I mean what else do you want them to do? They're too far in. They stop this race to the bottom before the IPO they will crash and burn in a way that makes space x look like a good investment deal. They can't even slow down and claim to aim profitability because Google is barely a year behind with infinite cash and compute to play, and the Chinese models are barely a few months behind the "frontier".

I don't see how they have an out now, not when there are so many hundreds of billions in circular loans to keep going.