Easy enough, guy was tryna line up the good stuff, it fell through, and he was like “well I’m not just gonna sit here and experience reality - cough syrup it is”.
Then later the acid came through after all, and he was like “well, it’s important to follow through on commitments”.
Could happen to anybody, really.






I feel like what sounds personally insane to us (and is, don’t get the wrong idea), to the people making such decisions the situation is more like -
“Emerging market with unknown upside thanks to new and evolving capabilities, exploration and competitive advantage shaped and constrained, globally, by hardware capability. Not my money I’m betting, ‘risk’ is extreme opportunity for me, negative consequences borne by others. Let’s go”