The implication here, I think, is that "Jane Street has foolishly invested heavily into Ocaml and, rather than sensibly change course and migrate away, they continue to invest heavily into it in the hopes that one day the investment will pay off."

Which is a ridiculous take: Jane Street has done extraordinarily well for themselves, possibly at least in part because of their investment in Ocaml, and any sort of migration would be a huge undertaking, and an absurd and unnecessary risk.