If the market had been saturated then there wouldn't have been any (hypothetical) revenue growth which is what the comment above was arguing.

Personally I don't think there was any revenue growth to begin with. They are spending a lot on AI and haven't seen any ROI but for reasons they prefer to fire people and keep investing on AI.

That shouldn't apply to tech where there's generally always more market to capture and competitors looking to offer a better product and take your market share.