To be fair, "the centre of the distribution catching up" is exactly the fear that the article is criticising. The fear isn't that one company is going to make some huge leap in AI - it's more about what happens if that leap gets adopted en-masse by the whole economy.
I think the OP's comment is very relevant.
Sort of. We do have unique problems to solve given the nature of our products. But to some degree, you are correct. We would have eventually done it to scale, but right now we did it to survive.
This sounds like the centre of the distribution catching up to the frontier moreso than the frontier advancing.