If they remain as ambitious as they are/were in interviews, they are going to build larger multi-modal models. If they are loyal to their initial philosophy "Achieve safe AGI by using lead time" then they will try to outspend everybody else. Content of their spending cannot be known without insider information (which I don't have), but this business model is ripe for inefficiency for the sake of obtaining first mover's advantage.
It is "unpopular" to say this, especially this bluntly, but low-skill labor can be made as cheap as you want it to be. If my numbers aren't wrong, average Uber/Lyft worker works for less than hourly local minimum wage (don't say tips, ~80% of Uber customers don't tip). But they accept it because of lack of opportunity, flexibility of gig jobs, and potential for working many jobs.
This is going to be anectodal. In my experience, they mostly don't know. Also, I have been to countries where Uber would charge you 4-5x of what they pay to drivers. In those countries, taking a cab would be half the cost of Uber albeit at a "perceived" risk to your well-being. Uber knows how to monetize convenience and risk-aversity.
There is also a fundamental floor how cheap compute can be: infrastructure costs, hardware depreciation, maintenance. Realistically, in next 5 years, we will not reach negligible compute costs. You can ask crypto-currency community about the limits of compute costs.
It is "unpopular" to say this, especially this bluntly, but low-skill labor can be made as cheap as you want it to be. If my numbers aren't wrong, average Uber/Lyft worker works for less than hourly local minimum wage (don't say tips, ~80% of Uber customers don't tip). But they accept it because of lack of opportunity, flexibility of gig jobs, and potential for working many jobs.