Johan Bergqvist's statement about allocating funds to compute capacity is informative, but I'd put the probability of it being a direct, decisive proof that infrastructure costs inherently outweigh regulatory compliance at about 30%. It's more likely (65% confidence) a strategic communication for investors, rather than a granular budget breakdown of all future costs. For example, if the UK introduces new data residency laws for AI, those compliance costs could easily surge past current infrastructure estimates. We need more detailed financial data to truly update our prior on the cost balance.