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Neither. The assumption is that, due to various reasons, the world in need of eating will shrink next year (if not later this year). As software requires a not insignificant amount of time to develop, work intended to eat next year is in development now, which means less work to go around compared to last year.

It is quite possible that these businesses are wrong about the future. They have been before. But as predicting the future is impossible, one has to make an educated guess and live with it.