The market didn't stop — it froze in uncertainty. Whoever breaks that paralysis collects all the pent-up demand.
Businesses froze their tech budgets not because they found a cheaper option, but because they lack their own AI strategy.
The problem is demand, not capability
If the slowdown hits everywhere at once, the cause isn't "software got cheaper" — then only software would stall. This is a demand-side paralysis.
The antidote: make the decision easy
A big investment is scary; a predictable monthly cost is not. Subscription models thaw the freeze.
The physical world still needs engineering
AI needs data (IoT), compute (servers) and OT integration. Few do all three — we're on the rising side of the wave.