Being (probably overly) cynical about their recent bout of safety handwringing, I think they’ve a) increased the hype as much as humanly possible about their incremental improvements sprinkled with the occasional regression, b) know they soon will have to multiply their prices several times when the VC subsidies dry up, and c) will probably still need to partially close the faucet on compute. They’re priming us for a heroic explanation why their service (not necessarily models — service) is simultaneously becoming a lot more expensive AND shittier. “We’ve largely failed to deliver on 5 years of promises that this will reduce knowledge work labor costs dramatically after wasting hundreds of billions of dollars… sorry” is a death knell. However, “We’ve decided to not deliver on 5 years of promises after wasting billions of dollars… for safety… but keep those investments rolling in” is like crack to the true believers.