I think there are analogies to the article the other day on fear-driven investments in automation industries. As well as post-WWI naval construction. To wit, c

I think there are analogies to the article the other day on fear-driven investments in automation industries. As well as post-WWI naval construction. To wit, can they afford not to sink money into it, if their competitors are, even if success if less than certain? The rewards that seem like they would be realized are generational enough so as to render much of the existing market obsolete. So to be caught without any expertise, on a risk-basis is more costly than seemingly dumping money down the drain.