My own theory is that the era of Big Tech firms like Google, etc., is passing or at least evolving. Companies are gaining confidence that they have answers for their needs and don't necessarily need input from those firms. So for the mundane line-of-business segment, companies want to try their own hand. I personally think there will still be a need for moderate sized Systems Houses that can deliver bespoke solutions weaving together state of the art software and hardware. In terms of jobs, I think they will be dispersed and not hoarded by the big tech firms going forward. All of this is just an opinion.
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