The point on investment is apt. Even if they achieve twice as much as they’re able to today (some doubts amongst experts here), when the VC funding dries up we’ve seen what happens. It’s time to pay the piper. The prices rise to Enterprise-plan amounts, and companies start making much more real ROI decisions on these tools past the hype bubble. Will be interesting to see how that angle plays out. I’m no denier nor booster, but in the capitalist society these things inevitably balance out.
The same thing happened with the first internet bubble. It didnt prevent the rise of the internet it just meant some players who, for instance, overinvested in infrastructure ended up taking an L while other players bought up their overbuilt assets for a song and capitalized upon it later.
