I agree, their problem wasn't lack of resources it was they stopped believing in Moore's law. They started to believe that 5 and 3nm advancements were not coming and didn't make the hundreds/thousands of new inventions needed to get them there. At least that's what I get reading between the lines here... Jim Keller talks about this in this in the Lex Fridman podcast: https://youtu.be/Nb2tebYAaOA?t=1892