The Infrastructure Metal Hierarchy in the Age of AI and Robotics (Notes) Core Perspective • The essence of the AI and robotics era is not intelligence itself , but physical infrastructure . • What truly matters are the metals that support electricity, heat, magnetism, and structure . • These metals should not be viewed as short-term investment themes, but as a list of essential materials required for civilization to function . Metal Hierarchy (by Strategic Importance) [S Rank] Copper Role: The circulatory system of electricity and heat • Power grids • Data centers • AI servers • Robot wiring • EV motors Key Characteristics • Almost impossible to substitute • Very large market size; price movements are slow • Prices move first, physical premiums appear later • Shortages tend to show up not as price spikes, but as longer delivery times and worsening contract terms → The metal of civilization itself [A Rank] Nickel Role: Strength, heat resis...

Notes on AI, Strategy, Compute Resources, and ROI 1. The Human Mind and Abstraction • The human mind contains an emotional layer responsible for abstraction . • This emotional layer is not noise; it compresses and reduces the search space in advance . • Through this emotional layer, humans unconsciously perform information compression on the order of 3 to 10 orders of magnitude . • This compression is what makes instant decision-making possible even in highly complex situations . 2. Subtraction → Complex Computation • The correct order is: Subtraction (reduction / compression) → Complex computation (optimization) . • If full exploration is performed using logic and algorithms alone, → wasted compute resources grow exponentially . • The core problem is not insufficient compute power , but poor search space design . 3. Division of Roles: Strategists and Tacticians • Strategists • Compress and reduce information • Decide what not to do • Design...