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army1987 comments on Counterfactual resiliency test for non-causal models - Less Wrong
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“Limits to what is possible in theory” might be waaay looser than what actually happens, and given that they are an oligopoly it might be the case that pretty much anything reasonable would “make sense economically” if they decide so.
Which still raises the question of why this is so, when it isn't true in other industries. (I don't think the medical industry would have a cure for aging by now even if they'd decided in 1950 to make a roadmap goal of having it by 2000.)