100% this …
Even in their success case, tech bros and finance bros aren’t ready for the utility type returns. And that’s IF the regulatory world can protect it like utility infrastructure.
If open source wins then it’ll be akin to the shale revolution. Lowest cost producer wins…lots of bankruptcies. nostr:note1k903j3lesek5t5k76gsdgkhrnv3ftjr6em4afwd8shv2zcagjjssuzx3ew