Because the quote is irrational/solvent so you have to stick with those words. The similarity is a failed attempt to wait out a disadvantageous price regardless of the specific reason driving said price.

Even in the context of the original quote the price is only "irrational" in the eyes of the person trying (and failing) to play the market. "But you can't do that, that doesn't make any sense!" spoken by a person who has failed to fully grasp the situation.

Agree. And we don't even know if they're bleeding out doing it. Google is on more efficient hardware and they fully control their ecosystem. And that ecosystem can feed into and be fed by their other ecosystems. OAI just has LLMs.

It is just Google’s business model, and why OpenAI has to do ads better faster.

But you can bet there was more economic foresight going on at Google than OpenAI.