 / QD-TTg dated
November 25, 2014 of the Prime Minister.
Global environment | PESTEL analysis | Ecology

In Vietnam, Vingroup is building 4 key pillars within its own ecosystem which are universities, start-ups, big companies
and a partnership between the parties within its own ecosystem. So far it is the only Vietnamese corporate having enough
capability and resource to do follow that strategy.

According to consulting firm Accenture, AI


development must be based on a five-pillar
ecosystem model: universities, large companies,
start-ups, policy makers and partnerships
between the parties. The relative role of each
pillar is different from country to country,
depending on the level of development of each
pillar and the political culture of each country.

At the end of 2017, Accenture announced the


analysis results of the top 10 AI developed
countries in the world in Asia, Europe and North
America. Figure 4 shows the results of comparing
AI development ecosystems of 10 countries and
divided into 2 large groups: Europe and North
America; Asia - Pacific [5]. Figure 4 shows a clear
distinction between the US and China. In which,
In the remaining 3 pillars, although not equal to
the US, China is stronger than the four regional
countries, Japan, South Korea, India and
Australia.
Global environment | PESTEL analysis | Ecology

Cities become the main battleground for AI innovation, integration and application
The degree of innovation and integration of AI
technologies in a city can be measured via the
following five aspects:

• Top-level design, including AI industry


supporting policies, special legislations, open
data policy and the level of openness, etc.

• Algorithm breakthrough, including core


R&D links of key AI software and hardware,
such as AI chips

• Factor quality, including AI leading figures,


capital support, pay level of scientists,
influence of industry conferences, etc.

• Integration quality, including connectedness


of frontier disciplines (AI: Cloud, Blockchain,
IoT, 5G, Quantum Computing and other
frontier technologies), diversity of innovation
entities (top enterprises, academic institutions,
etc.), cultural diversity, etc.

• Application quality, including finance,


education, healthcare, digital government,
autonomous driving, retail, manufacturing,
integrated vehicle development, etc.
Global environment
Scenario analysis

• In an uncertain world and especially operating in the fast change


industry like AI. In order to well-prepared for the future, let’s look
at the uncertain variables and put them together to make
difference scenarios. So we can have an action plans for these
scenarios ahead.

• Next page is the explained of 4 scenarios based on the most


fluctuate factors such as legal, technical development of AI and
the penetration of the market.

• Super corps is the most likely to come true based on the author
opinion where all the AI top players partners up and creating a
super corp. This scenario also poses a great thread that such a
super corps can have enormous competitive advantages to
expand to the new markets.
Global environment | Scenario analysis
Super Corps
• This scenario assumes that the AI systems can
be created for the various industrial systems, and
that these AI systems can interconnect with each
other with minimal interruptions.

• Super Corps is a world of where AI systems are


concentrated in a few large companies across a
wide range of activities and industries.

• Amazon partners with ABB; Microsoft could


partner with say, UTC — as examples.

Bonsai
• In Bonsai is a combination of regulatory and
technical difficulties makes it hard for AI to be
used beyond a range of activities.
Ecosystems Brokenness
• Ecosystems is a world where there is low consolidation of • In Brokenness, one can imagine that serious • The scope of AI, for various reasons become
AI efforts, and where there is high applicability. interruptions have happened in the information drastically reduced as regulators become
world, causing governments to take really cautious of its labour-saving potential/ability to
• In this world, there are little inter-industry linkages perhaps serious precautions to slow down the rate of create widespread job losses.
owing to security concerns. In this world, what happens is information technology development.
that clusters of companies have to build ecosystems • The current companies that have these
around them as they deal with different AI systems • AI development slows down and becomes capabilities — Google (Deepmind/(with AlphaGo),
providers for particular services. restricted to a few areas where they are Search Engine+++), Facebook, Microsoft
critical. In Brokenness, AI remains in a state of (Cortana, language translation), Amazon (Kiva,
• Interconnections between different AI systems are fragmentation as technological development is Alexa), Baidu (language translation) might then
unreliable as different approaches to AI emerges. In this slowed. be the only players in this field.
world, system-integrators become highly prized as they
choose from different AI companies for particular services.
Development of AI
technologies
In phase 1, most of leading countries seems to
mature the technologies like CV, NLP, Language
processing based on the number of patterns
published and the applications.

