America may have a very large tungsten resource beneath Railroad Valley in Nevada. The awkward part is that NASA needs the same flat desert surface to keep Earth observing satellites honest.
The AI trade just produced a useful stress test. Situational Awareness lost 67 percent of its assets in July after debt magnified a sharp fall in technology shares, showing how a strong thesis can still fail when the financing clock runs faster than the investment clock.
The next AI bottleneck is not another model release. It is financing enough power and hardware to run the models. A reported $15 billion funding package for an Anthropic campus in Texas shows how bank debt, corporate guarantees, and physical energy assets now meet in one structure.
Shell delivered a simple energy market lesson in its July 30 results. Price volatility and trading skill can produce exceptional profit even when the physical system moves fewer molecules.
Celestica has become one of the clearest public gauges of AI infrastructure demand beyond chips. Its second quarter numbers show rapid growth in network switches, compute systems, and storage, but also expose a tighter dependence on a few very large buyers.
Waymo plans to offer its own ride app in Austin and Atlanta in January 2028, ending the exclusive route through Uber. The change will test whether robotaxi value sits mainly in the autonomous fleet or in the platform that pools rider demand.
Ethereum’s next execution changes will create more data about what a block touched. A small Geth patch asks an important question: when a block fails validation, should the client keep that evidence or discard the most useful part?