> To that end, making our compute available for rent means that we can only take it back if we can make more money on it ourselves; the only way we can do that is by leaning into what we are good at, not what I have spent too long wanting us to be. To put it another way, our best product decisions have been intuition validated by data and revealed preference; that’s how we’re going to approach AI.

What a great way to frame the strategy + opportunity cost. "We will make a bare minimum via reselling, and it's now up to us to prove we can do better."