The main problem for the AI industry in the short term is that customers have started actively looking for great deals. They switch to cheaper models and switch between models more often. As a result, AI spending is growing even as everyone uses more AI. (In the future, the sector may wait for the "Chinese version" - worse models than the Americans, but cheaper; as happens in other sectors where the Chinese reach - "cheap and medium versus expensive and high quality". But for many consumers the price determines everything: "A Chinese car rots in five years? But it is three times cheaper than Japanese and German").