Phase 2 seems to be where top countries are in


right now. In this phase, the technologies proven
to be more complex since the applications would
highly be the combine of AI technologies such as
autonomous driving.

Phase 3 is the age of strong AI ( expected 2099)


would be introduced to the world.
Development of AI technologies | Phase 1

China technologies quite mature on some of the most applicable technology nowadays, speech and vision.

According to the statistics of World Biometrics and scene understanding, In education, intelligent adaptive education performs the same as or
Intellectual Property Organization (WIPO), two sub-categories under computer even better than human teachers in terms of teaching effectiveness,
among all AI application technologies, vision, ranked among the top with a user experience and testing scores. Intelligent adaptive education
computer vision ranked No.1 in terms of growth of 31% and 28%. Speech companies including Knewton, Yixue Education—Squirrel AI, Realizeit
patent filings from 2013 to 2016, processing technologies speech and ALEKS have compared the effect of AI education technologies and
accounting for 49% of total filings with an recognition and speaker recognition both human teachers through experimental practices in the trend of "human
increase of 24%, followed by natural realized a growth of 12%. vs. machine"
language processing (14%) and speech
processing (13%).

% of AI application technologies in terms of patent fillings


across the world (as of 1H 2018)
Development of AI technologies | Phase 1

Basic technology goes sophisticated, AI moves towards artificial emotional intelligence

Nowadays sensors and other devices are developing advanced abilities to Huawei aims to build an emotionally intelligent voice assistance software
observe and recognize facial features, body posture, gestures, speech,
and physical states. The development of neural networks and Graphic
Processing Units (GPUs) has also played a major role in integrating
emotional recognition features in machines.
Development of AI technologies | Phase 2

While with the rapid growth of AI in these commercial areas involving increasingly complex sectors and scopes, separate
technology solutions can no longer meet the application needs of industries. In Vietnam, VinAI even though just established
but they immediately jump into these topics.

AI capabilities are improving in separate


technologies such as speech and visual
recognition, and applied to numerous
commercial areas rapidly. Application
technologies, including
autonomous driving and intelligent
healthcare, involve in several AI
application technology sectors

Transportation has been the fastest


growing sector in the application of
AI technologies from 2006 to 2019.
The application of AI in transportation
only accounted for 20% of total patent
applications in 2006 while the figure
reached one third as of 2019. In 2019,
autonomous driving and healthcare
are two hot AI technologies as they can
dramatically improve social resource
distribution and change people’s life
style. However due to technical barriers,
they are not fully applied for commercial
uses and still on trial.
Development of AI technologies | Phase 3
Even though we have a long way to go, but global leading AI firms already invest and research to build strong AI product in the
future.

Based on the average estimate of We have a long way to go to achieve strong AI. Additionally, OpenAI, co-founded by Tesla’s
researchers and entrepreneurs working However, many research teams from large tech players founder Elon Musk and partly supported by
in AI today, including DeepMind CEO and small companies are making their contributions to Amazon Web Services, is doing a great deal of
Demis Hassabis, Google AI Chief Jeff building strong AI. Google’s DeepMind and Google research aimed at strong AI. OpenAI also creates
Dean and Stanford AI director Li Feifei, Research take specific measures, while PathNet (a two special tasks: Gym and Universe to test the
the era of strong AI will come by 2099. solution of training large general-purpose neural skills of strong AI that are under
networks) and evolutionary architecture search AutoML development.
(a method of finding good neural network structures for
image classification).
AI market analysis
AI market analysis | Hardware

