Recently, I have been repeatedly contemplating a point: the essence of technology investment is to benefit from the "technology popularization" dividend.

Why did the internet remain silent for a few years after the dot-com bubble burst in 2000? Because at that time, internet speeds were slow, there were no smartphones, and payments were not possible, so the adoption rate was too low.
But now, AI is different; the infrastructure has already been laid out, and the commercialization path is clear. It doesn't need to "build roads" anymore; it can directly "drive at full speed."
Currently, AI is at a critical turning point from "trial use" to "mainstream."
Once the adoption rate surpasses 10%, the growth curve will become very steep, and before reaching 50%, it will be the golden period for investment.
So, in the face of short-term market fluctuations and external noise, there's no need to overanalyze.
The historical process of technological diffusion is irreversible, and we are now in the biggest opportunity period for this generation of investors.
Instead of worrying about risks, it's better to think about how to seize this wave of accelerated monetization benefits.