Everything as a Service.

This is late stage fiat. Wall Street wants to see recurring revenues because they know inflation is leading to zombie companies, so they’re killing all the golden geese by pushing them into this opex subscription bullshit even when products should be capex.

Doesn’t matter that their best enterprise customers can’t operate this way, doesn’t matter that retail consumers are swamped in COL crises, the financial gods want their pound of flesh!