Investors should ignore the mining juniors and watch the infrastructure players who will be paid by governments to build the ports and power grids required to make these reserves viable.
Source 17/17
Source 17/17
January 22, 2026 at 1:02 AM
Investors should ignore the mining juniors and watch the infrastructure players who will be paid by governments to build the ports and power grids required to make these reserves viable.
Source 17/17
Source 17/17
The astronomical cost of Arctic extraction means these minerals will remain in the ground as long as global trade remains even slightly functional. The real signal here isn't the raw tonnage, but the strategic shift of the US and its allies toward "friend-shoring" resources at any cost. 16/17
January 22, 2026 at 1:02 AM
The astronomical cost of Arctic extraction means these minerals will remain in the ground as long as global trade remains even slightly functional. The real signal here isn't the raw tonnage, but the strategic shift of the US and its allies toward "friend-shoring" resources at any cost. 16/17
5 million metric tons of rare earth reserves, positioning it as a critical hedge against China’s supply chain dominance.
Greenland is not a mining play; it is a long-dated call option on Western supply chain security. 15/17
Greenland is not a mining play; it is a long-dated call option on Western supply chain security. 15/17
January 22, 2026 at 1:02 AM
5 million metric tons of rare earth reserves, positioning it as a critical hedge against China’s supply chain dominance.
Greenland is not a mining play; it is a long-dated call option on Western supply chain security. 15/17
Greenland is not a mining play; it is a long-dated call option on Western supply chain security. 15/17
Expect "Sovereign AI" initiatives to pivot aggressively from software subsidies to massive, state-sponsored hardware infrastructure.
Source
Finance
1. Greenland’s Rare Earths as a Geopolitical Insurance Policy
Greenland holds 1. 14/17
Source
Finance
1. Greenland’s Rare Earths as a Geopolitical Insurance Policy
Greenland holds 1. 14/17
January 22, 2026 at 1:02 AM
Expect "Sovereign AI" initiatives to pivot aggressively from software subsidies to massive, state-sponsored hardware infrastructure.
Source
Finance
1. Greenland’s Rare Earths as a Geopolitical Insurance Policy
Greenland holds 1. 14/17
Source
Finance
1. Greenland’s Rare Earths as a Geopolitical Insurance Policy
Greenland holds 1. 14/17
We are entering a phase where the primary constraint on AI isn't algorithmic brilliance or data availability, but the physical limits of a single company's cleanrooms. 13/17
January 22, 2026 at 1:02 AM
We are entering a phase where the primary constraint on AI isn't algorithmic brilliance or data availability, but the physical limits of a single company's cleanrooms. 13/17
TSMC’s "underinvestment" is less a tactical error and more a strategic use of scarcity to maintain peak margins. The industry's hope for Intel or Samsung to provide a "vent" for this pressure is currently a pipe dream given their persistent yield issues. 12/17
January 22, 2026 at 1:02 AM
TSMC’s "underinvestment" is less a tactical error and more a strategic use of scarcity to maintain peak margins. The industry's hope for Intel or Samsung to provide a "vent" for this pressure is currently a pipe dream given their persistent yield issues. 12/17
The TSMC Bottleneck: AI’s Growth is a Hostage Situation
TSMC’s capacity constraints are creating a "brake" on the AI industry, highlighting the desperate need for foundry competition. 11/17
TSMC’s capacity constraints are creating a "brake" on the AI industry, highlighting the desperate need for foundry competition. 11/17
January 22, 2026 at 1:02 AM
The TSMC Bottleneck: AI’s Growth is a Hostage Situation
TSMC’s capacity constraints are creating a "brake" on the AI industry, highlighting the desperate need for foundry competition. 11/17
TSMC’s capacity constraints are creating a "brake" on the AI industry, highlighting the desperate need for foundry competition. 11/17
high-paid laborer. The gap between the 99th percentile and the 90th percentile is no longer a small margin; it is the difference between a global monopoly and total irrelevance.
Source
2. 10/17
Source
2. 10/17
January 22, 2026 at 1:02 AM
high-paid laborer. The gap between the 99th percentile and the 90th percentile is no longer a small margin; it is the difference between a global monopoly and total irrelevance.
