Yes its interesting both because of the series of winner-take-all competitions, but also because while cost-of-processing X computations is linear with scaling,

Yes its interesting both because of the series of winner-take-all competitions, but also because while cost-of-processing X computations is linear with scaling, the processing threshold X is not a constant, but a variable based on competition. You are incentivized to increase costs/performance wherever that will allow you to win competitions. What costs do that? Any cost that increases your speed faster than linear - i.e. transitions to new hardware tech. Note that if the cost of the transition is achievable but extremely high, that actually makes the transition more attractive. It is a barrier to followers who won't be rewarded as much for their investment as the first to do so will be. A hyper competitive market.