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If we set aside the surface, the sudden emergence of AGI intelligent brakes is actually thought-provoking. The main possibilities I can think of are speculation: 1. The overly surreal view is that AI technology has already begun to elevate humanity's dimensions, but once it does, the problems will be enormous, so now is not the best time. This also includes the security issues people mentioned, with hidden risks of loss of control behind the security system. 2. AGI has already developed to meet the current global progress. Next, AI breakthroughs will enter a "hidden line." #财报观察员: Oracle's AI cloud revenue increased by 121%. We can refer to the US-Russia Cold War period, whether it was space technology or internet technology at the time, where breakthroughs were mostly concentrated in national strategic projects and even the military. Only after the Cold War ended did cutting-edge general-purpose technologies directly enter civilians. Has this stage already reached this point? 3. The macro level determines whether money is expensive; the micro level determines whether a company is worth the valuation; the technological boundaries determine whether the company can continue to expand indefinitely. Does the current pause mean that short-term enterprise expansion has reached a critical point? Next, we need to consider how to strengthen the foundation rather than expand blindly. So the next step is not to depend on what everyone says, but on what they do. We can focus on a few signals to verify: a. Whether leading AI model companies have collectively stopped model training, and the significance behind this pause is b. Whether AI can independently develop AI, and whether AI researchers are being heavily replaced—this is another signal that AGI has reached a mature tipping point. c. Computing power investment