1/ Most of the big corporations moved to big cloud providers in the last 5 years. Most of them started 10 years ago but it really accelerated in the last 5 years.
So there is for sure more weight and complexity on cloud providers, and more impact when something goes wrong.
2/ Then we cannot expect big tech to stay as sharp as in the 2000s and 2010s.
There was a time banks had all the smart people, then the telco had them, etc. But people get older, too comfortable, layers of bad incentive and politics accumulate and you just become a dysfunctional big mess.
2/ Then we cannot expect big tech to stay as sharp as in the 2000s and 2010s.
There was a time banks had all the smart people, then the telco had them, etc. But people get older, too comfortable, layers of bad incentive and politics accumulate and you just become a dysfunctional big mess.