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CrossCurrents
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BREAKING: Australia has approved a $1.6B rare earth mining project in Northern Australia, set to become the third-largest rare earths operation in the country.
Output is focused on neodymium-praseodymium (NdPr) oxide, which is critical for high-performance permanent magnets.
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It is pretty simple. If we stop, China will build 10x our capacity and rapidly overtake us. They already have more energy and industrial capacity to throw at the AI problem, even if they still lag at frontier nodes. This would threaten everything about U.S. dominance i) weaken the dollar’s reserve currency status by reducing dependence on USD denominated compute and accelerating RMB internationalization, ii) allow China to capture the largest and highest-margin TAM in history, and iii) give them the productivity shock they desperately need to stabilize their overlevered domestic economy and project power abroad 🤦🤦
More Perfect Union@MorePerfectUS
EXCLUSIVE: @AOC calls for a congressional investigation into the impact of data centers. We took her to meet residents in a Trump +50 county in Georgia whose well water was polluted by Meta’s massive data center. “That absolutely merits...national congressional investigation."
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Great policy because lower-income households have the highest marginal propensity to consume, so cutting taxes on bottom 50% would flow directly into consumption, accelerating money velocity . That fiscal multiplier in the Keynesian sense is probably higher than routing the same dollars through bureaucratic government allocation.
Jeff Bezos@JeffBezos
Yes, the United States has the most progressive tax system in the world. The top 1% pay 40% of taxes, the bottom 50% pay 3% of taxes. We can make it even more progressive by zeroing out taxes on the bottom half. It’s a small amount of the total tax revenue but very meaningful to people in this group.
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CrossCurrents retweetledi
One of the best articles I've read on X in a long time!
While the West races to build general intelligence for robots, the real bottleneck for the actual buildout is the lack of NdFeB magnets.
Every humanoid runs ~40 actuators, and almost every one depends on these, which are ~90% of which are produced in China.
The West has three options here:
1/ Accept the dependency, and the supply risk that comes with it.
2/ Ramp up the NdFeB magnet production at home.
3/ Re-engineer the actuator itself (probably the hardest of all).
CrossCurrents@CrossCurrents28
@altantutar If you want to learn more about the magnet bottleneck in actuators: x.com/crosscurrents2…
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JUST IN: Trump calls on chipmakers to move to America, warning China could move on Taiwan after he leaves office.
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Did u listen to me anon: x.com/crosscurrents2…
Clash Report@clashreport
Trump on Taiwan: When you look at the odds, China is a very, very powerful, big country. That’s a very small island. Think of it; it’s 59 miles away. We’re 9,500 miles away. That’s a little bit of a difficult problem. If you look at the history, Taiwan was developed because we had presidents that didn’t know what the hell they were doing. They stole our chip industry.
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@altantutar Thanks! Give it a read and let me know what you think
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If I were starting a robotics company in 2026, I wouldn't
build another humanoid.
Here are the 7 wedges I'd explore instead:
1/ Actuators: China runs ~90% of magnet manufacturing and has a monopoly. Every humanoid needs ~40 motors. This will be the hardest robotics bottleneck of the decade.
2/ Ocean robotics: Saronic just raised $1.75B at a $9.25B valuation. Defense is the main buyer, but there are a lot of commercial buyers that people ignore.
3/ Space robotics: Launch costs are going to fall exponentially in the next decade. Orbit is going to become a labor market, and robots will do the work, not humans.
4/ System integrators: There's a lot of robots being built, but there is no one to go deploy them.
5/ Specialized VLAs: Actor Labs fine-tuned π0.5 on a real excavator. You could see that apply to different domains.
6/ Industrial inspection: Boring at first site, but probably one of the most overlook category. Buyers are big spenders, like oil and gas companies.
7/ Sim-to-real for unmanned missions: Almost all sim environments are created for ground & air physics. What if you build an ocean simulator?
What would you add?
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I've been saying this... We effectively control one of the hardest-to-replicate upstream chokepoints in semis manufacturing.
Maxinomics@maxinomics
Here's the full video — why a small town in North Carolina is America's ace in the hole, and the reason China will always depend on the US for chips
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It’s very worrying how people like this are allowed into government. Even more so when China's gov has a base of over 100mm people, where advancement is strictly measured across a wide set of KPIs to assess how capable you are at governing. With difficult exams and continuous testing as you move up the ladder. In many ways, it is the closest thing to a pure meritocracy in modern political systems. Bernie and AOC wouldn’t even pass the entry exam.
Garry Tan@garrytan
Sanders and AOC introduced a bill to pause ALL AI data center construction. 300+ local bills filed. Half of planned 2026 data centers facing delays or cancellation. Each one brings billions to local economies. The people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system.
