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IPOI think that what everyone should pay attention to is model prices. Models are getting stronger and stronger now, and the strongest one currently is Claude fable-5. The problem now is that this thing is just too expensive. Of course, in the future, there will be products that are even more powerful than it. Of course, at this stage, it's simply not suitable for ordinary people to use; a few sentences could cost you a month's salary. What I mean is, if it could be very cheap, with a more affordable price, then... well, the recent hot searches would be dominated by generative models. It would be super popular, and many AI-generated applications would appear. The same logic applies to AI-generated videos at this stage—they're too expensive. This is the only thing that needs to be solved.

$Meta Platforms(META.US)I don't care about your excuses, let me tell you something first. It's really annoying when you only say half of what you mean. Others buy equipment, you follow the trend and buy it too. Then, when the equipment arrives, you find out the software layer is poorly done, and to cut costs, you just focus on computing power. This is clearly a negative, but you interpret it as a positive. If you're not capable, don't blame the road for being uneven. If your own software layer is poorly done, doesn't that mean you're not up to it? It shows your AI model is no good and can't even utilize that much computing power. If you put it on other manufacturers, they'd only complain it's not enough. Buddy, if we can't do it, why not just sell the equipment directly? Just admit we can't do it. While equipment prices are rising now, sell it to Apple or others. They're in such desperate need that they can't get enough and are even arguing with Micron over supply. If you offer a slightly lower price than manufacturers, other model companies would thank you. It seems like the stock price rose that day, but in reality, it can't compete with other model manufacturers. If the narrative disappears, you'll be left out in the cold.$Micron Tech(MU.US)$Sandisk(SNDK.US)
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