Deutsche Bank’s Adrian Cox warned that OpenAI and Anthropic must “strike while the iron is hot to secure computing power, distribution and capital” before investor patience with AI's revenue prospects erodes, as access to capital could shrink. Nvidia’s five-year advance is 864%, compared with the S&P’s 72% surge, but its stock is up only 5% in 2025, shy of the S&P’s 9% advance. The article states historians will mark 2024, 2025, and 2027 as years AI either transforms civilization or triggers a collapse exceeding the dotcom bust. A large number of investors drive valuations of OpenAI and Anthropic to levels close to $1 trillion each, though the pessimistic view holds AI companies may never justify recently invested capital. The counterargument is that AI is the most important scientific advance in human history, with use expanding at an unimaginable rate.