This is wrong on merit, and I am not sure why it is presented this way.
The difference between a car company and a software company is economy of scale. I.e. economy of scale dominate the physical world but does not exist in the software world since I can replicate software at zero cost.
In addition, new tools and new processes for software has increased the productivity times fold, which means that you need fewer developers for new software.
I predict two shifts in the tech world:
1) Move to the edge. Specially for AI, there is really no need for a central public cloud due to latency, privacy, and dedicated hardware chips. I.e. most of AI traffic is inference traffic which should be done on the edge.
2) Kubernetes operators for replacing cloud services. The value add of the public cloud is managing complexity.
The difference between a car company and a software company is economy of scale. I.e. economy of scale dominate the physical world but does not exist in the software world since I can replicate software at zero cost.
In addition, new tools and new processes for software has increased the productivity times fold, which means that you need fewer developers for new software.
I predict two shifts in the tech world:
1) Move to the edge. Specially for AI, there is really no need for a central public cloud due to latency, privacy, and dedicated hardware chips. I.e. most of AI traffic is inference traffic which should be done on the edge.
2) Kubernetes operators for replacing cloud services. The value add of the public cloud is managing complexity.