Not saying it's the same but when markets go crazy there may be upside.

"At the end of 1999, 3Com began the process of spinning off its wholly-owned subsidiary Palm, Inc., and on March 2, 2000 about 23 million Palm shares (about 5% of the company) were offered to the public in an initial public offering (IPO). By the end of the first day of trading, Palm’s closing share price was about $95, giving it a market value of $54 billion, while 3Com’s closing price was about $81, making its market value $28 billion. But 3Com still owned 532 million Palm shares valued at $50 billion, implying that the value of 3Com’s non-Palm assets ( its “stub” value) was a staggering -$22 billion!!! The record shows that 3Com had no debt, more than $1 billion in cash, and a positive market value before acquiring Palm. Furthermore, 3Com had a $5 billion capitalization the day after Palm’s spinoff was completed later that year. Obviously, the financial market recognized the considerable residual value in 3Com. How then can 3Com’s stub value be negative on March 2?"

https://memento.epfl.ch/public/upload/files/Paper_Spatt.pdf

In general, spin offs create value. And later consolidations also create value. Rinse and repeat (and collect fees along the way).

We may see it forced upon the cloud vendors by society, financial stakeholders be damned. These companies have become so big and vital to our world and abuse that power and privilege. Antitrust enforcement would be nice. Separate the hardware from the software, maybe we could get some competition. We should hope and expect for a major shakeup of the economy and politics, most people appear to want it