This was posted yesterday, but the article was hard-paywalled. We asked The Information if they would unlock it for HN readers, as they have been doing recently (e.g. https://news.ycombinator.com/item?id=20630974, https://news.ycombinator.com/item?id=20423483). They agreed, so now that HN readers can actually read the article, we rolled the clock back on this discussion.

Edit: sorry, I pasted in the wrong link so it didn't work right away. It should work now, meaning everyone who clicks on the title above should get to read the article.