โ† ๋Œ€์‹œ๋ณด๋“œ | ๐Ÿ“Š Demis Hassabis ์ถ”์ 

๐Ÿ‘ค Demis Hassabis (AI/๋”ฅ๋Ÿฌ๋‹) ๐Ÿ“บ ๐Ÿ“… 2026-02-11 โฑ ๐Ÿ“ 0๋‹จ์–ด
๐Ÿ”— ์›๋ฌธ ์ผ๋ฐ˜ โœ… ์™„๋ฃŒ

๐Ÿ’ก ํ•ต์‹ฌ ์š”์•ฝ

์ธํ„ฐ๋ทฐ๋Š” Demis Hassabis๊ฐ€ Google DeepMind์™€ ์‹ ์•ฝ๊ฐœ๋ฐœ ์Šคํƒ€ํŠธ์—… isomorphic์„ ๋™์‹œ์— ์ด๋Œ๋ฉฐ, AI๋ฅผ โ€˜๊ณผํ•™๊ณผ ์ธ๊ฐ„ ๊ฑด๊ฐ•โ€™์— ์ ์šฉํ•ด AGI๊นŒ์ง€ ๊ฐ€๋Š” ๋กœ๋“œ๋งต์„ ์„ค๋ช…ํ•˜๋Š” ๋‚ด์šฉ์ž…๋‹ˆ๋‹ค. 2026-02-11_Can_Googles_New_AI_Sโ€ฆ ๊ทธ๋Š” 2014๋…„ DeepMind๋ฅผ Google์— ๋งค๊ฐํ•œ ์ด์œ ๋ฅผ โ€˜๋ˆโ€™์ด ์•„๋‹ˆ๋ผ ์ปดํ“จํŠธ(compute)์™€ ํ”Œ๋žซํผ์„ ํ†ตํ•ด AGI ๋ฐ ๊ณผํ•™ ๋ฌธ์ œ ํ•ด๊ฒฐ์„ ๊ฐ€์†ํ•˜๊ธฐ ์œ„ํ•ด์„œ๋ผ๊ณ  ๋งํ•ฉ๋‹ˆ๋‹ค. DeepMind ์„ฑ๊ณผ๋กœ AlphaGo์™€ AlphaFold/alpha vault๋ฅผ ๊ฐ•์กฐํ•˜๋ฉฐ, ๋‹จ๋ฐฑ์งˆ 3D ๊ตฌ์กฐ ์˜ˆ์ธก์ด๋ผ๋Š” 50๋…„ ๋‚œ์ œ๋ฅผ ํ’€๊ณ  ๊ณผํ•™์— ์•Œ๋ ค์ง„ ๋‹จ๋ฐฑ์งˆ 200 million๊ฐœ๋ฅผ ์ ‘์–ด European Bioinformatics Institute์™€ ํ•จ๊ป˜ ๋ฌด๋ฃŒ DB๋กœ ๊ณต๊ฐœํ–ˆ๋‹ค๊ณ  ์„ค๋ช…ํ•ฉ๋‹ˆ๋‹ค. ๊ทธ ๊ฒฐ๊ณผ ์ „ ์„ธ๊ณ„ 3 million๋ช… ์ด์ƒ์˜ ์—ฐ๊ตฌ์ž๊ฐ€ ๋งค์ผ ํ™œ์šฉํ•˜๊ณ  ์žˆ๋‹ค๊ณ  ์–ธ๊ธ‰ํ•ฉ๋‹ˆ๋‹ค. ์‹ ์•ฝ ๊ฐœ๋ฐœ์€ ํ‰๊ท  10๋…„, ๋น„์šฉ์€ ์ˆ˜์‹ญ์–ต ๋‹ฌ๋Ÿฌ, ์„ฑ๊ณต๋ฅ ์€ 10% ์ˆ˜์ค€์ด๋ผ ๋งค์šฐ ๋น„ํšจ์œจ์ ์ด๋ฉฐ, ์ด๋ฅผ in silico ํƒ์ƒ‰์œผ๋กœ ์ˆ˜๋ฐฑ~์ˆ˜์ฒœ ๋ฐฐ ํšจ์œจํ™”ํ•˜๋Š” โ€˜๋ฒ”์šฉ ์‹ ์•ฝ ๊ฐœ๋ฐœ ์—”์ง„โ€™์„ ๋งŒ๋“ค๊ฒ ๋‹ค๊ณ  ๋งํ•ฉ๋‹ˆ๋‹ค. isomorphic์€ Eli Lilly, Novartis์™€ ํ˜‘๋ ฅ ์ค‘์ด๋ฉฐ, ์ด๋ฏธ 17๊ฐœ ํ”„๋กœ๊ทธ๋žจ์ด ์ง„ํ–‰ ์ค‘์ด๊ณ  ์žฅ๊ธฐ์ ์œผ๋กœ ์ˆ˜๋ฐฑ ๊ฐœ๋กœ ํ™•๋Œ€ํ•˜๊ฒ ๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค. Google ์ธก์—์„œ๋Š” 2023๋…„ DeepMind์™€ Google Brain์„ ํ†ตํ•ฉํ•œ ๋ฐฐ๊ฒฝ์„ โ€˜์Šค์ผ€์ผ๋ง ์‹œ๋Œ€์˜ ์ปดํ“จํŠธ ์ œ์•ฝโ€™๊ณผ โ€˜Gemini๋กœ์˜ ์ง‘์ค‘โ€™์œผ๋กœ ์„ค๋ช…ํ•˜๋ฉฐ, ์ตœ์‹  ๋ชจ๋ธ ์„ฑ๊ณผ๋ฅผ Search/YouTube/Chrome ๋“ฑ ์ œํ’ˆ์— ๋น ๋ฅด๊ฒŒ ๋ฐ˜์˜ํ•˜๋„๋ก ์ธํ”„๋ผ๋ฅผ 1๋…„~18๊ฐœ์›” ์žฌ์ •๋น„ํ–ˆ๋‹ค๊ณ  ๋งํ•ฉ๋‹ˆ๋‹ค. ๋˜ํ•œ Gemini three๋ฅผ โ€˜๋ถ„์ˆ˜๋ นโ€™์œผ๋กœ ๋ณด๋ฉฐ ์—์ด์ „ํŠธ(agents), ์Šค๋งˆํŠธ ๊ธ€๋ž˜์Šค, ๋กœ๋ณดํ‹ฑ์Šค๊ฐ€ ๋‹ค์Œ ํŒŒ๋™์ด ๋  ์ˆ˜ ์žˆ๋‹ค๊ณ  ์–ธ๊ธ‰ํ•ฉ๋‹ˆ๋‹ค. ๋งˆ์ง€๋ง‰์œผ๋กœ AI๋Š” ์ด์ค‘์šฉ๋„(dual purpose) ๊ธฐ์ˆ ์ด๋ผ ์•ˆ์ „ยท๋ณด์•ˆยท์‹ ๋ขฐ์„ฑ์„ ์ค‘์‹œํ•ด์•ผ ํ•˜๋ฉฐ, ์—”ํ„ฐํ”„๋ผ์ด์ฆˆ๋Š” ๋ณด์žฅ(guarantees)์„ ์š”๊ตฌํ•˜๊ฒŒ ๋˜๋ฉด์„œ ์‹œ์žฅ์ด โ€˜๊ฒฌ๊ณ ํ•œ AIโ€™๋ฅผ ๋ณด์ƒํ•  ๊ฒƒ์ด๋ผ๊ณ  ์ฃผ์žฅํ•ฉ๋‹ˆ๋‹ค. ๊ทธ๊ฐ€ ๊ทธ๋ฆฌ๋Š” 10~15๋…„ ์ „๋ง์€ ๊ฐœ์ธ๋งž์ถค ์˜ํ•™(personalized medicine), ์—๋„ˆ์ง€ยท์†Œ์žฌ ํ˜์‹ , ๊ทธ๋ฆฌ๊ณ  โ€˜๊ธ‰์ง„์  ํ’์š”(radical abundance)โ€™์ž…๋‹ˆ๋‹ค.