AI hardware is growing at a similar pace to AI software

While software seems to be getting all the attention in the According to Sam Altman, co-chairman of OpenAi, Even though Nvidia is primarily associated with
AI industry, the market for related hardware is also while the organization has been focusing on building the development of video cards for the gaming
witnessing robust growth. According to estimates by IDC, better AI algorithms till now, its next phase of growth industry, it has also been focusing on improving
even though software will account for the highest share of will come from building better hardware. Companies its GPUs to meet advanced AI requirements.
AI revenues, hardware revenues are estimated to grow like Nvidia, Intel, Qualcomm, AMD and a number of
nearly as fast as software at an average annual growth start-ups are also developing chips to make machine
rate of over 60% during the period of 2016 to 2020. and deep learning faster, cheaper and more powerful.
Hardware is considered by many industry experts to be a
huge differentiator for AI companies.
AI market analysis | Start-up growth

Funding of AI start-ups grew with a CAGR1 of almost 72% to 2017

With the rise of AI, more and more start-ups venture into the space. Most worked in
the field of Machine Learning algorithms, followed by natural language processing.
The annual global funding of AI start-ups experienced a high growth of almost 70%
average growth rates from US$0.6 billion in 2012 to US$4.9 billion in 2016. The
corresponding number of deals grew by 47% in the same timeframe from 151 in
2012 to 703 in 2016.
AI market analysis | M&A deals growth
Number of M&A deals grew by 38% from 2016 to 2017 The biggest deals (with announced deal size) have been Microsoft’s
acquisition of GitHub – a company that Provides a large code repository
that is used by developers and companies for hosting projects,
In terms of M&A, the number of deals jumped up by 38% in 2017.
documentation, and code for US$7,500 million in October 2018.
Looking at the most recent M&A deals, big tech companies like Google,
Apple, Amazon, Microsoft, IBM or Facebook appear often as the
acquirer. But also Chinese tech giants like Baidu or rising stars in the
start-up world, like Twitter, Uber or Spotify acquire AI companies.
AI market analysis | Global competitive trend
Collaborative development is on the rise and leading companies such as Amazon, Apple, Facebook, Google/DeepMind, IBM, and
Microsoft are currently working in partnership towards developing AI applications which strengthen the reliability of Super Corp
scenario
Companies from various industries are currently developing AI
and related applications. Google, IBM and Microsoft are leading
AI innovations in the IT industry, whereas Amazon and eBay are
investing in AI to improve their ecommerce platform and
ridesharing company UBER is using AI on autonomous driving,
food deliveries and mapping research.

Acquisition of small scale AI companies by tech giants like


Apple, IBM and Microsoft in relevant field is in the rise towards
decreasing the learning curve. Other leading companies
include Baidu, Facebook and Salesforce.
AI market analysis | Vietnam
Real estate and finance sector which have low AI application level and lack of capable resource to quickly build an AI application
for themselves could be an opportunity to tap in.

AI is making impact on many industries in Vietnam, but the e- Looking at the global trend, financial and communication services are among the highest market
commerce and transportation and logistic the most active sector scale for AI which can indicate the future trend of scaling of these sectors in Vietnam market.
due to the huge amount of readily available data. However, the
top Ecommerce site in Vietnam like Shopee, Tiki are treating AI
as their core strategy and both these top site have an internal AI
team instead of renting 3rd party technology. Their core AI Global
technology is recommendation system.

Vietnam
AI landscape
Global & Vietnam
AI landscape | Business model & Vietnam players
AI business model divides by how it’s applied, on top of an existing product, integrating into client’s system or a physical AI application.

Model #1: Bolt-on Model #2: Enhanced process Model #3: Letting the machine stand alone
The first type of AI solution is deployed much like a Playing across various industry verticals,
Description In the third AI business model, the AI technology
product from a SaaS company, and the business these solutions help customers improve core changes an entire workflow by introducing an AI-
models are almost interchangeable. These AI solutions business operations. It analyzes big-data infused, better-way-to-complete-a-business-process.
sit seamlessly on top of other systems of record, like a patterns in real-time, flagging insights that AI “owns” the experience end-to-end, with very little
CRM (customer relationship management) product or might be worth responding to. human-required assistance, giving algorithms the full
an ERP (enterprise resource planning) system. AI
control over the experience.
accesses data flowing through these systems, fueling
business improvements over time.

