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critical minerals

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Mar 6, 2026 by Emil Michael · across every show →

Everything said about critical minerals, oldest first

Mar 6, 2026 positive
Assertion Supported
Emil Michael: DARPA is using synthetic biology to extract critical minerals
“One of the things that they're working on that's public is they're trying to use biology to synthesize critical minerals.”
Emil Michael Mar 6, 2026 ▶ 1:18:31 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
Jun 10, 2026 bullish
Insight
AI compute revolution is vastly more infrastructure-intensive than prior tech cycles
“We have this technological compute revolution that is infinitely more infrastructure intensive than compute was in the last generations, and this is creating this really wild demand shock for infrastructural critical minerals, commodities, at the same time whe…”
Dan Dreyfus Jun 10, 2026 ▶ 2:53 Dan Dreyfus: The Next AI Bottleneck is Copper
Jun 10, 2026 bearish
Prediction Not checkable as stated
US will need 10 to 20 years to catch China in critical minerals
“China has an absolute grip, it's absolute, on all of these critical minerals. And it's gonna take at least 10 years, probably 20 to catch up”
Dan Dreyfus Jun 10, 2026 ▶ 7:35 Dan Dreyfus: The Next AI Bottleneck is Copper
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