Part 2/10:
Two years ago, the narrative surrounding AI was pessimistic. Critics argued that companies working on AI were merely "wrestlers," meaning they were simply grappling with concepts without delivering tangible value. However, this perspective has recently flipped toward a more optimistic view, emphasizing the importance of application layers.
Additionally, a belief that models had hit a plateau has morphed into recognition of a new awakening in innovation. The emergence of reasoning models, coupled with advancements in AI scaling laws, indicates that progress is far from stagnant. This phenomenon reflects broader market trends, where narratives can shift dramatically as new players or ideas gain prominence.