I wonder if AI labs are actively manipulating the narrative (and thus investor sentiment) by airing problems, and then solving them weeks to months later. I wouldn't be surprised if they have a lot of stuff figured out that is not included in the current version, just to make a steady product cycle with years of tangible improvements from one version to another (this is a common practice in the industry).

For example, if inference isn't too expensive, but they figure out how to cut costs, then price goes down. After all, why pay OpenAI when a smaller datacenter can give you similar models?

But, if they make a huge issue about how inference is too expensive, they engineer a crisis of their own creation - then, once they deploy the solution (which they might already have), then they're back on top.