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Technology
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Stop giving them ideas!
Nah just kidding, I think they have been working on this idea for a long time already. It just isn't feasible yet. When it becomes possible to stream a screen in high quality, high resolution, relatively low bandwidth, to most of their customers, all big cloud providers will jump right on it. And I think it can be possible soon, if someone figures out how to make an AI-based streaming compression method that works better than streaming compressions we have today.
Silicon Valley middle out compression, but for real