Active firm
Each scenario has fully independent state.
Section 6.5
Hype cycle + death-valley dynamics
Reformulated Gartner curve under the post-AI regime. The classical single-valley narrative is replaced by a double-valley structure: competitors close the technical gap through frontier-model substitution and a second margin-compression valley appears.
Paper-canonical · independent of active firmControls
Move the horizons to see how the curves evolve.
32 Q
48 mo
Expectations index over time
Classical (single valley) vs Post-AI (double valley). Annotations point at the canonical phases.
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