The important thing is that there is qualitative improvement only from quantitive increase. Other software doesn't function like this, switching to a better CPU

The important thing is that there is qualitative improvement only from quantitive increase. Other software doesn't function like this, switching to a better CPU won't enable new features in Excel. This is not a given, and the fact that there is some proof that it could happen is significant, although it's too early and unsure to really tell. We are nowhere near the border of the amount of resources we can put into a bigger model, what if it just keeps getting better?