Always have an army
I’d prefer we live in a utopia that doesn’t need 10 million Optimus robots a year to ensure my physical safety and wellbeing. Well, at least there’s still a small window to invest.
China’s New Rare Earths Move
China’s New Rare Earths Move
Trump and Xi meet Thursday. The market’s eyes are on bonds, oil and rates. Meanwhile a Chinese state group is circling a shareholder sitting on the register of America’s own rare earths champion.
Gina and Elon = Robot magnet rock
Gina and Elon = Robot magnet rock
In November 1952, one man flew low through a Pilbara gorge and noticed the walls were the wrong colour. His daughter is doing it again, with magnets.
Can the robot STILL pour my beer?
Can the robot STILL pour my beer?
In 1961 a two tonne arm took the worst job in a New Jersey car plant. The money never went to the carmaker, and it won’t this time either.
What a trillionaire needs
What a trillionaire needs
Nobody can tell you what Elon Musk is worth on any given Tuesday. But his next moonshot needs something ASX dirt happens to hold rather a lot of.
Surprise! This is inevitable
Surprise! This is inevitable
My father bought Tesla at $16 a share. He also taught me that the future arrives before anyone believes it. A billion humanoid robots is next.
The Race is On
The Race is On
China could shut the rare earths tap on 10 November, maybe sooner. Beijing is squeezing its banks for cash while building the fastest robots on earth. Action’s on you US.
We Cost Too Much
We Cost Too Much
Labour eats up to half the cost of building a house in Australia. Elon just launched a car with no steering wheel. The robots are coming for the rest.
Bonds are underwriting our robot future
Bonds are underwriting our robot future
Bonds can topple governments and pick Fed chairs. But the real story is who they are lending to now, and what that means for the rocks under our feet.
China Bowled Underarm, So America Rewrote The Rules
China Bowled Underarm, So America Rewrote The Rules
China spent twenty years building its minerals dominance inside the free market. Washington has finally worked out how, and it is rewriting the rulebook fast.
