{"id":4943,"date":"2024-11-12T14:45:01","date_gmt":"2024-11-12T17:45:01","guid":{"rendered":"https:\/\/artica.capital\/clairfield-pilulas\/o-salto-das-ias-generativas-e-seu-potencial-impacto-na-produtividade\/"},"modified":"2026-09-29T15:13:32","modified_gmt":"2026-09-29T18:13:32","slug":"o-salto-das-ias-generativas-e-seu-potencial-impacto-na-produtividade","status":"publish","type":"pilulas","link":"https:\/\/artica.capital\/en\/clairfield-pilulas\/o-salto-das-ias-generativas-e-seu-potencial-impacto-na-produtividade\/","title":{"rendered":"The leap of generative AI and its potential impact on productivity"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Intelig\u00eancias Artificiais Generativas s\u00e3o modelos que geram novos dados \u2013 como texto, imagens e v\u00eddeos \u2013 a partir da an\u00e1lise de grandes volumes de dados existentes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Entre 2020 e 2023, o financiamento nesse setor cresceu quase 12 vezes, com foco nos modelos de base \u2013 redes neurais treinadas a partir de bases de dados massivas. Esses modelos s\u00e3o capazes de realizar tarefas diversas em diferentes \u00e1reas do conhecimento \u2013 como \u00e9 o caso do ChatGPT e do LLaMA (modelo utilizado pela MetaAI, agora dispon\u00edvel para alguns usu\u00e1rios do WhatsApp no Brasil).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Esses modelos e as ferramentas que deles j\u00e1 impactam a produtividade e t\u00eam o potencial de otimizar o trabalho em atividades de v\u00e1rios setores.<\/p>\n\n\n\n<!-- pilula-html v1 -->\n<style>\n.pil{--navy:#2d3a51;--blue:#4f6388;--light:#8599b9;--pale:#e8ebf1;--card:#d3d9e3;--red:#c0272d;--txt:#333;font-family:\"Merriweather Sans\",sans-serif;color:var(--txt);margin-top:40px}\n.pil *{box-sizing:border-box}\n.pil img{max-width:100%;height:auto;display:block}\n.pil-sec{margin:0 0 56px}\n.pil-sec h2{background:var(--navy);color:#fff;font-size:19px;line-height:1.35;font-weight:700;padding:16px 20px;border-radius:0 0 28px 0;margin:0 0 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*\/\n.pil-time{display:grid;gap:14px;border-left:2px dashed var(--light);padding-left:18px;margin-left:6px}\n.pil-time>div{position:relative;font-size:14px;line-height:1.5}\n.pil-time>div::before{content:\"\";position:absolute;left:-25px;top:5px;width:12px;height:12px;border-radius:50%;background:var(--navy)}\n.pil-time b.y{display:block;color:var(--light);font-size:16px;font-weight:800}\n\/* figuras (recortes do slide) *\/\n.pil-fig{margin:0}\n.pil-fig figcaption{text-align:center;font-weight:800;color:var(--light);font-size:16px;margin-top:4px}\n.pil-brand{background:var(--card);border-radius:14px;overflow:hidden}\n.pil-brand p{margin:0;text-align:center;font-size:20px;font-weight:800;font-style:italic;color:var(--navy);padding:10px 0 12px}\n@media (max-width:700px){\n  .pil-grid2,.pil-grid2.wide-left,.pil-grid2.wide-right{grid-template-columns:1fr}\n  .pil-grid3,.pil-grid4,.pil-grid5{grid-template-columns:1fr 1fr}\n  .pil-sec h2{font-size:17px}\n  .pil-bars{height:180px}\n  .pil-bars>div>span{font-size:10px}\n  .pil-years{font-size:9px}\n}\n@media (max-width:480px){\n  .pil-bars{gap:1.2%}\n  .pil-years{gap:1.2%;font-size:8px}\n  .pil-bars>div>span{font-size:8px;letter-spacing:-.3px}\n  .pil-bars:has(>div:nth-child(13))>div>span{writing-mode:vertical-rl;transform:translateX(-50%) rotate(180deg);top:auto;bottom:100%;padding-bottom:2px}\n  .pil-years:has(>span:nth-child(13)) span{writing-mode:vertical-rl;transform:rotate(180deg);margin:0 auto}\n}\n<\/style>\n<div class=\"pil\">\n\n<section class=\"pil-sec\">\n  <h2><i>O financiamento a ferramentas de IA generativa cresceu vertiginosamente, com destaque para modelos de base&#8230;<\/i><\/h2>\n  <div class=\"pil-sub\"><span>Financiamento global a IA por tipo<\/span><\/div>\n  <div style=\"display:flex;justify-content:space-between;align-items:center\"><span class=\"pil-unit\">US$ MM<\/span><span class=\"pil-legend\"><span><i style=\"background:#a3b3cf\"><\/i><span>2020<\/span><\/span><span><i style=\"background:#34466a\"><\/i><span>2023<\/span><\/span><\/span><\/div>\n  <div class=\"pil-grid5\" style=\"margin-top:10px\">\n    <div class=\"pil-card\" style=\"border:1.5px dashed var(--navy);background:#eceef2\">\n      <h3>Modelos de base<\/h3>\n      <p class=\"pil-cagr\" style=\"margin:0 0 8px\"><span>+36.945%<\/span><\/p>\n      <div class=\"pil-hbars\" style=\"font-size:12px;gap:6px\">\n        <div class=\"r\" style=\"grid-template-columns:36px 1fr auto\"><span>2020<\/span><div class=\"bar\"><i style=\"width:1.4%;background:#a3b3cf\"><\/i><\/div><em>44<\/em><\/div>\n        <div class=\"r\" style=\"grid-template-columns:36px 1fr auto\"><span>2023<\/span><div class=\"bar\"><i style=\"width:100%;background:repeating-linear-gradient(115deg,#34466a 0 70%,#fff 70% 74%,#34466a 74%)\"><\/i><\/div><em>16.300<\/em><\/div>\n      <\/div>\n      <p class=\"pil-p\" style=\"font-size:13px;margin-top:10px\">Modelos de aprendizado de m\u00e1quina treinados em grandes volumes de dados, com o objetivo de realizar tarefas em m\u00faltiplas \u00e1reas.<\/p>\n      <img decoding=\"async\" src=\"https:\/\/artica.capital\/wp-content\/uploads\/2026\/09\/4943-logos-modelos.png\" alt=\"Logos de ChatGPT, BERT (Google), Bard e LLaMA by Meta\" loading=\"lazy\">\n    <\/div>\n    <div class=\"pil-card\">\n      <h3>Aplicativos<\/h3>\n      <p class=\"pil-cagr\" style=\"margin:0 0 8px\"><span>+121%<\/span><\/p>\n      <div class=\"pil-hbars\" style=\"font-size:12px;gap:6px\">\n        <div class=\"r\" style=\"grid-template-columns:36px 1fr auto\"><span>2020<\/span><div class=\"bar\"><i style=\"width:45.3%;background:#a3b3cf\"><\/i><\/div><em>1.450<\/em><\/div>\n        <div class=\"r\" style=\"grid-template-columns:36px 1fr auto\"><span>2023<\/span><div class=\"bar\"><i style=\"width:100%;background:#34466a\"><\/i><\/div><em>3.200<\/em><\/div>\n      <\/div>\n      <p class=\"pil-p\" style=\"font-size:13px;margin-top:10px\"><i>Software<\/i> desenvolvido para desafios espec\u00edficos, utilizando processamento de linguagem e vis\u00e3o computacional<\/p>\n    <\/div>\n    <div class=\"pil-card\">\n      <h3><i>Machine Learning<\/i><\/h3>\n      <p class=\"pil-cagr\" style=\"margin:0 0 8px\"><span>+677%<\/span><\/p>\n      <div class=\"pil-hbars\" style=\"font-size:12px;gap:6px\">\n        <div class=\"r\" style=\"grid-template-columns:36px 1fr auto\"><span>2020<\/span><div class=\"bar\"><i