copper

4 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jan 16, 2026 by Tyler Denk · across every show →

Everything said about copper, oldest first

Jan 16, 2026 positive

Assertion Supported

Amazon buys the first new American-produced copper in over a decade

“Amazon's buying the first new copper produced in America in over a decade.”

Tyler Denk Jan 16, 2026 ▶ 2:07 Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN

Jan 16, 2026 neutral

Assertion Supported

70% of global copper supply is locked in uneconomical low-grade ore

“70% of the global supply of copper is currently locked away in, or that's not economical to refine into actual copper right now.”

Tyler Denk Jan 16, 2026 ▶ 6:38 Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN

Mar 6, 2026 bullish

Prediction Held up

Coogan: Data centers will use 500K tons of copper annually soon

“Data centers broadly will be using half a million tons of copper annually in a few years.”

John Coogan Mar 6, 2026 ▶ 7:20 Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN

Mar 6, 2026 neutral

Assertion Supported

Coogan: Nvidia GB200 NVL72 server rack contains two miles of copper

“NVIDIA's GB 200 NVL 72 server rack uses over 5000 copper cables. There's 72 GPUs wired together, but you need 5000 copper wires to get it all to work together. If you stretched out all of the copper wire in an NVL 72, From one side to another, it would go two …”

John Coogan Mar 6, 2026 ▶ 6:34 Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN

copper

Everything said about copper, oldest first

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