Source
2. 10/17
Source
2. 10/17
In an AI-accelerated economy, the middle class of "pretty good" talent is being hollowed out because their output scales linearly. If your business or career doesn't have a built-in compounding mechanism—where each unit of work makes the next unit easier or more valuable—you are effectively a 9/17
January 22, 2026 at 1:02 AM
In an AI-accelerated economy, the middle class of "pretty good" talent is being hollowed out because their output scales linearly. If your business or career doesn't have a built-in compounding mechanism—where each unit of work makes the next unit easier or more valuable—you are effectively a 9/17
The Superlinear Trap: Why Linear Effort is a Dead End
Paul Graham argues that superlinear returns, driven by compounding and threshold effects, dominate high-value fields like tech and science. 8/17
Paul Graham argues that superlinear returns, driven by compounding and threshold effects, dominate high-value fields like tech and science. 8/17
January 22, 2026 at 1:02 AM
The Superlinear Trap: Why Linear Effort is a Dead End
Paul Graham argues that superlinear returns, driven by compounding and threshold effects, dominate high-value fields like tech and science. 8/17
Paul Graham argues that superlinear returns, driven by compounding and threshold effects, dominate high-value fields like tech and science. 8/17
first-class compute platform. Betting on this stack now is the only way to handle the 100x increase in data density we expect over the next 24 months.
Source
Business
1. 7/17
Source
Business
1. 7/17
January 22, 2026 at 1:02 AM
first-class compute platform. Betting on this stack now is the only way to handle the 100x increase in data density we expect over the next 24 months.
Source
Business
1. 7/17
Source
Business
1. 7/17
As AI-driven data generation explodes, high-performance visualization shifts from a luxury to a survival requirement for enterprise dashboards. While WebGPU adoption is currently hampered by browser and hardware fragmentation, it represents the definitive move of the browser toward becoming a 6/17
January 22, 2026 at 1:02 AM
As AI-driven data generation explodes, high-performance visualization shifts from a luxury to a survival requirement for enterprise dashboards. While WebGPU adoption is currently hampered by browser and hardware fragmentation, it represents the definitive move of the browser toward becoming a 6/17
WebGPU and the Performance Floor for Big Data
ChartGPU leverages WebGPU to handle massive datasets that traditional WebGL and Canvas libraries struggle to render.
Stop trying to optimize legacy rendering stacks for real-time telemetry; the ceiling is too low. 5/17
ChartGPU leverages WebGPU to handle massive datasets that traditional WebGL and Canvas libraries struggle to render.
Stop trying to optimize legacy rendering stacks for real-time telemetry; the ceiling is too low. 5/17
January 22, 2026 at 1:02 AM
WebGPU and the Performance Floor for Big Data
ChartGPU leverages WebGPU to handle massive datasets that traditional WebGL and Canvas libraries struggle to render.
Stop trying to optimize legacy rendering stacks for real-time telemetry; the ceiling is too low. 5/17
ChartGPU leverages WebGPU to handle massive datasets that traditional WebGL and Canvas libraries struggle to render.
Stop trying to optimize legacy rendering stacks for real-time telemetry; the ceiling is too low. 5/17
Designers who cannot transition from "drawing screens" to "architecting intent" will find themselves obsolete in a world where UI is generated on the fly to suit a specific moment.
Source
2. 4/17
Source
2. 4/17
January 22, 2026 at 1:02 AM
Designers who cannot transition from "drawing screens" to "architecting intent" will find themselves obsolete in a world where UI is generated on the fly to suit a specific moment.
Source
2. 4/17
Source
2. 4/17
The next generation of winning products won't be defined by their design systems, but by how easily their functional primitives can be consumed by a machine. 3/17
January 22, 2026 at 1:02 AM
The next generation of winning products won't be defined by their design systems, but by how easily their functional primitives can be consumed by a machine. 3/17
The Graphical User Interface (GUI) is rapidly becoming a legacy tax on productivity. When agents can call APIs and CLI tools directly, the "look and feel" of an application matters less than the clarity of its underlying logic. 2/17
January 22, 2026 at 1:02 AM
The Graphical User Interface (GUI) is rapidly becoming a legacy tax on productivity. When agents can call APIs and CLI tools directly, the "look and feel" of an application matters less than the clarity of its underlying logic. 2/17
server farm next to the exchange. The wall between "crypto" and "traditional finance" has officially collapsed, but the house still wins.
Source 12/12
Source 12/12
January 21, 2026 at 1:02 AM
server farm next to the exchange. The wall between "crypto" and "traditional finance" has officially collapsed, but the house still wins.
