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Analysis

This article summarizes an interview where Wang Weijia argues against the existence of a systemic AI bubble. He believes that as long as model capabilities continue to improve, there won't be a significant bubble burst. He emphasizes that model capability is the primary driver, overshadowing other factors. The prediction of native AI applications exploding within three years suggests a bullish outlook on the near-term impact and adoption of AI technologies. The interview highlights the importance of focusing on fundamental model advancements rather than being overly concerned with short-term market fluctuations or hype cycles.
Reference

"The essence of the AI bubble theory is a matter of rhythm. As long as model capabilities continue to improve, there is no systemic bubble in AI. Model capabilities determine everything, and other factors are secondary."