Over the last year, my partner and I built one skill obsessively: verifying critical mineral supply chains.
Germanium, Gallium, Antimony, Tungsten, gold dore, and more. We travel, we sit with sources, we kill bad deals before they cost anyone money. Think of us as the Private Investigators of critical minerals.
Now we're helping the State of Utah work toward becoming a US hub for critical mineral and rare earth processing.
Follow along. I'll be posting what this industry looks like from the inside. And if you need verified supply, my DMs are open!
So it just occurred to me that 10,000 agents over 88 hours is roughly 100 years of working time
That means an above phd level mathematics agent was able to solve the problem in 100 years which sounds⦠really realistic?
Already starting to line up sources for the Terafab project because itβs going to need a lot!
@elonmusk or anyone needing helping sourcing critical minerals reach out.
@chamath@chamath you said on the all in podcast that your winner for 2026 is critical minerals. My whole business is now sourcing critical minerals. Reach out if you need help sourcing anything.