I mean, this is like the moon landing — private companies can build the technology, but it's not going to get deployed at scale unless a government sponsors it

I mean, this is like the moon landing — private companies can build the technology, but it's not going to get deployed at scale unless a government sponsors it, because there's not a clear path to profit. And like, is congress going to spend $10B deploying this at scale? That would be great, but they can't even pass a budget.