But AI use translates directly to time savings (if it works). You only need 1-2 hours of time savings per employee per week to break even on a $100/seat/month subscription.
What's the capex expenditure of Magnificent 7 just this year? Close to $1tn?
2. Cell phone usage was always localized. You had local telcoms and that was about it. Deutsche Telekom Germany didn't have to compete all the time with NTT Docomo Japan.
And there are probably 20 other economic differences I'm missing.