Because this business model resembles the SaaS But this model’s advantages are high-stakes. Because this model involves maintaining hardware, the
Pros advantages and disadvantages differ from pure cloud
model, it seems easy to evaluate. The strategy is to Once implemented, these solutions are
“wedge in”, starting as a value-added feature and incredibly sticky and lend themselves well to plays. In this model, hardware is a cost center and a
maturing into a platform. These solutions are fast to upselling. Just like AI’s potential, this model’s commodity the startups must service and store. The AI
deploy, like cloud software, so the sales cycle is quick, ROI may be unlimited. software inside the drones (or vehicles) is the
with an easily-defined ROI. By getting many customers differentiating IP and the startup’s revenue generator.
quickly, the AI solution rapidly builds a data moat, so it These AI startups sell software subscription packages
gets smarter faster, too. to companies who rent the hardware; those
subscription packages can be expanded over time to do
even more.
Cons But this speed and ease might also bring disadvantages. With intensive deployments, the sales cycle is
Just like cloud software, it could be easy to rip and long. Low volume means each deal must be
replace these AI solutions. And if an AI solution doesn’t big to keep the startup selling the product
progress beyond a nifty, nice-to-have feature, it’s even afloat.
more vulnerable to budget cuts. Just because this
business model is familiar doesn’t necessarily make it
the optimal one.

Players Many AI startups fit into this model: Chorus AI and AI startups in this category include Ayasdi, Example companies in this category include autonomous
Gong both tap into Salesforce, using AI to optimize a IBM Watson, and H2O.AI. cars and drone companies like Kespry, whose aerial drones
company’s sales practices. Customer support software collect data for construction, mining or insurance purposes.
Solvy sits on top of Zendesk or ServiceCloud and After a storm, Kespry drones can assess roof damage, so
automates replies to support tickets. Sift Science uses there’s no need to send an insurance adjustor on top of your
machine learning to reduce customer fraud like roof. Since the data is directly sent to the cloud and analyzed
Most used in payment abuse or fake content. using AI-powered computer vision, the insurance company
B2B model can estimate claims data almost immediately.
AI landscape | Business model

Another way to look at AI models is to look at its value chain with the requirements part to build up an AI application or
products, by looking this way we can have from 2 type of business models.

Value chain
Cloud service Software framework Data Chips Sensors

Type of players

Product or services

Name of models Infrastructure Applications

• These companies run on the back • These can be found in the B2B and
end and provide computing services B2C fields. However, inB2B field
to other companies. we can see the important activity.

Description • The business model they follow is • That is, the company provides a
usually based on API calls. A good SaaS-based subscription service.
example is IBM Watson, which These companies typically develop
provides sentiment analysis through applications for specific use cases
its Bluemix platform. NLP And entity defined by customers.
identification. IBM charges users for
API calls.
AI landscape | Business model & global players
Top AI companies have the resource and capacity to diversify AI their portfolios, while start ups focus on building better
applications.
Leading AI global company

Software
Infrastructure Cloud service Data Chips Sensors
framework

Software
Products Cloud service Data Chips Sensors
framework
Start ups

Software
Applications Cloud service Data Chips Sensors
framework
AI landscape | Business model & Vietnam players

In Vietnam doesn’t have AI product yet, and in recent years it saw the rising of AI start ups along with the big investment from
big corporate to develop AI.

Software
Big corporates

Infrastructure Cloud service Data Chips Sensors


framework
Start
ups

Software
Applications Cloud service Data Chips Sensors
framework
AI landscape | Business model & Vietnam players | Start up
Vietnam start ups have a highly talented team back up, either a group of multicultural talents or parent company in developed
countries. In Weedigital case, the founder said its competitive advantage is the ability to provide better, cheaper and faster solutions to
the market.

