Another, more cynical but I think plausible explanation is that a “slow down” is expectation management that that they are not going to keep having exponentially more machines available for training each next gen step (whether technical build-out or prohibitive cost, same outcome) so they can’t keep up the release pace. So spin a tale to make them seem more valuable ahead of IPO rather than make the markets antsy. That is, we have a slow down ahead, so use safety as an excuse…