The WHY layer showed the urgency and the report mapped the forces. H1 covers the next 90 days, the moves that lose value every quarter they wait; H2 is the 12–24 month capability that makes origin and grid access part of how you plan; H3 is the 3–5 year shift you steer toward now.
Every quarter you scale a frozen robot platform or wait for an unpromised connection date, the cost of reversing gets bigger.