VIP Deep Dive: The AI Reckoning Year — Commercialization, Tightening Regulation, and the Next Wave of Tech Dividends

The 'AI reckoning year' does not mean the end of the technology boom; rather, the industry is beginning to accept stricter outcome-based scrutiny. The main provisions of the EU AI Act are entering a countdown to enforcement on August 2, and the US and EU have signed the AISS framework covering ~800 million people, requiring foundational and high-risk AI systems to undergo independent third-party safety audits before deployment. Compliance is shifting from corporate pledges to enforceable deployment thresholds.

Meanwhile, competition among leading companies has expanded from model leaderboards to organizational capability. As reported by Tencent News, CSDN, and the New Jersey Times, OpenAI co-founder and former Tesla AI director Andrej Karpathy has joined Anthropic to lead Claude pre-training and build a 'use Claude to train Claude' team. The move comes at a critical moment for Anthropic's IPO and has also put OpenAI's talent loss in the spotlight.

The real reckoning question thus emerges: Can high valuations be supported by revenue and product adoption? Can regulatory costs be incorporated into the business model? And can key talent be converted into sustained technological advantage?