Sure, should have. I think indicators in the last year have pointed to the domain developing much faster than anticipated, with Ilya seemingly incredulous at how well models he spend his career developing, suddenly started working and scaling incredibly well. If they thought billions of "donations" would sustain development in commercial capabilities X within constraints of the mission, but got X^10 way outside constraints, and their explicit goal was to to make sure X^10 doesn't arrive without Y^10 in consideration for safety, it's reasonable for hard liners to reevaluate, and if forces behind the billions get in the way, to burn it all down.
Sure, should have. I think indicators in the last year have pointed to the domain developing much faster than anticipated, with Ilya seemingly incredulous at how well models he spend his career developing, suddenly started working and scaling incredibly well. If they thought billions of "donations" would sustain development in commercial capabilities X within constraints of the mission, but got X^10 way outside constraints, and their explicit goal was to to make sure X^10 doesn't arrive without Y^10 in consideration for safety, it's reasonable for hard liners to reevaluate, and if forces behind the billions get in the way, to burn it all down.