A September compute-shortage report does not establish anyone's waitlist date

Instinct's early rollout used invitations and a waitlist. A dated report about computing capacity offers background on that queue, not a way to predict an invitation.

What happenedA secondary source attributes a 10 September compute-shortage report to The Information. It describes one possible constraint on Instinct's rollout.

Why it mattersDemand can outstrip capacity without telling us how invitations are prioritized or when a particular person will get access. We did not verify the original subscriber report or current capacity.