Neither.

How many more software projects are there really left that make economic sense? Zuck learned the hard way re. metaverse.

Not many - the set that make ECONOMIC sense is finite. Even though many want to believe its infinite because all of a sudden everyone can vibe code an app cringe.

If anything AI is going to cause an insane amount of consolidation - what used to be across 3 diff apps, that can be consolidated will be done -> many businesses will die. It will be painful.

Google was attacked by an activist investor pre LLM hype for being bloated - they promptly laid people off. Many software firms have been allowed to bloat up do to the nature of the business.

Its always about economics.