Source 12/12
Source 12/12
Moving to 24/7 tokenized trading isn't a win for retail investors; it's a gift to high-frequency algorithms that never sleep. While the NYSE frames this as modernization, it will likely lead to extreme volatility during off-hours and further disadvantage any participant who isn't running a 11/12
January 21, 2026 at 1:02 AM
Moving to 24/7 tokenized trading isn't a win for retail investors; it's a gift to high-frequency algorithms that never sleep. While the NYSE frames this as modernization, it will likely lead to extreme volatility during off-hours and further disadvantage any participant who isn't running a 11/12
NYSE Tokenization and the Death of Market Downtime
The New York Stock Exchange is developing a blockchain-based platform for 24/7 trading of tokenized securities.
Analysis: This is the ultimate victory of "The Machine" over the human trader. 10/12
The New York Stock Exchange is developing a blockchain-based platform for 24/7 trading of tokenized securities.
Analysis: This is the ultimate victory of "The Machine" over the human trader. 10/12
January 21, 2026 at 1:02 AM
NYSE Tokenization and the Death of Market Downtime
The New York Stock Exchange is developing a blockchain-based platform for 24/7 trading of tokenized securities.
Analysis: This is the ultimate victory of "The Machine" over the human trader. 10/12
The New York Stock Exchange is developing a blockchain-based platform for 24/7 trading of tokenized securities.
Analysis: This is the ultimate victory of "The Machine" over the human trader. 10/12
" When an LLM's recommendation is influenced by the highest bidder, the utility of the tool shifts from being a personal advocate to a corporate salesman, effectively turning ChatGPT into Google Search 2.0 with a friendlier voice.
Source
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Finance
1. 9/12
Source
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Finance
1. 9/12
January 21, 2026 at 1:02 AM
" When an LLM's recommendation is influenced by the highest bidder, the utility of the tool shifts from being a personal advocate to a corporate salesman, effectively turning ChatGPT into Google Search 2.0 with a friendlier voice.
Source
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Finance
1. 9/12
Source
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Finance
1. 9/12
OpenAI’s massive compute burn has finally outpaced its subscription growth, forcing it to embrace the very search-ad model it once promised to disrupt. The real concern isn't just seeing banners; it's "sponsored reasoning. 8/12
January 21, 2026 at 1:02 AM
OpenAI’s massive compute burn has finally outpaced its subscription growth, forcing it to embrace the very search-ad model it once promised to disrupt. The real concern isn't just seeing banners; it's "sponsored reasoning. 8/12
OpenAI Admits Defeat to the Ad-Supported Model
OpenAI has officially introduced ads into ChatGPT, signaling a shift from a pure subscription-based utility to a traditional attention-monetization engine.
Analysis: This is the inevitable end of the AI honeymoon. 7/12
OpenAI has officially introduced ads into ChatGPT, signaling a shift from a pure subscription-based utility to a traditional attention-monetization engine.
Analysis: This is the inevitable end of the AI honeymoon. 7/12
January 21, 2026 at 1:02 AM
OpenAI Admits Defeat to the Ad-Supported Model
OpenAI has officially introduced ads into ChatGPT, signaling a shift from a pure subscription-based utility to a traditional attention-monetization engine.
Analysis: This is the inevitable end of the AI honeymoon. 7/12
OpenAI has officially introduced ads into ChatGPT, signaling a shift from a pure subscription-based utility to a traditional attention-monetization engine.
Analysis: This is the inevitable end of the AI honeymoon. 7/12
The competitive moat for the next two years won't be the model you use, but the cleanliness of the data you feed it; without it, your agents are just fast-moving engines for compounding operational errors.
Source
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Business
1. 6/12
Source
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Business
1. 6/12
January 21, 2026 at 1:02 AM
The competitive moat for the next two years won't be the model you use, but the cleanliness of the data you feed it; without it, your agents are just fast-moving engines for compounding operational errors.
Source
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Business
1. 6/12
Source
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Business
1. 6/12
. The "agentic chaos" predicted for 2026 is a direct result of management's obsession with flashy LLM capabilities while ignoring the rot in their underlying data silos. 5/12
January 21, 2026 at 1:01 AM
. The "agentic chaos" predicted for 2026 is a direct result of management's obsession with flashy LLM capabilities while ignoring the rot in their underlying data silos. 5/12