Also, the GPT-4 message cap at chat.openai.com was shown as something along the lines of "we expect lower caps next week", then changed to "expect lower caps as we adjust for demand" to "GPT-4 currently has a cap of …". This sounds to me like they changed from having lots of compute to being limited by it. Also note how everything at OpenAI is now behind a sign up and their marketing has slowed down. Similarly, Midjourney has stopped offering their free plan due to lack of compute.
Seems like we didn’t need a 6 months pause letter. Hardware constraints limit the progress for now.