AI companies may need to deliver on their promises of developing artificial general intelligence (AGI) soon to compensate for the huge gap between investments and profits in the industry. The current AI market, largely anticipatory, is experiencing a capital dearth of around $600 billion, according to Sequoia Capital. The industry needs to generate over half a trillion in revenue to justify current expenses. While investor interest in generative AI technology has skyrocketed, the actual AI products or services that will sustain this growth are yet to arrive. The AI market could soon enter an "AGI or bust" era, with the viability of companies like OpenAI and Anthropic hinging on their ability to deliver machines with human-level reasoning.