According to media reports, Meta is considering a comprehensive reduction of its AI department's scale and restructuring its AI team, seeking to strengthen its superintelligence division. The market is once again reassessing the deep challenges faced by AI companies in terms of technological self-research, monetization of business models, and profitability. Recently, Citron Research's founder publicly criticized Palantir, stating that it is "disconnected from fundamentals," and announced a short position on the company. Can the AI sector maintain its upward momentum? Who will emerge victorious in the end?