OP here, I didn't write the post, but found it interesting and posted it here.

> So i understand correctly, they spend more even thought They can, optimize and spend less

This is what I understand as well, we could utilise the hw better today and make things more efficient but instead we are focusing on making more. TBH I think both need to happen, money should be spent to make better more performant hw and at the same time squeeze any performance we can from what we already have.