IMO focusing on the hyperscalers is kind of misleading.

Yes, for programmers and tech companies AI is kinda boring now, but AI integration in general is still kind of uncharted territory.

There are so many small companies and individuals just getting started with AI today and I believe a large the customer base (and revenue) is still untapped. Hell, I’m discovering new use cases regularly still and the average mismanaged 30 people whatever SaaS vendor probably didn’t even get started yet.