• Drone Warfare Is Exposing a New Critical-Minerals Logistics Problem

    Drone Warfare Is Exposing a New Critical-Minerals Logistics Problem
    Some of the most consequential logistics dependencies in the world are almost invisible. A container of steel is visible. A shipment of automobiles is visible. A tanker carrying oil is visible. Their scale makes their importance obvious.
    Germanium is different.
    The amount embedded in an individual system can be measured in grams. Yet germanium is used in technologies where losing access to a tiny quantity of material can prevent a much more valuable product from being manufactured at all. That i
  • Tesla’s Cybercab Is Really a Logistics Network

    Tesla’s Cybercab Is Really a Logistics Network
    Tesla’s Cybercab is being treated as an autonomous-vehicle story. That misses what may become the more interesting problem. Building a vehicle that can drive itself is one challenge. Building a national operating network that can finance, charge, maintain, clean, stage, reposition, and continuously utilize hundreds of thousands of those vehicles is another.Tesla is beginning to acknowledge that distinction. The company is soliciting interest from potential partners in “Cybercab fleet
  • The AI Boom Is Becoming a Logistics Race

    The AI Boom Is Becoming a Logistics Race
    For most of the past four years, the artificial intelligence race has been described as a software race. Who has the best model? Who has the largest model? Who has the best benchmark scores? Which model can reason, code or use tools most effectively?
    Increasingly, those questions describe only the visible layer of the competition. Underneath the models is an enormous physical system: semiconductors, memory, networking equipment, servers, cooling systems, transformers, power generation, transmiss

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