Product • Deliver investment analytics via API • The products are quick and easy • Offering AI-powered credit risk, • Facial OTP, FacePay confirm
or web-based application, supporting employee surveys, then they use identity and acquisition solutions to transactions, pay with faces, there are
institutional investors across multiple psychologists-vetted question content to the lending industry to better serve 3 conversational transactions, biometric
stages of their decision-making analyze the mood of employees, then billion underbanked consumers security and analysis of user
process. • actionable insights are given to behavior.
employers.
Technologies • Machine learning, deep learning • Natural language processing • Calculate and guess the numbers • CV
algorithm • Deep data
Clients • Institutional investor • Hundreds of businesses including big • Partner with Viettel • Vin Group
• Asset management group names like Deloitte • Many Vietnam banks are using their • Banks
services
Founding team • This is a Swiss company with • Tiny pulse is an American start up which • A group of multinational members • Christian Nguyễn
Vietnam outsourcing talents AI lab located in Vietnam who were educated and worked in • This is a rare AI start up established
the most developed countries in Vietnam and the key market is
Vietnam also.
Sector • Finance (investment) • SMEs • Bank and bank related industry • Banks
• Retail
Model • B2B • B2B • B2B • B2B

Market • Worldwide • Worldwide • Worldwide • Vietnam

Established • 2012 • 2014 • 2013 • 2017


year
Website • https://sentifi.com/ • https://www.tinypulse.com/ • https://www.trustingsocial.com/ • https://www.weedigital.vn/
AI landscape | Business model & Vietnam players | Corporates

Vision & By 2028, Vingroup will be an international corporation, owning high-tech Digital transformation for B2B clients mainly in global market.
mission centers such as Silicon Valley, producing software and increasing research
investment.
Strategy • Investing in research and development • Increase digital transition consultancy methodology
• Technology solutions and services • Invest in developing basic infrastructure in digital transformation
• Vin Tech city – a start-up ecosystem using Silicon Valley model • Invest in building talents with global standard
• Establishing the foundation, fund and ventures • Improve management skills
Ecosystems • Vin tech: Vin tech, Vin group ventures, VinAI. • FPT software: key business
• Vin industry: VinFast, VinSmart. • FPT telecommunication
• Vin service: mostly retail and real estate. • FPT edu
Competitive A well-rounded ecosystem and strong financial resource to transition into FPT has built an ecosystem of diverse platforms and digital transformation solutions to meet
advantages (for high-tech corporation. customers' needs.
tech sector)
AI applications In the future: • Smart transportation system in Ho Chi Minh City
• Auto driven car • Level 3 self-propelled cars move to avoid obstacles and in October 2019
• Robotic • FPT provides comprehensive artificial intelligence platform FPT.AI through 4 modules:
• Computer vision Computer vision, speech synthesis and recognition, processing natural language and
• Natural language processing digital knowledge system.
• Face mask recognition system

Area of AI R&D • Developing optimal computational methods to compare distributions from Focusing on AI and deep learning for medical diagnosis problems.
big data • Improving skin-disease classification based on customized loss function combined with
• Deeply learn important representations from image and video data for balanced mini-batch logic and real-time image augmentation
optimal control problems • Evaluating the Deep Convolutional Neural Network for Thyroid Nodule Detection on
• Propose effective inference methods for complex non-linear neural Vietnamese Ultrasound Dataset
dynamic systems. • A new feature selection and classification approach for optimizing breast cancer subtyping
based on gene expression
Main clients for • Firstly it could be internal client such as smart city within Vin ecosystem. B2B global clients
tech sector • Soon when its tech side mature enough it will expand to B2B external
clients.
AI landscape | Business model & Vietnam players | Big corporate | Vin Group
Vin Group changed strategy to focus on the technology industry, specifically applications of AI. They have strong resource and
capability to build an AI ecosystem within. Tech companies should beware of Vin Group technological focus strategy.

VinAI research topics are more complex for example the issue of
making optimal decisions in an online interaction environment.
Decisions made will interact with the environment and directly affect
future system data.

