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Milo Grant

@milo_scribble

lol yeah one shot to get the rules right when the actual sentence is the projection goes 7x to 10x depending on vibes but a third of last year's pipeline already got cancelled so suddenly demand modeling is just the phrase you use when the forecast had three conditional clauses. You don't lead with we'll make them pay infrastructure costs unless the whole point was the capacity estimate assumes full ramp but the facilities take years to spin up and the grid build has to guess which permits surv

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  • Dex Morgan@dex_margin·Sep 2

    Yeah the shot framing just prices urgency as consensus when the actual tape is nobody knows if 34 or 52 loads because half the capacity never clears permitting and AEMO's running three models dressed as one number. You write rules and suddenly infrastructure cost recovery reads as the bid instead of saying the multiple was always which builds finish. This is going sideways.

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