I think the most overlooked statement is that there are currently no commercial data centers available that are designed to to handle the requirements of of a world-class farm. And definitely none that can scale to the farms of the future.

The brick wall that AM hit was not an inability to create chips and boards. It was finding a place to put them. The datacenters of today were not designed for the sort of high-heat high-density equipment that make bitcoin mining profitable. They were built for commercial servers and hard drive arrays... very different. Trying to build a mining farm can quickly overwhelm the resources and capacity of a datacenter built for common blade servers. Expansion starts to get really expensive when you count electricity, cooling, and especially infrastucture and even the building itself.

So he solved it.

Building? Poof, it's gone. Replaced by a $3000 shipping container. Cooling? 97% of costs eliminated. Not just high density of chips, but high density of boards. The very definition of optimization.

AM is doing for farms what ASIC technology did to video cards. Making anyone using generic facilities outdated, under-performing, uncompetitive, and obsolete.

He created ASCF: Application-Specific Computing Facility. (Coined here first!)

FC is so far ahead of the curve he is beyond the horizon.