Number (0): Everything in this space must add up to 0. The answer is 4-0, placed horizontally; 0-0, placed horizontally; 0-2, placed vertically.
The most obvious trend is continued growth in AI search usage. As more people discover tools like ChatGPT, Claude, and Perplexity, and as these tools improve their interfaces and expand capabilities, the percentage of information-seeking behavior flowing through AI models will increase. This doesn't necessarily mean traditional search engines will disappear, but it does mean the traffic pie is being redivided, with AI search claiming an expanding slice.
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贝恩咨询预测，在温和情景下，未来AI推理基础设施支出可能下降30%-50%。这正是杰文斯悖论的反向演绎：通常情况下，资源使用效率的提升会增加总需求；但在AI领域，当算法优化的速度超过应用落地的速度时，效率提升反而先冲击了硬件供应商的定价权。
But Homeless Street Angels says there is only so much it can do.