We are on the same page. If this is truly going to be a disruptive technology, the last place you want to be is in the established players with existing cashcow business models that are begging to be dirsupted.
It's kind of amazing to me the things people claim AI bots and script writers will be able to do in the next 5-7, but somehow they won't let you to easily move your data out of your cloud walled garden mega public-provider, administer it on a private cloud and get around the current lock-in of AWS and Azure.
Wall Street loves to sell a story. What better story than there is this new revolutionary disruptive technology that could potentially bring unlimited growth and the only thing that is required of you as an investor is just double down on all the current proven Mag 7 companies that you already hold and trust. Talk about a free lunch !!!