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Stellar analysis of how corporate efficiency becomes systemic vulnerability. Your observation that hyper-efficiency is indistinguishable from fragility perfectly captures the paradox of modern infrastructure. The comparison to "too big to fail" banks is apt, but theres a crucial difference: we have centuries of regulatory frameworks for financial utilities while critical internet infrastrcture remains essentialy ungoverned. The market's $4 billion punishment reflects growing awareness that concentration risk isnt just an operational issue anymore, its an existential one for companies whose entire revenue model depends on uptime.

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