I mean, they were already capacity constrained and just introduced a larger model that takes more capacity to run... They were gonna have to hand some business to competitor one way or another.
Price is based on perceived value, not cost to produce. There is no international court of price justifications; if customers are willing to pay $X you can charge $X.
Exactly. The company should care because it drives margins. But pricing to customers should not change unless it was artificially high (competitors offer more value for same money) due to profitability concerns.
I am willing to bet that the SpaceX deal is probably why Fable's launching now, as they are much less compute constrained than they were a month ago.