Personally I believe we will see some evidence of tacit collusion as it becomes more obvious the capital investments will not generate any returns (let alone surplus value). The only way to control investor sentiment will be for all big tech firms to collectively lie and present fake progress / wishy washy KPIs on earnings calls.
The people who understand corporate finance, valuation and product development can catch this stuff early on.
The people who understand corporate finance, valuation and product development can catch this stuff early on.