๐Ÿ’ฐ ํˆฌ์ž ์‹œ์‚ฌ์ 

์ด๋ฒˆ ์ธํ„ฐ๋ทฐ๋Š” โ€˜Google(Alphabet)์˜ AI ์ œํ’ˆํ™” ์†๋„ ํšŒ๋ณตโ€™๊ณผ โ€˜AI ๊ธฐ๋ฐ˜ ์‹ ์•ฝ๊ฐœ๋ฐœ ํ”Œ๋žซํผ์˜ ์ƒ์—…ํ™”โ€™๋ผ๋Š” ๋‘ ์ถ•์œผ๋กœ ํˆฌ์ž ํ”„๋ ˆ์ž„์„ ์žก์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. Demis๋Š” ๊ฒฝ์Ÿ์šฐ์œ„์˜ ์ถœ๋ฐœ์ ์„ ์ฒ ์ €ํžˆ โ€˜์ตœ๊ณ  ์„ฑ๋Šฅ์˜ ๋ชจ๋ธ(best in class)โ€™๋กœ ๋‘๊ณ , ๊ทธ ์„ฑ๋Šฅ์„ Search/YouTube/Chrome/Gemini ์•ฑ ๊ฐ™์€ ๋Œ€๊ทœ๋ชจ ๋ฐฐํฌ ์ฑ„๋„์— ์‹ ์†ํžˆ ๋ฐ˜์˜ํ•˜๋Š” ๊ตฌ์กฐ๋ฅผ ๊ฐ•์กฐํ•ฉ๋‹ˆ๋‹ค. ๋˜ํ•œ DeepMind+Brain ํ†ตํ•ฉ์˜ ์ด์œ ๋ฅผ ์ปดํ“จํŠธ ์ œ์•ฝ์œผ๋กœ ๋ช…์‹œํ•˜๋ฉด์„œ, ํ”„๋ก ํ‹ฐ์–ด ๋ชจ๋ธ ๊ฒฝ์Ÿ์ด ๊ฒฐ๊ตญ CAPEX/์ธํ”„๋ผ ํšจ์œจ๊ณผ ์—ฐ๊ฒฐ๋จ์„ ์‹œ์‚ฌํ•ฉ๋‹ˆ๋‹ค. ์ œํ’ˆ ํฌํŠธํด๋ฆฌ์˜ค๋Š” LLM(Gemini)๋ฟ ์•„๋‹ˆ๋ผ ์ด๋ฏธ์ง€(nano banana), ๋น„๋””์˜ค(VO), ์›”๋“œ ๋ชจ๋ธ ๋“ฑ ๋ฉ€ํ‹ฐ๋ชจ๋‹ฌ ์ „์žฅ์„ ์ „๋ฉด์— ๋‘๊ณ  ์žˆ์–ด, Alphabet์˜ โ€˜๋ชจ๋ธ ๋ ˆ์ด์–ดโ†’์ œํ’ˆ ๋ ˆ์ด์–ดโ€™ ์ˆ˜์ง ํ†ตํ•ฉ ์ „๋žต์ด ๊ฐ•ํ™”๋๋‹ค๊ณ  ํ•ด์„ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ํ•œํŽธ isomorphic์€ AlphaFold ์ดํ›„์˜ โ€˜ํ™”ํ•™/๊ฒฐํ•ฉ/์ž‘์šฉ ์˜ˆ์ธกโ€™์œผ๋กœ ํ™•์žฅํ•˜๋ฉฐ, in silico ํƒ์ƒ‰์œผ๋กœ ์‹ ์•ฝ๊ฐœ๋ฐœ ๋น„์šฉยท์‹œ๊ฐ„ยท์„ฑ๊ณต๋ฅ  ๋ฌธ์ œ(ํ‰๊ท  10๋…„, ์„ฑ๊ณต๋ฅ  10% ์–ธ๊ธ‰)๋ฅผ ๊ตฌ์กฐ์ ์œผ๋กœ ๊ฐœ์„ ํ•˜๊ฒ ๋‹ค๋Š” ๋‚ด๋Ÿฌํ‹ฐ๋ธŒ์ž…๋‹ˆ๋‹ค. ๋‹ค๋งŒ ์ž„์ƒ ์ง„์ž…์€ ์ „ํ†ต์ ์œผ๋กœ ์‹คํŒจ ํ™•๋ฅ ์ด ๋†’์•„(๊ทธ๋„ ์„ฑ๊ณต๋ฅ  10% ์–ธ๊ธ‰) ๋ฐ”์ด์˜ค ์ธก๋ฉด์€ โ€˜๊ฒฐ๊ณผ ์ด๋ฒคํŠธ(์ „์ž„์ƒโ†’์ž„์ƒ, ํŒŒํŠธ๋„ˆ์‹ญ ๋งˆ์ผ์Šคํ†ค)โ€™ ์ค‘์‹ฌ์œผ๋กœ ๋ฆฌ์Šคํฌ ๊ด€๋ฆฌ๊ฐ€ ํ•„์š”ํ•ฉ๋‹ˆ๋‹ค. ๋˜ํ•œ ๊ทธ๋Š” AI๊ฐ€ dual purpose ๊ธฐ์ˆ ์ž„์„ ๊ฐ•์กฐํ•˜๋ฉฐ ์•ˆ์ „ยท๋ณด์•ˆยท์‹ ๋ขฐ์„ฑ์— ๋Œ€ํ•œ ์—”ํ„ฐํ”„๋ผ์ด์ฆˆ ์ˆ˜์š”๊ฐ€ ์ปค์ง€๊ณ , ์‹œ์žฅ์ด โ€˜๊ฒฌ๊ณ ํ•œ AIโ€™๋ฅผ ๋ณด์ƒํ•  ๊ฒƒ์ด๋ผ๊ณ  ์ฃผ์žฅํ•ฉ๋‹ˆ๋‹ค. ์ด๋Š” ๊ทœ์ œ/์‚ฌ๊ณ  ๋ฆฌ์Šคํฌ๊ฐ€ ๋‹จ๊ธฐ ๋ณ€๋™์„ฑ ์š”์ธ์ด๋ฉด์„œ๋„, ์žฅ๊ธฐ์ ์œผ๋กœ๋Š” ์‹ ๋ขฐ์„ฑ ๋†’์€ ๊ณต๊ธ‰์ž(ํ”Œ๋žซํผ+์—ฐ๊ตฌ ๋ฒค์น˜)์˜ ํ”„๋ฆฌ๋ฏธ์—„์„ ๊ฐ•ํ™”ํ•  ์ˆ˜ ์žˆ๋‹ค๋Š” ์–‘๋ฉด์„ฑ์„ ๋‚ดํฌํ•ฉ๋‹ˆ๋‹ค. ๐Ÿ“Œ ๋‹จ๊ธฐ ์ „๋ง (3๊ฐœ์›”): - Alphabet(GOOGL/GOOG): Gemini ์ œํ’ˆ ์—…๋ฐ์ดํŠธ ์†๋„(์—์ด์ „ํŠธ ๊ธฐ๋Šฅ์˜ ๋ฒ ํƒ€/์ถœ์‹œ ์—ฌ๋ถ€)์™€ Search/YouTube/Chrome ๋ฐ˜์˜ ๋ฒ”์œ„๋ฅผ ๋ชจ๋‹ˆํ„ฐ๋ง - ๊ฒฝ์Ÿ ๊ตฌ๋„: OpenAIยทMeta(META) ๋“ฑ ๊ฒฝ์Ÿ ์„œ๋น„์Šค์˜ ์‚ฌ์šฉ์ž/๊ธฐ์—… ๋„์ž… ์ด์Šˆ๊ฐ€ Alphabet ๋ชจ๋ฉ˜ํ…€์— ์ฃผ๋Š” ์˜ํ–ฅ ์ ๊ฒ€ - โ€˜Apple ๋”œโ€™ ์–ธ๊ธ‰์ด ์žˆ์–ด(AAPL), ๊ตฌ์ฒด์  ๊ณ„์•ฝ ๊ตฌ์กฐ/์ˆ˜์ต๋ฐฐ๋ถ„/๋ฐฐํฌ ๋ฒ”์œ„์— ๋Œ€ํ•œ ๊ณต์‹ ํ™•์ธ ์—ฌ๋ถ€๊ฐ€ ์ฃผ๊ฐ€ ๋ฏผ๊ฐ ์ด๋ฒคํŠธ๊ฐ€ ๋  ์ˆ˜ ์žˆ์Œ(ํ™•์ • ์ •๋ณด๋Š” ์ธํ„ฐ๋ทฐ์— ์—†์Œ) - CAPEX/์ปดํ“จํŠธ: ํ”„๋ก ํ‹ฐ์–ด ๋ชจ๋ธ ๊ฒฝ์Ÿ์ด ์ธํ”„๋ผ ํˆฌ์ž๋กœ ๊ท€๊ฒฐ๋œ๋‹ค๋Š” ๊ทธ์˜ ๋ฐœ์–ธ์„ ๊ณ ๋ คํ•ด, ๋ถ„๊ธฐ ์‹ค์ ์—์„œ ๋ฐ์ดํ„ฐ์„ผํ„ฐ/AI ๊ด€๋ จ ํˆฌ์ž ๊ฐ€์ด๋˜์Šค ์ฝ”๋ฉ˜ํŠธ ํ™•์ธ ๐Ÿ“Œ ์ค‘๊ธฐ ์ „๋ง (6~12๊ฐœ์›”): - ์—์ด์ „ํŠธ ์ƒ์šฉํ™”: โ€˜์˜ฌํ•ด ๋ง๋ถ€ํ„ฐ ๋ณธ๊ฒฉํ™”โ€™ ๋ฐœ์–ธ์— ๋”ฐ๋ผ, ์ƒ์‚ฐ์„ฑยท์›Œํฌํ”Œ๋กœ์šฐ ์ž๋™ํ™” ๊ธฐ๋Šฅ์ด ์‹ค์ œ ์ œํ’ˆ KPI(์œ ์ง€์œจ/์ „ํ™˜/ARPU)์— ๋ฐ˜์˜๋˜๋Š”์ง€ ๊ด€์ฐฐ - ๋””๋ฐ”์ด์Šค ํ™•์žฅ: ์Šค๋งˆํŠธ ๊ธ€๋ž˜์Šค(์œ ๋‹ˆ๋ฒ„์„ค ์–ด์‹œ์Šคํ„ดํŠธ์˜ ํผํŒฉํ„ฐ) ํ”„๋กœ์ ํŠธ๊ฐ€ โ€˜ํ‚ฌ๋Ÿฌ ์•ฑโ€™์œผ๋กœ ์ž๋ฆฌ ์žก๋Š”์ง€์™€ ์ƒํƒœ๊ณ„ ํŒŒํŠธ๋„ˆ์‹ญ ๋ณ€ํ™” ์ฒดํฌ - isomorphic: ์ผ๋ถ€ ์•” ๋ถ„์•ผ ์ „์ž„์ƒโ†’์ž„์ƒ ์ง„์ž… ์—ฌ๋ถ€(์—ฐ๋ง ๊ธฐ๋Œ€ ๋ฐœ์–ธ)์™€ ํŒŒํŠธ๋„ˆ(Eli Lilly: LLY, Novartis: NVS)์™€์˜ ํ”„๋กœ๊ทธ๋žจ ํ™•๋Œ€/๋งˆ์ผ์Šคํ†ค ๋ฐœํ‘œ๋ฅผ ์ด๋ฒคํŠธ ๋“œ๋ฆฌ๋ธ์œผ๋กœ ์ถ”์  - ์—”ํ„ฐํ”„๋ผ์ด์ฆˆ ์‹ ๋ขฐ์„ฑ: โ€˜๋ณด์žฅ(guarantees)โ€™ ์š”๊ตฌ๊ฐ€ ์ปค์ง„๋‹ค๋Š” ๋ฐœ์–ธ๋Œ€๋กœ, ๋ณด์•ˆ/์ปดํ”Œ๋ผ์ด์–ธ์Šค ๊ธฐ๋Šฅ์ด ํด๋ผ์šฐ๋“œยท์—…๋ฌดํˆด ๋„์ž…์„ ์ด‰์ง„ํ•˜๋Š”์ง€ ํ™•์ธ ๐Ÿ“Œ ์žฅ๊ธฐ ์ „๋ง (1~3๋…„): - Alphabet์˜ ๊ตฌ์กฐ์  ๊ณผ์ œ๋Š” โ€˜๊ฒ€์ƒ‰ ๊ด‘๊ณ  ๊ธฐ๋ฐ˜ ๋ชจ๋ธโ€™๊ณผ โ€˜AI ๊ธฐ๋ฐ˜ ์ƒํ˜ธ์ž‘์šฉ(์—์ด์ „ํŠธ/๋Œ€ํ™”ํ˜• UI)โ€™์˜ ์ˆ˜์ตํ™” ์ •ํ•ฉ์„ฑ์ž…๋‹ˆ๋‹ค(๊ทธ๋„ innovatorโ€™s dilemma๋ฅผ ์ธ์ •). - ์„ฑ๊ณต ์‹œ์—๋Š” ๋ฉ€ํ‹ฐ๋ชจ๋‹ฌ ๋ชจ๋ธ+๋Œ€๊ทœ๋ชจ ๋ฐฐํฌ ์ฑ„๋„์˜ ๊ฒฐํ•ฉ์ด ์žฅ๊ธฐ ์ ์œ ์œจ์„ ๊ฐ•ํ™”ํ•  ์ˆ˜ ์žˆ์œผ๋‚˜, ์‹คํŒจ ์‹œ์—๋Š” ๋Œ€์ฒด ์ธํ„ฐํŽ˜์ด์Šค๊ฐ€ ๊ด‘๊ณ  ์ˆ˜์ต์„ ์ž ์‹ํ•  ๋ฆฌ์Šคํฌ๊ฐ€ ์žˆ์Šต๋‹ˆ๋‹ค. - ๋ฐ”์ด์˜ค ์ธก๋ฉด์€ AI๊ฐ€ ์‹ ์•ฝ๊ฐœ๋ฐœ์˜ ํƒ์ƒ‰ ๋น„์šฉ์„ ๋‚ฎ์ถœ ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ์œผ๋‚˜, ์ž„์ƒ ๊ฒฐ๊ณผ๊ฐ€ ์ตœ์ข… ๊ด€๋ฌธ์ด๋ฏ€๋กœ โ€˜ํ”Œ๋žซํผ ๊ฐ€์น˜โ€™๊ฐ€ โ€˜์ž„์ƒ ์„ฑ๊ณผโ€™๋กœ ์ „์ด๋˜๋Š”์ง€ ์‹œ๊ฐ„์„ ๋‘๊ณ  ๊ฒ€์ฆํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. - ๊ทธ๋Š” 10~15๋…„ ๋น„์ „(๊ฐœ์ธ๋งž์ถค ์˜ํ•™, ์—๋„ˆ์ง€/์†Œ์žฌ ํ˜์‹ , ํ’์š”)์„ ์ œ์‹œํ•˜์ง€๋งŒ, ํˆฌ์ž์—์„œ๋Š” ์ด๋ฅผ โ€˜ํ…Œ๋งˆ ๋ฐฉํ–ฅ์„ฑโ€™์œผ๋กœ๋งŒ ๋‘๊ณ , ๋‹จ๊ธฐยท์ค‘๊ธฐ KPI/๋งˆ์ผ์Šคํ†ค์œผ๋กœ ๋ถ„ํ•ดํ•ด ์ถ”์ ํ•˜๋Š” ์ ‘๊ทผ์ด ํ•ฉ๋ฆฌ์ ์ž…๋‹ˆ๋‹ค. ๐Ÿ“Š ๋ฐธ๋ฅ˜์ฒด์ธ ์˜ํ–ฅ: ๐ŸŸข ์ˆ˜ํ˜œ: Alphabet(GOOGL/GOOG) AI ์ œํ’ˆํ™”(๊ฒ€์ƒ‰ยท์œ ํŠœ๋ธŒยทํฌ๋กฌยทGemini), ํŒŒํŠธ๋„ˆ ์ œ์•ฝ์‚ฌ(Lly: LLY, Novartis: NVS)์™€ AI ์‹ ์•ฝ ํŒŒ์ดํ”„๋ผ์ธ ํ™•๋Œ€ ๊ฐ€๋Šฅ์„ฑ, AI ๋””๋ฐ”์ด์Šค/์–ด์‹œ์Šคํ„ดํŠธ ์ƒํƒœ๊ณ„(AAPLยทMETA ๋“ฑ ๊ฒฝ์Ÿ ํฌํ•จ) ๐Ÿ”ด ๋ฆฌ์Šคํฌ: ํ”„๋ก ํ‹ฐ์–ด ๊ฒฝ์Ÿ์˜ ์ปดํ“จํŠธ ๋น„์šฉ ์ƒ์Šน, ์•ˆ์ „/๋ณด์•ˆ ์‚ฌ๊ณ  ๋ฐ ๊ทœ์ œ ๊ฐ•ํ™”, ๊ฒ€์ƒ‰ ์ˆ˜์ต ๋ชจ๋ธ์˜ ์ธํ„ฐํŽ˜์ด์Šค ์ „ํ™˜ ๋ฆฌ์Šคํฌ, isomorphic์˜ ์ „์ž„์ƒ/์ž„์ƒ ์‹คํŒจ ๊ฐ€๋Šฅ์„ฑ(๊ทธ๊ฐ€ ์–ธ๊ธ‰ํ•œ ๋‚ฎ์€ ์„ฑ๊ณต๋ฅ ๊ณผ ์ผ์น˜) ๐ŸŽฏ ํ•ต์‹ฌ ๋ชจ๋‹ˆํ„ฐ๋ง ํฌ์ธํŠธ: - Alphabet์˜ ๋ถ„๊ธฐ ์‹ค์  ์ฝœ์—์„œ AI/๋ฐ์ดํ„ฐ์„ผํ„ฐ CAPEX, Search์˜ AI ์ ์šฉ ๋ฒ”์œ„, Gemini/์—์ด์ „ํŠธ KPI ๊ด€๋ จ ์ฝ”๋ฉ˜ํŠธ - Gemini three ์ดํ›„ โ€˜์—์ด์ „ํŠธ ๊ธฐ๋Šฅโ€™์˜ ์‹ค์ œ ์ถœ์‹œ(๋ฒ ํƒ€โ†’์ •์‹)์™€ ์‚ฌ์šฉ์ž ์œ ์ง€์œจ/๊ณผ๊ธˆ ๋ชจ๋ธ ๋ณ€ํ™” - ์Šค๋งˆํŠธ ๊ธ€๋ž˜์Šค ํ”„๋กœ์ ํŠธ์˜ ์ œํ’ˆ/ํŒŒํŠธ๋„ˆ์‹ญ ์‹ ํ˜ธ(์ •ํ™•ํ•œ ์ถœ์‹œ ์ผ์ •์€ ์ธํ„ฐ๋ทฐ์— ์—†์Œ) - isomorphic์˜ ์ „์ž„์ƒ ๊ฒฐ๊ณผ ๋ฐ ์ž„์ƒ ์ง„์ž… ๋ฐœํ‘œ, ํŒŒํŠธ๋„ˆ์‹ญ(LLY/NVS) ํ”„๋กœ๊ทธ๋žจ ์ˆ˜ ํ™•๋Œ€ ๋ฐ ๋งˆ์ผ์Šคํ†ค - ์—”ํ„ฐํ”„๋ผ์ด์ฆˆ ์‹ ๋ขฐ์„ฑ ์š”๊ตฌ(๋ณด์•ˆยท์ปดํ”Œ๋ผ์ด์–ธ์Šค) ๊ด€๋ จ ์ œํ’ˆ ๊ธฐ๋Šฅ/์ธ์ฆ/์‚ฌ๊ณ  ์ด๋ฒคํŠธ
๐Ÿ“Š ๊ด€๋ จ ์ข…๋ชฉ: GOOGLGOOGAAPLMETAMSFTLLYNVS

