Comment by majormajor

> My car drives itself. That's a $18T global market.

That's not a new market, that's a new feature in an existing market. Lots going on in transportation and I'm not seeing any scenario where self-driving cars vastly increase total output vs just eat up other forms of transportation and change where people live/how long they commute.

> Also $1T in data center investment makes sense when you realize that companies are racing to create virtual white collar workers. Google spends $9B a year on software engineers.

Similarly, many companies are trying to be more efficient - "do what we already do, but better". That's different than growth.

What could Google do with 9B on software agents? Let's say the future of them is amazing and this means they could write 100x more code than they can today.

Has Google recently showed much ability to turn "more/faster code" into "superbly profitable new market"?

Someone's gonna have to crack the demand side issue for anything transformative to happen.