The veto doesn't read as pro-growth, more "don't apply the brake too broadly".. ME-307 was the first state-wide moratorium to get serious traction and one Jay carve-out was the only thing keeping it from law. NY is queued up next. Grid pushback is the part of the AI capex story the 10-Ks aren't really pricing in: https://philippdubach.com/posts/ai-capex-arms-race-who-blink...