Part 7/10:
Despite the overt signs of growth, a crucial issue remains: AI model companies have raised nearly $100 billion but have only managed to achieve around $11 billion in annualized revenue. Maker acknowledges this significant discrepancy and highlights concerns about a potential capital overhang in the sector. As a result, companies will have to address the urgent question of how they can turn their innovation into lasting profits, especially amid drastically decreasing costs.