It all sounds a bit too marketing-ey to me “we have this amazing model that is too good to release” but the goal is still AGI? Ok right.
Whether its actually scarcity or hype building or a bit of column a, bit of column b is TBD. Then again, the new models seem more expensive, they slashed the tokens thrown around in thinking, and put up limit speedbumps so it’s probably not all gaslighting about compute bottlenecks.