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Does the current business model of the AI industry really be self-sufficient?
It seems that the current AI startup boom is very similar to the Uber Eats wave during the ZIRP period—massive VC capital pouring in to subsidize and maintain seemingly cheap user prices. But ZIRP is over, and financing costs are rising. How long can these subsidies last?
The real question is: can these AI products ultimately achieve technological breakthroughs and scale-driven cost reductions to make personal AI applications truly affordable and user-friendly? Or are the cheap AIs we use now just products temporarily sustained by the VC financial cycle—once funding dries up, prices will have to be significantly adjusted?
It feels like this issue is quite crucial to the industry's overall direction.