I think this is right, in part because I've been told exactly this from people who work for Google and their job is to sell me cloud stuff- i.e., they say they

I think this is right, in part because I've been told exactly this from people who work for Google and their job is to sell me cloud stuff- i.e., they say they have so much internal demand they aren't pushing TPUs for external use. Hence external pricing and support just isn't that great right now. But presumably when capacity catches up they'll start pushing TPUs again.