They likely entered the same compute constraint scenario as Anthropic.

IE. They had 100 compute units. Demand is 200 units. They have to do a combination of buying more compute, increasing price, lowering limits, etc.

You mean the company that just doubled their rate limits? https://www.anthropic.com/news/higher-limits-spacex

Bunch of nonsense.

If that is true then they should all invest resources into projects that will yield efficient use of the compute. The most efficient producer then gains a huge cost advantage AND capacity to serve more… so yeah.. that logic doesn’t hold.

capitalism convinced you that line goes up unless you dont let it eat all the resources.