Maybe the market is being more cautious now, after a year of bull runs in 2025, everyone is sobering up and understanding that things cannot go up infinitely.
I do believe that efficiency has to be the next point to be addressed, but will investors place enough emphasis to signal it.
Efficiency both in terms of maximising whatever infrastructure (like how deepseek could do more with less, putting openai to shame) is available, and energy, where consumption has to be clamped down and considerations be made for energy generation (pivoting more into green energy etc.) too.
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