I just wanted to ask some opinions on the matter as a layman. My thesis is that a sector specifically such as cybersecurity could become more and more obfuscated with the use of AI and so it seems trivial to me that rival actors would need increasingly more compute to stay relevant.
I'm just trying to understand the dynamics because some people think that the market cant just continue going up based on the AI rollout and it surely must be nearing the peak of its run. Thanks in advance.
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