Elon Musk was half-right in his comment last week about SoftBank back-pedaling on a gas-turbine order
THE SO WHAT
SoftBank’s gas-turbine wobble is another data point that large capital allocators are rethinking long-lived fossil-heavy infrastructure exposure. If your roadmap assumes cheap, predictable thermal power, start mapping scenarios where counterparties delay or resize commitments as energy, AI, and rate regimes keep shifting.
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