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> engineering challenges that are broadly constrained by money

You’re comparing semiconductor manufacturing, a domain so concentrated one firm (ASML) produces the world’s cutting-edge instrumentation, and so quick-moving our modern paradigms for growth (Moore’s law to venture capital) emerge from it, to building an international piping and shipping system for a novel fuel that speculatively competes with batteries. Nobody is asking if, given infinite time and resources, these problems could be solved. It’s whether the solution would be competitive with what we have. Unfortunately, this blind optimism is baseline for I’ve seen for hydrogen.




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