It’s not just for shareholder value, like a downsize or stock buyback would achieve. This will literally fill their coffers to the brim faster than staying in the consumer market. Also the consumer market won’t go away anytime soon and there are very few competitors to begin with. They can just return to the consumer market once the AI bubble has burst like nothing has changed. Only difference is they will have way more money in the bank than if they never left.
It’s not just for shareholder value, like a downsize or stock buyback would achieve. This will literally fill their coffers to the brim faster than staying in the consumer market. Also the consumer market won’t go away anytime soon and there are very few competitors to begin with. They can just return to the consumer market once the AI bubble has burst like nothing has changed. Only difference is they will have way more money in the bank than if they never left.