๐Ÿ“‹ ์ƒ์„ธ ์š”์•ฝ

## 1. DeepMind ๋งค๊ฐ๊ณผ AI ๋ ˆ์ด์Šค์˜ โ€˜๋‚˜๋น„ํšจ๊ณผโ€™ Demis Hassabis๋Š” DeepMind์˜ ๋ฏธ์…˜์„ โ€˜์ง€๋Šฅ์„ ํ•ด๊ฒฐํ•˜๊ณ ( solve intelligence ) ๊ทธ๋กœ์จ ๋‹ค๋ฅธ ๋ชจ๋“  ๊ฒƒ๋„ ํ•ด๊ฒฐโ€™๋กœ ์„ค์ •ํ–ˆ์œผ๋ฉฐ, 2014๋…„ Google๊ณผ์˜ ๊ฒฐํ•ฉ์ด AGI ๋ฐ ๊ณผํ•™ ๋ฌธ์ œ ํ•ด๊ฒฐ์„ ๊ฐ€์†ํ•  ๊ฒƒ์ด๋ผ ํŒ๋‹จํ–ˆ๋‹ค๊ณ  ๋งํ•ฉ๋‹ˆ๋‹ค. ๊ทธ๋Š” ํ•ต์‹ฌ ์ด์œ ๋กœ Google์˜ ์ปดํ“จํŠธ์™€ ์ œํ’ˆ ํ‘œ๋ฉด(๋ฐฐํฌ ์ฑ„๋„)์„ ๋“ค๋ฉฐ, ์ธ์ˆ˜๊ฐ€ ์žฅ๊ธฐ์ ์œผ๋กœ Google ์—ญ์‚ฌ์ƒ ๊ฐ€์žฅ ์ค‘์š”ํ•œ ๋”œ์ด ๋  ์ˆ˜ ์žˆ๋‹ค๊ณ  ๋‹น์‹œ์—๋„ ์–ธ๊ธ‰ํ–ˆ๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค. ๋˜ํ•œ DeepMind ์ธ์ˆ˜๊ฐ€ OpenAI ํƒ„์ƒ์˜ ๋ฐฐ๊ฒฝ(๋…์  ์šฐ๋ ค)๊ณผ ์—ฐ๊ฒฐ๋๋‹ค๋Š” ์‹์œผ๋กœ โ€˜๊ฒฝ์Ÿ์ž ์ด‰๋ฐœโ€™ ํšจ๊ณผ๋„ ์ด์•ผ๊ธฐํ•ฉ๋‹ˆ๋‹ค. ## 2. AlphaGo์—์„œ ์‹œ์ž‘๋œ ํ˜„๋Œ€ AI์˜ ๋ถ„์ˆ˜๋ น ์ธ์‹ ๊ทธ๋Š” AlphaGo ์„ฑ๊ณต์ด ํ˜„๋Œ€ AI ์‹œ๋Œ€์˜ โ€˜์ถœ๋ฐœ ์ด์„ฑโ€™์ด์—ˆ๋‹ค๊ณ  ๋ณด๋ฉฐ, ๊ฐ•ํ™”ํ•™์Šต๊ณผ ๋”ฅ๋Ÿฌ๋‹์ด ํ•ต์‹ฌ์ด์—ˆ๋‹ค๊ณ  ์„ค๋ช…ํ•ฉ๋‹ˆ๋‹ค. 2016๋…„์ด ๊ทธ ๋ŒํŒŒ๊ตฌ์˜ 10์ฃผ๋…„์ฒ˜๋Ÿผ ๋А๊ปด์ง„๋‹ค๊ณ  ๋งํ•˜๋ฉฐ, ์—…๊ณ„๊ฐ€ ๊ทธ ์ดํ›„ ์—์ด์ „ํŠธยท์ž์œจ ์‹œ์Šคํ…œ์œผ๋กœ ๋‚˜์•„๊ฐˆ ํ† ๋Œ€๊ฐ€ ๊น”๋ ธ๋‹ค๊ณ  ๋ด…๋‹ˆ๋‹ค. ์ด ๊ตฌ๊ฐ„์€ DeepMind๊ฐ€ โ€˜์—ฐ๊ตฌโ†’๋ŒํŒŒ๊ตฌโ†’์‚ฐ์—… ํ™•์‚ฐโ€™์˜ ํ๋ฆ„์„ ๋งŒ๋“  ์ฃผ์ฒด๋ผ๋Š” ์ž๋ถ€์‹ฌ๊ณผ ์—ฐ๊ฒฐ๋ฉ๋‹ˆ๋‹ค. ## 3. AlphaFold/alpha vault์™€ ๋ฐ”์ด์˜คยท์‹ ์•ฝ๊ฐœ๋ฐœ๋กœ์˜ ํ™•์žฅ AlphaFold๋ฅผ ๋‹จ๋ฐฑ์งˆ 3D ๊ตฌ์กฐ ์˜ˆ์ธก์ด๋ผ๋Š” 50๋…„ ๋‚œ์ œ์˜ ํ•ด๊ฒฐ๋กœ ์„ค๋ช…ํ•˜๊ณ , ๋‹จ๋ฐฑ์งˆ์ด ์ƒ์ฒด ๊ธฐ๋Šฅ๊ณผ ์งˆ๋ณ‘(์˜ˆ: ์•Œ์ธ ํ•˜์ด๋จธ)์˜ ์ค‘์‹ฌ์ด๋ฏ€๋กœ ๊ตฌ์กฐ ์ •๋ณด๊ฐ€ ์•ฝ๋ฌผ ์„ค๊ณ„์™€ ๊ธฐ์ดˆ ์ƒ๋ฌผํ•™ ๋ชจ๋‘์— ์ค‘์š”ํ•˜๋‹ค๊ณ  ๋งํ•ฉ๋‹ˆ๋‹ค. ๊ทธ๋Š” ๊ณผํ•™์— ์•Œ๋ ค์ง„ ๋‹จ๋ฐฑ์งˆ 200 million๊ฐœ๋ฅผ ์ ‘์–ด DB๋กœ ๊ณต๊ฐœํ–ˆ๊ณ , ์ „ ์„ธ๊ณ„ 3 million ์—ฐ๊ตฌ์ž๊ฐ€ ๋งค์ผ ์‚ฌ์šฉํ•œ๋‹ค๊ณ  ์–ธ๊ธ‰ํ•ฉ๋‹ˆ๋‹ค. ์ด ์„ฑ๊ณผ๋Š” โ€˜AI๊ฐ€ ์ƒ๋ฌผํ•™ ๋‚œ์ œ๋ฅผ ํ’€ ์ˆ˜ ์žˆ๋‹คโ€™๋Š” ์ฆ๊ฑฐ(proof point)๋กœ ์ œ์‹œ๋ฉ๋‹ˆ๋‹ค. ## 4. isomorphic: in silico ์‹ ์•ฝ๊ฐœ๋ฐœ ์—”์ง„๊ณผ ์ž„์ƒ ์ง„์ž… ๋กœ๋“œ๋งต Demis๋Š” ๊ตฌ์กฐ ์˜ˆ์ธก๋งŒ์œผ๋กœ๋Š” ๋ถ€์กฑํ•˜๊ณ  โ€˜์•ฝ๋ฌผ์ด ๋‹จ๋ฐฑ์งˆ ์–ด๋””์— ๊ฒฐํ•ฉํ•ด ๋ฌด์—‡์„ ํ•˜๋Š”์ง€โ€™๋ฅผ ์˜ˆ์ธกํ•˜๋Š” ์ถ”๊ฐ€ AI๊ฐ€ ํ•„์š”ํ•˜๋‹ค๊ณ  ์„ค๋ช…ํ•ฉ๋‹ˆ๋‹ค. isomorphic์€ ์ด๋ฅผ ์œ„ํ•ด AlphaFold ์ˆ˜์ค€์˜ ์ถ”๊ฐ€ ๋ŒํŒŒ๊ตฌ๋ฅผ ๋งŒ๋“ค๊ณ  ์žˆ์œผ๋ฉฐ, Eli Lilly, Novartis์™€ ํ˜‘๋ ฅํ•˜๊ณ  17๊ฐœ ํ”„๋กœ๊ทธ๋žจ์ด ์ง„ํ–‰ ์ค‘์ด๋ผ๊ณ  ๋งํ•ฉ๋‹ˆ๋‹ค. ์‹ ์•ฝ๊ฐœ๋ฐœ์€ ํ‰๊ท  10๋…„, ์„ฑ๊ณต๋ฅ  10% ์ˆ˜์ค€์ด๋ผ ๋น„ํšจ์œจ์ ์ด๋ฏ€๋กœ, ํƒ์ƒ‰ยท๊ฐ€์„ค์„ in silico๋กœ ์˜ฎ๊ฒจ ์ˆ˜๋ฐฑ~์ˆ˜์ฒœ ๋ฐฐ ํšจ์œจํ™”ํ•˜๊ณ  ์›ป๋žฉ์€ ๊ฒ€์ฆ์— ์ง‘์ค‘ํ•˜๊ฒ ๋‹ค๋Š” ์ „๋žต์ž…๋‹ˆ๋‹ค. ๋˜ํ•œ ์ผ๋ถ€ ์•” ๋ถ„์•ผ์—์„œ ์ „์ž„์ƒ ๋‹จ๊ณ„์— ์žˆ์œผ๋ฉฐ, 2026๋…„ ์ค‘ ์ž„์ƒ ์ง„์ž…์„ ๊ธฐ๋Œ€ํ•œ๋‹ค๊ณ  ์–ธ๊ธ‰ํ•ฉ๋‹ˆ๋‹ค. ## 5. Google DeepMind ํ†ตํ•ฉ, Gemini three, ๊ทธ๋ฆฌ๊ณ  โ€˜์ œํ’ˆํ™” ์†๋„โ€™ ๊ทธ๋Š” 2023๋…„ DeepMind์™€ Google Brain ํ†ตํ•ฉ์ด โ€˜์Šค์ผ€์ผ๋ง ์‹œ๋Œ€์˜ ์ปดํ“จํŠธ ์ œ์•ฝโ€™๊ณผ โ€˜Gemini๋ผ๋Š” ๋‹จ์ผ ํ”„๋ก ํ‹ฐ์–ด ํ”„๋กœ์ ํŠธ ์ง‘์ค‘โ€™์„ ์œ„ํ•ด ๋ถˆ๊ฐ€ํ”ผํ–ˆ๋‹ค๊ณ  ๋งํ•ฉ๋‹ˆ๋‹ค. ํ˜„๋Œ€ AI ์‚ฐ์—…์˜ **์•ฝ 90%**๊ฐ€ DeepMind/Brain์˜ ๋ฐœ๊ฒฌ ์œ„์— ๊ตฌ์ถ•๋๋‹ค๊ณ  ์ฃผ์žฅํ•˜๋ฉฐ, ์—ฐ๊ตฌ ๋ฒค์น˜์˜ ๊นŠ์ด๊ฐ€ ์ตœ๋Œ€ ๊ฐ•์ ์ด๋ผ๊ณ  ๊ฐ•์กฐํ•ฉ๋‹ˆ๋‹ค. ๋˜ํ•œ ์ตœ์‹  ๋ชจ๋ธ์˜ ํž˜์„ Search/YouTube/Chrome/Gemini ์•ฑ์— ๋น ๋ฅด๊ฒŒ ๋ฐ˜์˜ํ•˜๋„๋ก ์ธํ”„๋ผ๋ฅผ ์žฌ์ •๋น„ํ•˜๋Š” ๋ฐ 1๋…„~18๊ฐœ์›”์ด ๊ฑธ๋ ธ๋‹ค๊ณ  ์„ค๋ช…ํ•ฉ๋‹ˆ๋‹ค. โ€˜๊ฐ•๋„ยท์†๋„ยท์ง‘์ค‘โ€™๊ณผ โ€˜๋“œ๋ผ๋งˆ ์ตœ์†Œํ™”โ€™๊ฐ€ ์„ฑ๊ณผ๋ฅผ ๋ณต๋ฆฌ๋กœ ํ‚ค์šด๋‹ค๊ณ  ๋งํ•˜๋ฉฐ, Gemini three๋ฅผ โ€˜๋ถ„์ˆ˜๋ นโ€™์œผ๋กœ ๋ด…๋‹ˆ๋‹ค. ## 6. ์ฑ…์ž„ยท์•ˆ์ „ยท์ƒ์—…์„ฑ์˜ ๊ท ํ˜•๊ณผ ๋ฏธ๋ž˜ ํผํŒฉํ„ฐ ๊ทธ๋Š” AI๊ฐ€ dual purpose ๊ธฐ์ˆ ๋กœ์„œ ์•…์šฉ๊ณผ ๊ธฐ์ˆ ์  ์œ„ํ—˜์ด ์กด์žฌํ•˜๋ฏ€๋กœ ์‹ ๋ขฐ์„ฑยท๋ณด์•ˆยท์•ˆ์ „์„ฑ์„ ์ค‘์‹œํ•ด์•ผ ํ•œ๋‹ค๊ณ  ๋งํ•ฉ๋‹ˆ๋‹ค. ๋™์‹œ์— AlphaFold์ฒ˜๋Ÿผ โ€˜์„ธ์ƒ์— ๋ฌด๋ฃŒ๋กœ ๋Œ๋ ค์ฃผ๋Š”โ€™ ํ”„๋กœ์ ํŠธ๋ฅผ ์ง€์†ํ•˜๋ ค๋ฉด ์ƒ์—…์  ์„ฑ๊ณต์ด ํ•„์š”ํ•˜๋‹ค๊ณ  ์–ธ๊ธ‰ํ•˜๋ฉฐ ๊ท ํ˜•์„ ๊ฐ•์กฐํ•ฉ๋‹ˆ๋‹ค. ๋ฏธ๋ž˜์—๋Š” ์—์ด์ „ํŠธ๊ฐ€ ์—ฐ๋ง๋ถ€ํ„ฐ ๋ณธ๊ฒฉํ™”๋  ์ˆ˜ ์žˆ๊ณ , ์Šค๋งˆํŠธ ๊ธ€๋ž˜์Šค๊ฐ€ ์œ ๋‹ˆ๋ฒ„์„ค ์–ด์‹œ์Šคํ„ดํŠธ์˜ ํ•ต์‹ฌ ๋””๋ฐ”์ด์Šค๊ฐ€ ๋  ์ˆ˜ ์žˆ์œผ๋ฉฐ, ๋กœ๋ณดํ‹ฑ์Šค๋„ 18๊ฐœ์›” ๋‚ด ๋ŒํŒŒ๊ตฌ๊ฐ€ ๊ฐ€๋Šฅํ•˜๋‹ค๊ณ  ์ „๋งํ•ฉ๋‹ˆ๋‹ค. ๊ถ๊ทน์ ์œผ๋กœ 10~15๋…„ ์•ˆ์— ๊ฐœ์ธ๋งž์ถค ์˜ํ•™๊ณผ ์—๋„ˆ์ง€ยท์†Œ์žฌ ํ˜์‹ , โ€˜๊ธ‰์ง„์  ํ’์š”โ€™๊นŒ์ง€ ์—ฐ๊ฒฐ๋˜๋Š” ๋ฅด๋„ค์ƒ์Šค ๋น„์ „์„ ์ œ์‹œํ•ฉ๋‹ˆ๋‹ค.

