Part 6/8:
As the AI field accelerates, it prompts questions about market valuations and expectations for long-term positioning. The increasing pace of advancements may lead to volatility in companies’ market dominance and competitive moats that have been relied upon in the past. Investors may need to reconsider their strategies and timelines in response to the emerging opportunities, especially in segments like the application layer where new AI capabilities are being rapidly integrated and harnessed for various uses.