They should all cut down their labour input right now if what you claim is true.
Some companies like Block, Oracle, and Atlassian have indeed been laying people off.
Google has done nothing but destroy value with many of its ‘bets’. Your roadmap stuff is irrelevant - if you don’t have value creating projects in the pipeline and/or labour is augmented you should be laying off - period. Sundar’s job is to maximise the stock price.
So once again - nonsense. Now stop spreading crap that clearly fills people with fear. I can tell you have no understanding of corporate finance and how the management of tech firms actually think these things through.
I'm also not quite sure your alternate theory is self-consistent. If Google has been frequently destroying value, and companies invariably lay people off when their projects aren't producing value, doesn't that mean they should have already been laying people off?