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Is a huge crash coming?
At the end of the day, the model determines the ceiling.
And the AIP model is making me sense something familiar. History keeps proving that a sufficiently disruptive mechanism can give birth to legends of 100x, 1,000x, or even 10,000x.
In the current track, AIP is a one-of-a-kind presence—its model is unique.
It’s not that there are no opportunities; it’s that opportunities have changed their vehicle. The AIP model may be the next paradigm.