Honestly, there's just a huge amount of thrash across the cloud & SaaS industries as a whole. It's not a lot better at Google (way behind OAI & Anthropic on coding & local AI harnesses), Microsoft (no meaningful frontier model R&D to speak of, and a constantly eroding Windows business), the neoclouds (impossible to source adequate infrastructure and are existentially threatened by the hyperscalers (especially Google) if they can't keep up with demand, chipmakers (NVIDIA vs AMD vs Qualcomm vs Apple vs the long tail of specialty shops like Cerebras), data center pure plays (legislative & community pushback, natural resources, infrastructure availability), and the SaaS folks ("let's see if AI can do it").

It's both a great time to be gold mining in tech, and also a terrible time to be a bit employee.