I think this is really important
"Big picture, the trends we're seeing in tech, with these companies becoming massive with relatively little need to burn cash is a major force towards ongoing low interest rates, as investors find fewer and fewer opportunities to deploy cash."

I'd start by going contrary: With interest rates low and cash ready to hand, now would be the time to plough massive investments into fundamental base infrastructure for network companies: fiber, datacenter floor, and CE equipment.
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