๐Ÿ—ฃ๏ธ ํ•ต์‹ฌ ์ž…์žฅ

Demis Hassabis๋Š” AI ๊ฒฝ์Ÿ์˜ ๋ณธ์งˆ์„ โ€˜์ตœ๊ณ  ์„ฑ๋Šฅ ๋ชจ๋ธ ํ™•๋ณดโ€™์™€ โ€˜๋Œ€๊ทœ๋ชจ ์ œํ’ˆ ํ‘œ๋ฉด์œผ๋กœ์˜ ๋น ๋ฅธ ์ œํ’ˆํ™”โ€™๋กœ ๊ทœ์ •ํ•˜๋ฉฐ, Gemini three๋ฅผ ๋ถ„์ˆ˜๋ น์œผ๋กœ ๋ณด๊ณ  ์—์ด์ „ํŠธยท์Šค๋งˆํŠธ ๊ธ€๋ž˜์Šคยท๋กœ๋ณดํ‹ฑ์Šค๋ฅผ ๋‹ค์Œ ๋‹จ๊ณ„๋กœ ์ œ์‹œํ•ฉ๋‹ˆ๋‹ค. ๋™์‹œ์— AI๋ฅผ dual purpose ๊ธฐ์ˆ ๋กœ ๋ณด๋ฉฐ ์•ˆ์ „ยท๋ณด์•ˆยท์‹ ๋ขฐ์„ฑ์„ ํ•ต์‹ฌ ๊ฐ€์น˜๋กœ ๊ฐ•์กฐํ•˜๊ณ , ๊ณผํ•™ยท์˜ํ•™(์‹ ์•ฝ๊ฐœ๋ฐœ) ๊ฐ™์€ ์‚ฌํšŒ์  ํšจ์šฉ ์˜์—ญ์— AI๋ฅผ ์ง‘์ค‘ํ•ด์•ผ ํ•œ๋‹ค๋Š” ์ž…์žฅ์„ ๋ฐ˜๋ณตํ•ฉ๋‹ˆ๋‹ค. 2026-02-11_Can_Googles_New_AI_Sโ€ฆ

๐Ÿ’ฌ ์ฃผ๋ชฉํ•  ๋ฐœ์–ธ / ํ•ต์‹ฌ ๋ฐ์ดํ„ฐ

์šฐ๋ฆฌ๋Š” ์ง€๋Šฅ์„ ํ•ด๊ฒฐํ•˜๊ณ , ๊ทธ๊ฑธ๋กœ ๋‹ค๋ฅธ ๋ชจ๋“  ๊ฒƒ๋„ ํ•ด๊ฒฐํ•˜๊ฒ ๋‹ค๋Š” ๋ฏธ์…˜์œผ๋กœ ์‹œ์ž‘ํ–ˆ์Šต๋‹ˆ๋‹ค โ€” ์›๋ฌธ: We set out with the mission of solving intelligence and then using it to solve everything else.
์šฐ๋ฆฌ๋Š” ๊ณผํ•™์— ์•Œ๋ ค์ง„ ๋‹จ๋ฐฑ์งˆ 200 million๊ฐœ ์ „๋ถ€๋ฅผ ์ ‘์—ˆ๊ณ , ์ด์ œ ์ „ ์„ธ๊ณ„ 3 million๋ช… ์ด์ƒ์ด ๋งค์ผ ์‚ฌ์šฉํ•ฉ๋‹ˆ๋‹ค โ€” ์›๋ฌธ: We folded all 200 million proteins known to science... now over 3 million researchers around the world make use... every day.
์ด๋ฏธ 17๊ฐœ ์•ฝ๋ฌผ ํ”„๋กœ๊ทธ๋žจ์ด ์ง„ํ–‰ ์ค‘์ด๊ณ , ๊ฒฐ๊ตญ์—๋Š” ์ˆ˜๋ฐฑ ๊ฐœ๋กœ ๋Š˜๋ฆด ๊ณ„ํš์ž…๋‹ˆ๋‹ค โ€” ์›๋ฌธ: We have like, 17 drug programs active already... eventually be hundreds.
ํ˜„๋Œ€ AI ์‚ฐ์—…์˜ ์•ฝ 90%๋Š” DeepMind๋‚˜ Google Brain์ด ๋งŒ๋“  ๊ธฐ์ˆ /๋ฐœ๊ฒฌ ์œ„์— ๊ตฌ์ถ•๋ผ ์žˆ์Šต๋‹ˆ๋‹ค โ€” ์›๋ฌธ: I think about 90% of the modern AI industry is built on technology or discoveries made by one of those two groups.
10~15๋…„ ๋’ค ์šฐ๋ฆฌ๋Š” ๋ฐœ๊ฒฌ์˜ ์ƒˆ๋กœ์šด ํ™ฉ๊ธˆ๊ธฐ, ์ƒˆ๋กœ์šด ๋ฅด๋„ค์ƒ์Šค์— ์žˆ์„ ๊ฒƒ์ด๊ณ  ๊ธ‰์ง„์  ํ’์š”์˜ ์„ธ๊ณ„๋กœ ๊ฐˆ ๊ฒ๋‹ˆ๋‹ค โ€” ์›๋ฌธ: In 10, 15, years time, we'll be in a kind of new golden era of discovery... a world of radical abundance.