style=\"width:9.7%;background:#a3b3cf\"><\/i><\/div><em>309<\/em><\/div>\n        <div class=\"r\" style=\"grid-template-columns:36px 1fr auto\"><span>2023<\/span><div class=\"bar\"><i style=\"width:75%;background:#34466a\"><\/i><\/div><em>2.400<\/em><\/div>\n      <\/div>\n      <p class=\"pil-p\" style=\"font-size:13px;margin-top:10px\">Ferramentas para simplificar e automatizar o desenvolvimento, treinamento e gerenciamento de grandes modelos de linguagem<\/p>\n    <\/div>\n    <div class=\"pil-card\">\n      <h3>Gest\u00e3o de dados<\/h3>\n      <p class=\"pil-cagr\" style=\"margin:0 0 8px\"><span>+697%<\/span><\/p>\n      <div class=\"pil-hbars\" style=\"font-size:12px;gap:6px\">\n        <div class=\"r\" style=\"grid-template-columns:36px 1fr auto\"><span>2020<\/span><div class=\"bar\"><i style=\"width:4.3%;background:#a3b3cf\"><\/i><\/div><em>138<\/em><\/div>\n        <div class=\"r\" style=\"grid-template-columns:36px 1fr auto\"><span>2023<\/span><div class=\"bar\"><i style=\"width:34.4%;background:#34466a\"><\/i><\/div><em>1.100<\/em><\/div>\n      <\/div>\n      <p class=\"pil-p\" style=\"font-size:13px;margin-top:10px\">Ferramentas que possibilitam a cataloga\u00e7\u00e3o de dados e a obten\u00e7\u00e3o de <i>insights<\/i> sobre sua utiliza\u00e7\u00e3o<\/p>\n    <\/div>\n    <div class=\"pil-card\">\n      <h3>Infraestrutura de apoio<\/h3>\n      <p class=\"pil-cagr\" style=\"margin:0 0 8px\"><span>+872%<\/span><\/p>\n      <div class=\"pil-hbars\" style=\"font-size:12px;gap:6px\">\n        <div class=\"r\" style=\"grid-template-columns:36px 1fr auto\"><span>2020<\/span><div class=\"bar\"><i style=\"width:2.3%;background:#a3b3cf\"><\/i><\/div><em>72<\/em><\/div>\n        <div class=\"r\" style=\"grid-template-columns:36px 1fr auto\"><span>2023<\/span><div class=\"bar\"><i style=\"width:21.9%;background:#34466a\"><\/i><\/div><em>700<\/em><\/div>\n      <\/div>\n      <p class=\"pil-p\" style=\"font-size:13px;margin-top:10px\"><i>Hardware<\/i>, configura\u00e7\u00f5es de rede e ferramentas que sustentam a implementa\u00e7\u00e3o e o funcionamento integrado de solu\u00e7\u00f5es de IA<\/p>\n    <\/div>\n  <\/div>\n  <div class=\"pil-src\">Fonte: An\u00e1lise \u00c1rtica; Bain &amp; Company: \u201cThe Exploding Generative AI Market\u201d; PitchBook<\/div>\n<\/section>\n\n<section class=\"pil-sec\">\n  <h2><i>&#8230; Um salto possivelmente explicado pela sua potencial capacidade de incrementar a produtividade do trabalho em diversos setores<\/i><\/h2>\n  <div class=\"pil-sub\"><span>N\u00edvel de exposi\u00e7\u00e3o dos setores \u00e0 otimiza\u00e7\u00e3o por IAs generativas<\/span><\/div>\n  <div class=\"pil-note\" style=\"margin:0 0 16px\"><span>Setores com maior envolvimento de atividades anal\u00edticas, cognitivas e n\u00e3o repetitivas tendem a apresentar maior potencial de otimiza\u00e7\u00e3o, porque possuem maior percentual de tarefas automatiz\u00e1veis por IAs sem redu\u00e7\u00e3o significativa de qualidade<\/span><\/div>\n  <div class=\"pil-hbars\" role=\"img\" aria-label=\"N\u00edvel de exposi\u00e7\u00e3o dos setores \u00e0 otimiza\u00e7\u00e3o por IAs generativas: Servi\u00e7os t\u00e9cnicos e profissionais 41%; Informa\u00e7\u00e3o 40%; Servi\u00e7os administrativos 40%; Agricultura 