A long-standing agreement between the industry and its backers has collapsed, raising questions about the future of a sector that once thrived on investor confidence. The shift signals deeper tensions between financial expectations and operational realities, leaving stakeholders to reassess how growth can be sustained. Analysts are now scrutinizing whether the model that drove expansion remains viable or if fundamental changes are needed. The breakdown could reshape strategies across the field, with ripple effects for both companies and those who have bet on their success.
The sector’s growth was built on a clear bargain with investors. That has now broken down
