Yes, changes happened today which impacted expectations of the future. Of course this should be fairly clear. All of our perception about what will happen in the future is informed on events that have already happened or are happening now. There's no other information to base it on.

It's not like Google/Meta/Microsoft were barely hanging on by a thread just able to get through their core workload before COVID hit. They didn't need another 10,000 employees to get through today. They needed (or, incorrectly, thought they did) them to support where the business would be going in the years ahead.