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Found it. Only zoomed out does it become obvious. Since there's already a tutorial prompt, clicking the prompt to then zoom out or  move the camera and focus on the connections would be helpful. Have not played city builders before and I don't know the common tropes that might make sense to others.

Checked the backlog of comments and didn't see anything mentioning connecting the substation and utility pole. Maybe it's obvious, but thankfully I'm oblivious. I filled the substation with utility poles and the tutorial never registered. I build a second one, tried connecting that one by building poles next to it and down the road. They all have the disconnected icon. No menu option to connect. No further information in the tutorial on what should be done.

It's probably because the Bitrat executable is a launcher that unpacks the game  to a subfolder as ai_escape_small to run, which is the actual game? This is suspicious behavior but also normal for game platforms, probably a function of Gamemaker studio that makes the antivirus weirded out.