With all due respect, did you read my comment beyond the first paragraph? It addresses both points, TPU economics/pivot to sales + internal shortages making it

With all due respect, did you read my comment beyond the first paragraph? It addresses both points, TPU economics/pivot to sales + internal shortages making it hard to train models, to the extent they can be addressed based on public sources. There are other factors at play, but they're more recent/second-order.