Alright, so the AI bubble will likely keep inflating until at least 2027–28, even though benchmarks are rigged by design—AI models are constantly optimized specifically to show progress in the charts. Every company uses these benchmarks, and every observer follows them blindly.
It is amusing, however, to see that the RLI (Remote Labor Index) shows a score of… 2.5% at best for Manus (with ChatGPT and the various Geminis scoring under 2%). And even then, if you remove purely generative tasks like "make me an ad image of a dog eating ice cream," the score drops to less than 1%. This benchmark is largely ignored because it tests the actual economic efficiency of these LLMs… and we’re only seeing 1% of work delivered, and mediocre work at that.
Anyway, all this to say that while components are likely to remain under pressure, we also have to deal with the instability of wars in Europe and exchange rate risks. These factors don't exactly encourage selling physical products internationally (inventory issues, the lead time between manufacturing and collection, the risk of currency fluctuations, and rapid inflation in the event of war).
Therefore, the solution would be to pair the next generation of Fractal products with a… PLUGIN.
If a war breaks out in Europe tomorrow, the existing base of guitarists is already equipped with computers and audio interfaces. They could simply download their favorite plugin in a single, quick transaction (Bitcoin, perhaps?).
I am convinced that if global production contracts, software will become omnipresent. Plus, it’s far less polluting to manufacture and ship.