alt Hacker NewsDoes that '100s of billions' come from a big bucket somewhere called 'spare cash', or does it correlate to a commensurate reduction in the 'around $500 billion in ad revenue' that Google and Meta are extracting?
Do your assumptions - " if you look at the trajectory " - factor in a slowing economy, a slowing growth in quality improvements in the tech, and/or the asymptote of market saturation for punters happy to stump up more than $50 a month?
What about a few hundred billion in salary and benefits reductions due to mass layoffs?
Not saying this would be good (qualitatively) or even good business in any sense, but we’ve already seen companies willing to sacrifice headcount to cover CAPEX for these models.