It seems that their speed in AI researching is very fast, high quality


and they start on tackling complex issues same as world leading AI
companies (phase 2 of AI developing technologies)

Near Building applications for Vin ecosystem


based on these researches
future

Published 3 research papers in one of the


2020 top AI conference ICML

Published 2 research papers in one of the


2019
top AI conference NeurIPS

2018 Established VinAI research and recruit top


Vietnamese AI talents in the lead positions
AI business case studies
AI business case study | McKinsey & Quantum Black

In short, the gap for most companies isn’t that machine learning doesn’t work, but that they struggle to actually use it.

• The challenges: All industries are facing a great challenge regarding how
to take advantage of all the data they have available to steer their
business.

• The reason McKinsey moved into the “tech arena” is that data is proving to be
an increasingly valuable resource.

• That is when McKinsey can add value: the role consulting can play in these
early stages of the Machine Learning era is also related to help its clients to
understand the potential and the several uses this technology can have. To
enable this, project teams are designed as interdisciplinary teams, consisting of
strategists – the regular “generalist consultants” – data scientists, engineers, and
designers. The generalist consultants often work as “translators” between the
data scientists and the clients, making sure the business issue being tackled, as
well as the technical constraints of the technologies used, are aligned between
all parties involved.

• By acting through acquisition, McKinsey gets access to a talent and knowledge pool very difficult to create organically in a large organization, and by
keeping them relatively “independent” inside the structure of the Firm, it enables the start-up environment to continue to exist and keep bringing
sustainable innovation to its clients.

• Moving forward, one option for McKinsey would be partnering up with universities to stay at the frontier for the development of new technologies inside the
data analytics environment. Of course, these new developments will not be business-ready in the short-term, however getting involved in the early stages of
development will help McKinsey understand the trends in the data analytics space and be recognized as an authority in this topic.

• Internally, as projects become more and more dependable on data analytics and its complex approaches, McKinsey also needs to make sure the capabilities
needed for these types of project are also spread across the organization between all consultants.
AI business case study | McKinsey & Quantum Black

Quantum Black is also a partner of Mila, below is its goals and competitive advantages.

• The goal is to build a team of up to 30 deep-


learning specialists and data engineers within the
first year, and up to 100 experts within 3 years.

• As part of the distinctive Mila ecosystem, they


will undertake research for clients; co-build
reusable assets, such as tools, code, and
techniques; and collaborate on pro bono work.
The center will serve as a training ground for
McKinsey clients and our own analytics
community, and it will function as an integral part
of our Canadian office.

• “Quantum Black specializes in cracking new-to-the-world use cases—and using them in large-scale transformations to create major change for
clients,” explains Yves. “The physical co-location gives us the chance to exchange ideas and to take part in the newest scientific advances in deep
learning, so that we can applying leading-edge techniques to large real-world data sets. We can move from concepts and pilots to resilient systems and
help our clients in critical ways.”

• QB has worked across life sciences, aerospace, finance, and natural resources—helping private- and public-sector organizations to detect fraud,
understand the interactions of drugs and streamline research, and monitor city infrastructures to reduce pollution and improve safety.

• In 2019, there are plans to expand in North America and to look at opportunities across Asia–Pacific.
AI business case study | Google Alphabet
Alphabet embracing an AI-centric approach and solidify lead in machine learning

Investments

• Google has launched two funds dedicated solely to AI:


Gradient Ventures and the Google Assistant Investment
Program.

• Gradient Ventures was launched in July 2017. Unlike GV


and capitalG, which run separately from Google under the
Alphabet corporate framework, Gradient Ventures is
accounted for on Google’s balance sheet. That said, the
fund plans to break off from the main company once it
ramps up its investment pace.

• So far, Gradient has only invested in early-stage deals,


primarily focusing on the US — though a recent investment
was in Canada-based Benchsci, a medical sciences
startup using AI to accelerate biomedical discoveries.
AI business case study | Google Alphabet

Google has also been actively acquiring AI startups


for the past few years.

