Yea, that tracks. I just looked it up and AWS made ~130bn. Given how big AI is, and how those two are pretty much the only players (in comparison aws is 1/3 ma

Yea, that tracks. I just looked it up and AWS made ~130bn. Given how big AI is, and how those two are pretty much the only players (in comparison aws is 1/3 market share), that seems about right. It's a far cry from "nobody's going to be writing any code, and ai will do all the things in 6 months".