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Are AI Companies Really Overspending?
Markets may be entering a familiar two-stage behavior pattern: first, pressure from heavy investment and uncertain payback; later, relief when capital discipline becomes credible.
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Markets may be entering a familiar two-stage behavior pattern: first, pressure from heavy investment and uncertain payback; later, relief when capital discipline becomes credible.
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В фазе хайпа рынок оценивает потенциал. В фазе зрелости рынок начинает задавать единственный вопрос: Какой будет отдача на вложенный капитал?