James Huang The "AI Ceiling" is an Illusion: Why the Next Trillion Dollars is in Video Scaling TL;DR: The market is panicking because LLMs (Text) seem to be hitting a performance ceiling, causing AI stocks like Oracle to slide. Investors worry that if the magic stops, OpenAI becomes just anothe... LLM LLMs Selling Sem Senior Executive Sensors Serp Rankings Server Maintenance Service Businesses Settlement
