On September 4, experts pointed out that given the high valuations of some companies in the artificial intelligence sector, investors should focus on the productivity growth of AI enterprises. Jakub Nytra, founding partner of venture capital firm Purple Ventures, stated that as investors' ability to discern technology improves, the AI industry may undergo a shakeout. He anticipates that capital allocation will become more cautious in the next 6 to 12 months. Currently, concerns about a bubble persist in the market, corporate capital expenditures continue to climb, and high growth figures have raised questions about their sustainability. Nytra believes that while AI has the potential to transform the economy, not all companies claiming to use AI technology deserve high valuations. Ultimately, the winners will be those companies that can effectively leverage AI to solve complex and costly problems.