"Do we really expect all the world’s corporations to suddenly up their annual spend by 1,000% on average? Why?" Because they will replace people with tools I am guessing?
The other factor that threatens the $6T required to justify... open source models crushing the pricing power of these companies. If I can use some open source agent management framework + self-hosted Qwen to basically replace my entire Product org for free, then why would I pay Microsoft/Google/Anthropic/OpenAI?