Artificial Intelligence
S01E118 : CIRCULAR INDUST. 1/3 : OPENAI / ANTHROPIC
Recorded 05 November 2026. The Cassandra Archive opens the ledger on OpenAI and Anthropic, exposing the circular financing and e-waste mirage behind hyperscale AI.
Supply Chain
GlobalFoundries
AUDIT: GlobalFoundries: The $375 Million Cryptographic Mirage
GlobalFoundries is utilizing a $375 million federal grant to scale post-quantum cryptography hardware. Explore the SEALSQ partnership and the definitive silicon timelines required to secure the domestic supply chain against advanced quantum processors.
Copper Deficit
NOTES: Google / Arqit: Algorithmic Tarps and Rusting Grids
Marcus exposes the physical reality behind AI grid modernization, arguing that software updates and algorithmic routing cannot fix a global copper deficit or replace rusting physical transformers.
Eaton
NOTES: Eaton: Coding Our Way Out of a Copper Deficit
Marcus dismantles the illusion of coding our way out of a physical copper deficit, exposing the dangerous friction between high-margin software dashboards and rusting infrastructure.
Glencore
AUDIT: Glencore / Albemarle: The Sovereign Mineral Illusion
Forensic analysis of Glencore and Albemarle reveals structural deficits in global mineral security and supply chain viability for the EV transition.
Humanoid Robots
NOTES: Agility / Figure AI: The Billion-Dollar Titanium Fleecing
Listen on Listen (episode)SpotifyApple PodcastsRSS The Cassandra Files — forensic audio drama. Katie audits the books, Marcus kills the spin, Killian opens the file. About · Latest · Themes I remember eating a forty-dollar tuna sandwich in a fluorescent Tokyo concourse back in 2018, watching salarymen sprint through the rain. They