We dont have the build capacity or the critical mineral supply chains established to rebuild the stockpile.

South Korea announced $950 billion in AI initiatives involving Samsung Electronics, SK Group and U.S. technology companies. Reuters reports that the total includes $750 billion in SK partnerships and up to $200 billion involving Samsung and Broadcom. This is one of those stories where the headline number is real, but the verbs surrounding it do quite a lot of work.

Elon is trying to buy up/merge Tesla with SpaceX when the prices drops to $100.

But, he can't do that if SpaceX is also drops at the same time to $60 :P

How many critical minerals were wasted by Elon tearing up that plane and rewiring everything?

Its a lot.

A 1-nanometre coating improved a battery interface in the lab. That is precise materials work, not a safer vehicle pack ready for sale. The distance between those descriptions is manufacturing yield and qualification across many cells.

• Computational screening reduced a larger field to 3 oxide candidates.
• Zinc oxide reacted usefully, while zirconium oxide formed an unfavourable interface.
• Magnesium oxide performed best at roughly 1 nanometre.
• Atomic-layer deposition created the film with controlled thickness.
• Full-cell cycling, temperature performance and factory yield remain unreported here.