Fortune analysis: AI market shocks follow predictable technology standardization cycles
A Fortune analysis argues the three recent AI market shocks (ChatGPT launch, DeepSeek, Claude Opus 4.6) aren't warning signs but predictable collisions between macro business cycles and technology standardization cycles. Each shock hit when the economy was perceived near the end of an expansion phase.
The piece argues investors should focus on the longer technology cycle rather than macro swings. Companies that survive standardization phases (like Google after the ChatGPT scare) tend to emerge stronger.
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