For me it's kind of weird right it's like no one can see the bigger picture. All technology's going to be eaten by AI so companies like Google, Microsoft, Meta ... are middle men in an industry that's disappearing. No one's really going to use a search engine when a chat bot can do a better job. No one is going to pay for software when the AI can do the whole process better at a proper command. All technology and the companies in it are essentially horses and the related roles in a time of cars. That whole slice of the economy is at best going to reduce year on year eventually to disappear. No replacement AI is it.