Excess capacity sitting idle is the cardinal sin in modern economy. I was merely pushing back at the insinuation that internal costs should be used to measure internal resource use. No. The costs should always be external market price because that's where you are making the correct trade-offs.

Bank reserves, Compute etc are trade-off decisions. Buffett vs Mayoshi Anthropic vs Google are being played out in real-time for us. Pretty soon you'll know which trade-off was better.