Nvidia and other AI-heavy stocks took a gut punch after DeepSeek-R1 launched. Market analysts are calling it saturation. I call it reckoning.

We’ve been riding the AI hype cycle hard—venture funding, infrastructure spending, and everybody slapping “AI-powered” on their products whether it made sense or not. Now folks are realizing: you can’t just automate your way to profit. Not sustainably.

If you’re a small biz with tech investments, use this moment to reflect. Diversify your stack. Don’t let your entire strategy ride on a single vendor or one type of solution. Real resilience is boring—and boring keeps the lights on.