39%; Educa\u00e7\u00e3o 38%; Com\u00e9rcio atacadista 37%; Mercado financeiro 36%; Mercado imobili\u00e1rio 36%; Engenharia 35%; Sa\u00fade 33%; Entretenimento 32%; Transporte 31%; Minera\u00e7\u00e3o 31%; Constru\u00e7\u00e3o 30%; Varejo 29%; Lazer e restaurantes 27%\">\n    <div class=\"r\"><span>Servi\u00e7os t\u00e9cnicos e profissionais<\/span><div class=\"bar\"><i style=\"width:100%;background:var(--navy)\"><\/i><\/div><em>41%<\/em><\/div>\n    <div class=\"r\"><span>Informa\u00e7\u00e3o<\/span><div class=\"bar\"><i style=\"width:97.6%;background:var(--navy)\"><\/i><\/div><em>40%<\/em><\/div>\n    <div class=\"r\"><span>Servi\u00e7os administrativos<\/span><div class=\"bar\"><i style=\"width:97.6%;background:var(--navy)\"><\/i><\/div><em>40%<\/em><\/div>\n    <div class=\"r\"><span>Agricultura<\/span><div class=\"bar\"><i style=\"width:95.1%;background:var(--navy)\"><\/i><\/div><em>39%<\/em><\/div>\n    <div class=\"r\"><span>Educa\u00e7\u00e3o<\/span><div class=\"bar\"><i style=\"width:92.7%;background:var(--navy)\"><\/i><\/div><em>38%<\/em><\/div>\n    <div class=\"r\"><span>Com\u00e9rcio atacadista<\/span><div class=\"bar\"><i style=\"width:90.2%;background:var(--navy)\"><\/i><\/div><em>37%<\/em><\/div>\n    <div class=\"r\"><span>Mercado financeiro<\/span><div class=\"bar\"><i style=\"width:87.8%;background:var(--navy)\"><\/i><\/div><em>36%<\/em><\/div>\n    <div class=\"r\"><span>Mercado imobili\u00e1rio<\/span><div class=\"bar\"><i style=\"width:87.8%;background:var(--navy)\"><\/i><\/div><em>36%<\/em><\/div>\n    <div class=\"r\"><span>Engenharia<\/span><div class=\"bar\"><i style=\"width:85.4%;background:var(--navy)\"><\/i><\/div><em>35%<\/em><\/div>\n    <div class=\"r\"><span>Sa\u00fade<\/span><div class=\"bar\"><i style=\"width:80.5%;background:var(--navy)\"><\/i><\/div><em>33%<\/em><\/div>\n    <div class=\"r\"><span>Entretenimento<\/span><div class=\"bar\"><i style=\"width:78%;background:var(--navy)\"><\/i><\/div><em>32%<\/em><\/div>\n    <div class=\"r\"><span>Transporte<\/span><div class=\"bar\"><i style=\"width:75.6%;background:var(--navy)\"><\/i><\/div><em>31%<\/em><\/div>\n    <div class=\"r\"><span>Minera\u00e7\u00e3o<\/span><div class=\"bar\"><i style=\"width:75.6%;background:var(--navy)\"><\/i><\/div><em>31%<\/em><\/div>\n    <div class=\"r\"><span>Constru\u00e7\u00e3o<\/span><div class=\"bar\"><i style=\"width:73.2%;background:var(--navy)\"><\/i><\/div><em>30%<\/em><\/div>\n    <div class=\"r\"><span>Varejo<\/span><div class=\"bar\"><i style=\"width:70.7%;background:var(--navy)\"><\/i><\/div><em>29%<\/em><\/div>\n    <div class=\"r\"><span>Lazer e restaurantes<\/span><div class=\"bar\"><i style=\"width:65.9%;background:var(--navy)\"><\/i><\/div><em>27%<\/em><\/div>\n  <\/div>\n  <div class=\"pil-src\">Fonte: An\u00e1lise \u00c1rtica; Bain &amp; Company: &#8220;How Generative AI Will Supercharge Productivity\u201d; Eisfeldt, Andrea L, et al. \u201cGenerative AI and Firm Values.\u201d National Bureau of Economic Research, Maio 2023<\/div>\n<\/section>\n\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Generative Artificial Intelligences are models that generate new data \u2013 such as text, images and videos \u2013 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