Or memory prices deflate and China enters the market in significant way for both memory and GPUs.

People wake up and realize LLMs are a dead end and a year from now we plateau, and people start to understand its not worth paying for unless it cost the equivalent of a jetbrains subscription (yearly).

People are out here spending 50k a year on employee AI usage, those same employees are destprying the product, making their offerings mediocre compared to the competition, and off shoring their job to agents in such a way that its basically fraudulent.

Imagine spending 50k a year on tools ypur employees use to lose you a 100k, imagine soending 50k a year on tools that your employees use to work 2hrs a day and then watch youtube/pretend work the remainder od the day.

Llms are a massive net negative contribution to 90% of businesses.

So are meetings but 90% of businesses have them.