IMO, they're reaching the point of no return. I don't think they can horizontally-scale their way out of the hole they dug themselves unless they separate their free and paid infra maybe... which doesn't seem likely considering how their other infra changes are going.
In the same way you need to be 10x better for someone to consider switching to your product, if you get 10x worse your competitors get a free 10x by just standing still.