You don't seriously believe that last few years have been sustainable? The market is in a bubble, companies are falling over themselves offering clinically insane deals and taking enormous losses to build market share (people are allowed to spend ten(s) of thousands of dollars in credits on their $200/mo subscriptions with no realistic expectation of customer loyalty).

What happens when investors start demanding their moonshot returns?

They didn't invest trillions to provide you with a service at break-even prices for the next 20 years. They'll want to 100x their investment, how do you think they're going to do that?