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in the past few decades, the technology industry has witnessed rapid development from the internet to artificial intelligence. every technological revolution has given birth to new "winners" who have continuously stood out from the competition with their innovative capabilities and resource advantages, bringing great changes to the market. ai is undoubtedly the most representative "winner" of the current era.

goldman sachs pointed out that the bubble in the ai ​​field is different from that in other fields. it is more complicated than the traditional "bubble". because these "winners" did not achieve success out of thin air, but formed a strong barrier by constantly accumulating resources and technology. their wealth accumulation comes from the progress of technology itself and the demand of the market. it is also the advantages of these "winners" that lead to the enthusiasm of investors' expectations and market sentiment.

however, goldman sachs' analysis shows that the development of ai is not all smooth sailing. new competitors are quietly emerging, challenging the dominance of the "winners". open source alternatives are emerging rapidly and providing more options for the market. for example, the huggingface platform has accumulated a large number of models and provides free services, bringing opportunities to new technology entrepreneurs.

the development of the technology industry is always accompanied by cyclical changes. the wave of competition will sweep again, and new technologies will merge with old technologies to create new opportunities. the "winners" will need to face more intense competition and challenges. their advantages may be broken, and the market will change again.

the ai ​​era is not only about technological innovation, but also a new stage of capital investment, resource allocation and market competition. who can control the fate of the future and who will achieve greater success? the answer may be hidden in the technology itself, or it may exist in the market and the strategic choices of players.