WIRTW: China's minerals, AI financing, Nobel winners, robotics...
chamath.substack.com · 1,001 words · saved by 1 readers
China tightens control over minerals and money, AI financing carries us GDP growth, the 2025 Nobel prizes, and more.
Caught My Eye… 1) China Tightens Control over Minerals and Money On October 9th, China added five heavy rare earths to its export-control list and requires licensing for processing equipment that will go into effect on December 1st. This is an extension of the initial restrictions that were placed in April of 2025 in response to Trump’s tariffs. The move is framed as a safeguard to national security with some space carved out for applications in humanitarian aid. Anything else that is dual use with even 0.1% value in their rare earths will need to submit relevant documents for approval.…
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