The three major mountains of power, computing power, and model capability are in a game. Once any one of these mountains shows signs of weakness, the story can't be told anymore; I suggest all the Longbridge community members still gambling in the model casino go buy some military-industrial stocks. Can't guarantee anything else, but at least you'll have enough for an electric scooter.

If there's a bubble in AI, it must be the bubble that's still showing losses on the books; those companies that are still showing losses on the books but have been hyped to hundreds of billions, where are they concentrated... Don't talk to me about games at any level, the question is whether we can make money in the next two years...