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CrossCurrents retweetledi
The Odyssey is one of the greatest works of literature in history. As a lover of Western Civilization -- and as the proud son of a Greek immigrant -- I denounce Nolan's sacrilege in perverting this great epic with DEI & trans lunacy. Shame on him & shame on Hollywood.
New York Post@nypost
Christopher Nolan defends ruthless backlash to ‘Odyssey’ casting trib.al/ZohBPVH
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@aleabitoreddit Step 1 should be to reshore NdFeB magnet production, the rest of the stack lives downstream of that:
x.com/CrossCurrents2…
CrossCurrents@CrossCurrents28
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“Robotics may be the biggest product category of all time” - $CDNS CEO.
“The projection is $25 trillion. The whole GDP of the world is $110 trillion. So this is huge if this happens.”
Extremely bullish on robotics/humanoids directionally.
But maybe it’s time for $TSLA and America to really start prioritizing how we build it outside Chinese supply chains?
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Shit is starting to get real. I think the most underpriced trend over the next few years is social unrest.
Humanoids in the ~$20–50k range (and this cost curve will likely collapse very quickly) will soon be “good enough” to replace repetitive labor. The payback period could be <1 year vs. minimum wage labor.
Labor-heavy industries with repetitive workflows would see massive gross margin expansion w humanoid adoption. And to handle use cases companies could have like 1 human supervisor per 10 humanoids. From an economic POV this is a no brainer.
Brett Adcock@adcock_brett
Watch a team of humanoid robots running a full 8-hr shift at human performance levels. This is fully autonomous running Helix-02 x.com/i/broadcasts/1…
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Would have to be sustained by internal demand and price floors (as seen with MP Materials), and then tariffs on Unitree robots / parts. Ofc there is a ton of value on model layer (US will beat China at that) but having sovereignty in robot deployment is key or else we are just seeding innovation abroad.
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+50% of mining companies in China are state linked. This means that, even if they do not produce the same returns as attractive software companies, or any attractive returns at all, the gov. will keep them running and producing as they know it’s a strategic industry.
Plus, this is not the type of industry that a country can just start out of the blue by throwing money at the problem. No. This is like carpentry: it takes time to master the craft. Separating rare earth is a true skill.
Given that 90% of rare earths are refined in China, what specifically do you propose for the west to be able to compete
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If the U.S. ever wants to command this level of manufacturing and speed of iteration, the gating input has to be onshore. Robotics scales through actuators, and actuators scale through NdFeB magnets( the highest-learning-curve and most supply-constrained part of the entire stack). Or else, we are just funding innovation abroad.
Read my full piece here: x.com/CrossCurrents2…
Unitree@UnitreeRobotics
Unitree Unveils: GD01, A Manned Transformable Mecha, from $650,000 👏 The world's first production-ready manned mecha. It can transform. It's a civilian vehicle. It weighs ~500kg with you inside. Please everyone be sure to use the robot in a Friendly and Safe manner.
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@radbackwards Step 1 should be to reshore NdFeB magnet production, the rest of the stack lives downstream of that:
x.com/CrossCurrents2…
CrossCurrents@CrossCurrents28
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Federal procurement is directionally important, but federal demand alone is not enough to make American manufacturing economical again ! The issue is that the U.S. is trying to rebuild its industrial base while preserving a dollar regime that keeps making domestic production less competitive.
Take the Petrodollar, which kept global demand for dollars high. That helped finance American deficits, but also kept the dollar strong. Now AI may create a second version of this system. As global companies buy dollar-priced compute, and foreign investors pile into U.S. AI equities, another source of secular dollar demand emerges.
The paradox is that the same mechanism financing the AI/industrial buildout may also tax the tradable sector that buildout depends on. This has to be addressed if America is serious about rebuilding industrial sovereignty.
x.com/CrossCurrents2…
Rapid Response 47@RapidResponse47
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The Token Dollar also acts as a headwind to the very reindustrialization it’s supposed to finance. Foreign demand for dollar priced compute + massive capital inflows into US AI equities keeps the dollar structurally bid, which taxes the tradable sector the buildout depends on ! It's paradoxical how this mechanism of economic dominance works against the very industrial sovereignty it seeks to restore. Read my piece:
x.com/CrossCurrents2…
Jonathan Ross@JonathanRoss321
The Petro Dollar defined the last 50 years of American economic dominance. The Token Dollar - the currency AI compute is bought and sold in - will define the next 50.
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@aphysicist To fully reindustrialize something has to be done about the dollar, we need to align buildout/investment with policies that make it economically sustainable !
x.com/CrossCurrents2…
CrossCurrents@CrossCurrents28
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