The VRC thread is starting to resemble a cult, don't ask questions just believe.
Have you contemplated the possibility that you may not have all the answers? I know I don't.
Even SH qualified the expectation around the "headline" numbers. Why? Because this is an early stage project, it is a long way from being derisked.
Independent thinking and critical analysis is key to stress testing your investment. It's niaive to simply exclude an alternate view because it conflicts with your portfolio.
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