Apoorv Agrawal, a veteran technology investor and partner at Altimeter Capital, pointed out during his lecture at Stanford University that the current $300 billion AI ecosystem exhibits an "inverted triangle" profit distribution, with approximately 75% of revenue flowing to the semiconductor industry, while gross margins for applications are only between 0% and 30%. He believes that for AI applications to break through current profitability bottlenecks, they must enter the advertising sector, which could be a major event this year.