Not an insider but isn't it obvious? Too expensive and it can only crash once. Regular wind turbines are probably cheaper and failsafe. Should have pivoted but it is a make it work at all costs kind of vanity project. Once you go big pivoting is not an option. Investors don't want to hear that. They just want a delivery date.

I was on one of these multi-billion boondoggle projects. Basically people keep it going even though it is not viable. Telltale sign is the project is spun off or 'cut loose' to die.

The product can be totally amazing though and parts of it could be a viable company on its own. Maybe these projects should be structured in a way that each component is a business entity.