The Economic Friction Coefficient: Why Altman's Timeline Correction Is a Market Signal, Not a Technology Statement
BullBlock
While most of the market reads Sam Altman's admission as a slowdown in AI capability growth, the data suggests otherwise. The technology is advancing. The economics are not. This is the real story. The gap between technological maturity and economic value realization is the market's new pricing frontier. It is not a statement about intelligence. It is a statement about frictions. And that distinction matters more than any roadmap change.
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