I don't have a qualified opinion on the subject of TPU availability. I'm just pointing out that your summary of the DMs ("Notice how their optimism dries up, a

I don't have a qualified opinion on the subject of TPU availability. I'm just pointing out that your summary of the DMs ("Notice how their optimism dries up, and not because I was telling them how bad TRC has become. It’s because their TPUs kept dying") is the opposite of what the DMs show.