Fat Tail Daily – ASX Updates | Small caps | Commodities

Before we get too carried away with the AI revolution narrative, perhaps we should check in on how our silicon overlords are handling simpler tasks. Like, say, passing the butter.

Whether our future energy comes from solar farms, wind turbines, or nuclear reactors, it still travels through transmission lines. The builders and owners get paid either way.

The critical minerals rally has been spectacular, but if you’re reading about it in mainstream press, seeing it discussed on social media, and watching your neighbour pile in, then the easy money has already been made.

One day very soon, you’ll wake up to headlines that change everything about digital security.