The not clear comment is valid by either interpretation.

To a lot of us it’s not clear that’s what’s happening. It’s speculation and one possibility.

It may also be a secondary consideration and not the primary gating factor.

Anthropic has had their missteps but it’s still plausible to take what they say at face value.

I agree, saying "it's clear" when at best, "it's plausible" doesn't let the conversation happen. And pretending to know what is going on behind the scene, anon on HN is not credible