I mean the labs are in a tricky spot where they have to justify massive valuations. "We're going to stay where we are and focus on inference" isn't the growth story you need when you're trying to justify a 2T valuation on 80B in revenue (unless you dress it up as a safety concern).
Google can afford to take their foot off the gas without killing their business.
Google can afford to take their foot off the gas without killing their business.