This is the same cycle we always go through: big spending on a new wave of tech, something breaks it, and spending shifts to the ones doing the cleanup in the years after as the funding moves to the other side. Y2K created huge growth to the cleanup firms overseas. Y2K didn't break, but it had a clear macro deadline. More recently, cloud cost shock and cyber/ransomware accelerated FinOps and further grew zero-trust security industries respectively. But in the current case, we are waiting for the macro break to happen because AI-found bugs are not creating a visible deadline. And until that happens the spend at the front of the wave won't move to the other side of the wave.