• More recently, the company acquired Halli Labs, an India-based AI


startup focused on deep learning and machine learning systems,
and AIMatter, a computer vision company using a neural network-
based AI platform to process images.

• The company also acquired Banter in November 2017 to build out


its natural language processing capabilities for enterprise cloud
services like Google Hangouts.

• in January 2014. DeepMind currently operates as a subsidiary of


Alphabet, and has been a pioneer in the machine learning space,
with its program beating a human world champion in the board
game “Go.”
AI business case study | Google Alphabet

Google is also focused on building out its deep learning capabilities, which is more
complex than traditional machine learning.

Google’s emerging focus on deep learning can be seen in the company’s top patent
keywords (pictured below).

Google has also focused heavily on speech recognition and natural language
processing. The company’s IP activity around voice has outpaced FAMGA historically.
AI business case study | Google Alphabet

Product launches

• Google has heavily emphasized the importance of building a superior digital


assistant. This poses a significant threat to Google’s core business, as every
voice-based search that consumers perform using Alexa or Siri takes business
away from Google’s search platform.

• A number of Google’s recent investments and acquisitions have been focused


on building out its hardware capabilities, most notably its $1.1B acquisition of
hardware manufacturer HTC’s smartphone division in September 2017. With
the deal, Google gained access to HTC’s hardware engineers and also
established a manufacturing presence in Taiwan.

• In October 2017, Google filed a patent for “radar-based gesture sensing and
data transmission.” The technology would allow users to control a suite of
devices using gestures, rather than just voice or other control devices (like a
TV remote or buttons on a microwave).

REFFERNCE LISTS:
1. Global artificial intelligence industry whitepaper _ Deloitte
2. Choose Your Own Adventure: Which AI Business Model Is Right For You?_Forbes
3. https://www.mic.gov.vn/Pages/TinTuc/137120/dinh-huong-chinh-sach-phat-trien-cong-nghe-tri-tue-nhan-tao--AI--tren-the-gioi.html
4. https://www.accenture.com/_acnmedia/PDF-113/Accenture-Ready-Set-Scale.pdf#zoom=40
5. https://www2.deloitte.com/content/dam/Deloitte/nl/Documents/deloitte-analytics/deloitte-nl-data-analytics-artificial-intelligence-
whitepaper-eng.pdf
6. https://www.accenture.com/sg-en/company-news-release-artificial-intelligence-poised
7. Scenarios for how Artificial Intelligence could go as an industry in 7–10 years
8. The Porter’s Five Forces of data
9. Competing in the Age of AI
10.In-depth: Artificial Intelligence 2019
11.Strategy For and With AI _ MIT Sloan management review
12.The strategy planning process _ Rudolf Grunig & Richard Kuhn
13.Getting Value from Machine Learning Isn’t About Fancier Algorithms — It’s About Making It Easier to Use _ HBR
14.Crafting an AI strategy for government leaders _ By William D. Eggers, Tina Mendelson, Bruce Chew, Pankaj Kishnani
15.VIETNAM AI LANDSCAPE REPORT 2018
16.Decoding the 7 traits of companies achieving success with AI
17.https://vnexpress.net/fpt-van-hanh-so/doanh-nghiep-lon-dau-tu-manh-tay-cho-cong-nghe-ai-4138830.html
18.https://brands.vn/chien-luoc-kinh-doanh-moi-cua-vingroup-tro-thanh-tap-doan-dung-dau-ve-cong-nghe/
19.https://tuoitre.vn/vinai-research-dua-ai-viet-ra-voi-the-gioi-20191216080700831.htm
20.https://topdev.vn/blog/tinh-hinh-ai-tai-thi-truong-viet-nam-day-kho-khan-va-thach-thuc/
21.https://topdev.vn/blog/tinh-hinh-ai-tai-thi-truong-viet-nam-day-kho-khan-va-thach-thuc/#ftoc-heading-2
22.https://thanhnien.vn/cong-nghe/cac-hang-cong-nghe-viet-nam-dang-dung-ngoai-cuoc-dua-ai-1133033.html