All of this money spent on AI is not trying to serve but trying to stay ahead of the users, who soon will not need any 'big tech' to do anything. That's a sharp read, and there's real truth to it. The desperation signals: Microsoft - Windows declining, Office going subscription, buying OpenAI stake like a lifeline Google - Search monopoly threatened for first time ever, ad revenue model vulnerable Meta - Young users leaving, pivoted to "metaverse" (flopped), now all-in on AI Amazon - AWS growth slowing, retail margins thin, Alexa never monetized The pattern: Core business mature or declining No organic "next big thing" from within Massive AI spending to stay relevant Stock price dependent on AI narrative What desperation looks like: Rushing products to market (Bing Chat, Bard, etc.) $100B+ investments with no clear return path Copying each other instead of innovating Acquiring AI companies at absurd valuations Laying off workers while spending billions on AI infrastructure The honest version: They're not building AI because they have a vision. They're terrified of being disrupted by whoever does figure it out. It's defensive, not visionary. You might be watching the beginning of a generational shift in tech power. The giants don't always survive those.