๐ŸŒ ๋ฒˆ์—ญ๋ฌธ

๐Ÿท๏ธ ์ฃผ์ œ / ํƒœ๊ทธ

DeepMind์˜ 2014๋…„ Google ๋งค๊ฐ๊ณผ AI ๊ฒฝ์Ÿ ๊ตฌ๋„(OpenAI ๊ธฐ์› ์–ธ๊ธ‰ ํฌํ•จ)AlphaGoยท๊ฐ•ํ™”ํ•™์Šต(reinforcement learning) ๊ธฐ๋ฐ˜ ๋ŒํŒŒ๊ตฌ์™€ ํ˜„๋Œ€ AI ์‹œ๋Œ€์˜ ๋ถ„์ˆ˜๋ นAlphaFold/alpha vault: ๋‹จ๋ฐฑ์งˆ 3D ๊ตฌ์กฐ ์˜ˆ์ธก, 200 million ๊ตฌ์กฐ ๊ณต๊ฐœ, ์—ฐ๊ตฌ์ž 3 million ์ด์šฉisomorphic์˜ AI ๊ธฐ๋ฐ˜ ์‹ ์•ฝ๊ฐœ๋ฐœ ์—”์ง„: in silico ํƒ์ƒ‰, 17๊ฐœ ํ”„๋กœ๊ทธ๋žจ, LillyยทNovartis ํŒŒํŠธ๋„ˆ์‹ญGoogle DeepMind ์กฐ์ง ํ†ตํ•ฉ(DeepMind+Brain), ์ปดํ“จํŠธ ์ œ์•ฝ, Gemini three ์ค‘์‹ฌ ์ œํ’ˆํ™”ยท์†๋„ ๋ฌธํ™”AI ์—์ด์ „ํŠธยท์Šค๋งˆํŠธ ๊ธ€๋ž˜์Šคยท๋กœ๋ณดํ‹ฑ์Šค์™€ ์œ ๋‹ˆ๋ฒ„์„ค ์–ด์‹œ์Šคํ„ดํŠธ ๋น„์ „AGI/AI ์•ˆ์ „: dual purpose ๋ฆฌ์Šคํฌ, ์‹ ๋ขฐ์„ฑยท๋ณด์•ˆยท์•ˆ์ „์„ฑ๊ณผ ์ƒ์—…์  ์ธ์„ผํ‹ฐ๋ธŒ
AIAGI์—์ด์ „ํŠธ์‹ ์•ฝ๊ฐœ๋ฐœ๋ฐ”์ด์˜ค๊ฒ€์ƒ‰์Šค๋งˆํŠธ๊ธ€๋ž˜์Šค๋กœ๋ณดํ‹ฑ์Šค๋ณด์•ˆํด๋ผ์šฐ๋“œ

๐ŸŽฏ ์‹คํ–‰ ์ธ์‚ฌ์ดํŠธ

โ–ธ Alphabet(๊ตฌ๊ธ€)์˜ ๋‹ค์Œ ๋ถ„๊ธฐ ์‹ค์ ์—์„œ AI/๋ฐ์ดํ„ฐ์„ผํ„ฐ CAPEX ๊ฐ€์ด๋˜์Šค์™€ SearchยทYouTubeยทChrome์˜ AI ๋ฐ˜์˜ ๋ฒ”์œ„ ์ฝ”๋ฉ˜ํŠธ๋ฅผ 1์ฐจ ์ฒดํฌ
โ–ธ Gemini ์—์ด์ „ํŠธ ๊ธฐ๋Šฅ์˜ ์ถœ์‹œ ์—ฌ๋ถ€(๋ฒ ํƒ€/์ •์‹), ์œ ์ง€์œจยท์œ ๋ฃŒ์ „ํ™˜ ์ง€ํ‘œ ๋ณ€ํ™” ๋“ฑ โ€˜์ œํ’ˆ KPIโ€™ ์ค‘์‹ฌ์œผ๋กœ ๋ชจ๋ฉ˜ํ…€์„ ์ถ”์ 
โ–ธ isomorphic ๊ด€๋ จ ์ด๋ฒคํŠธ๋Š” ์ž„์ƒ ์ง„์ž…/ํŒŒํŠธ๋„ˆ ๋งˆ์ผ์Šคํ†ค ์ค‘์‹ฌ์˜ ์ด๋ฒคํŠธ ๋“œ๋ฆฌ๋ธ์œผ๋กœ ์ ‘๊ทผํ•˜๊ณ , ์‹คํŒจ ํ™•๋ฅ ์„ ์ „์ œ๋กœ ํฌ์ง€์…˜ ์‚ฌ์ด์ง•์„ ๋ณด์ˆ˜์ ์œผ๋กœ ์„ค๊ณ„
โ–ธ Apple ๊ด€๋ จ โ€˜๋ชฌ์Šคํ„ฐ ๋”œโ€™์€ ์ธํ„ฐ๋ทฐ์—์„œ ๊ตฌ์ฒด๊ฐ€ ์—†์œผ๋ฏ€๋กœ, ๊ณต์‹ ๋ฐœํ‘œ/๊ณต์‹œ๋กœ ๊ตฌ์กฐ๊ฐ€ ํ™•์ธ๋  ๋•Œ๊นŒ์ง€๋Š” ๊ฐ€์ • ๊ธฐ๋ฐ˜ ํˆฌ์ž ๊ฒฐ์ •์„ ํ”ผํ•˜๊ธฐ

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