1. Supply can scale. You can point to COVID/supply-chain shocks, but the problem there is temporary changes. No one spins up a whole fab to address a 3 month spike. Whereas AI is not a temporary demand change.
2. Models are getting more efficient. DeepSeek V3 was 1/10th the cost of contemporary ChatGPT. Open weight models get more runnable or smarter every month. Cutting edge is always cutting edge, but if scarcity is real, model selection will adjust to fit it.
This is the key detail everyone is glossing over. NSLs and subpoenas with non-disclosure orders are extremely common in these cases - Google literally cannot notify you without being in contempt. The EFF article frames this as Google "breaking a promise" but if there was a gag order attached, they had no legal choice.
This EFF article does not announce any legal action they are taking as a result of Google complying with the government's request. I'm not really sure what the purpose of the article is. If you object to the NSL non-disclosure requirements, sue the US Government. Google is probably blameless here.
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