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If we set aside appearances, the sudden emergence of AGI intelligent brakes is actually thought-provoking. The possibilities I can think of are mainly speculative: 1. An overly magical view: AI technology has actually started to elevate humanity to a higher dimension, but once elevated, the problems faced are unprecedentedly huge, so now is not the best time. This also includes the safety issues mentioned by everyone; behind its safety system may lie hidden risks of losing control. 2. AGI has already developed enough to meet the current world process; the next breakthroughs in AI will enter the "hidden line." #财报观察员：甲骨文AI云收入增121% You can refer to the US-Russia Cold War period, whether it was space technology or the internet technology at that time, breakthroughs and applications were basically concentrated in national strategic projects, even the military. Only after the Cold War ended did cutting-edge general technologies directly enter the civilian sector. Has it reached this stage now? 3. Macroeconomics determines whether money is expensive or not; microeconomics determines whether a company is worth its valuation; the technological boundary determines whether a company can continue to expand infinitely. Does the current pause mean that short-term corporate expansion has reached a critical point, and next we need to consider how to consolidate the foundation rather than blindly expand? So next, it’s not about what everyone says, but about what everyone does. You can watch several signals to verify: a. Whether leading AI model companies have collectively stopped pre-training models; such a pause is deeply meaningful. b. Whether AI can independently develop AI, and whether AI researchers are being largely replaced; this is a signal that AGI has reached a mature critical point. c. Computing power investment.