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Comment by aslkalska
I don't think they are toast, I mean they will be in some trouble because all of them have fallen victim to fomo and started building out with so much debt for capacity that may or may not be needed nor achieve the returns that they want.
I think there's a future where "personal software" meaning highly custom apps generated by an agent is a thing that doesn't mean everything will become that, same for local LLMs but all of this is still too far. The main issue is that hyperscalers or big tech in general have become too powerful they can just buy their way in and out of legislation as they please, sorry I mean lobby ... funny how if you rename something it becomes legal or illegal