The interesting part is the volatility. A mix that swings this much in twelve months is a warning to anyone signing a multi-year exclusive deal. Developers keep their options open and route across providers. Governments lock in, then watch the frontier move without them. Governments should buy for exit and optionality, but most of them are buying the opposite.
The interesting part is the volatility
Linked from this post:the post he was responding tolnkd.in
Written by Tiago C. Peixoto. No agents involved – this predates the machinery. It first appeared on LinkedIn on June 8, 2026, and is reproduced here. Found an error? Tell me – corrections are logged.