Groundtruth Brief: Critical Minerals & AI Supply Chain
One vertical. One signal. One decision. Every week. We map the chokepoints of the global energy and AI transition — from lithium pits to semiconductor fabs — and tell you what moves before it moves the market.
Current focus: Critical Minerals & AI Supply Chain — lithium, rare earths, semiconductors, synthetic graphite, and AI compute hardware.
What You Receive
A weekly brief built to be used, not filed.
WorldGraph-Live
Every entity mapped, scored, and watched — 1.58M entities, 12 signal classes, continuous monitoring.
12-Detector Signal Stack
Sanctions, ownership shifts, algorithmic anomalies, geopolitical flashpoints — each signal carries a falsification condition.
One Decision-Ready Brief
Not a digest. One sharp brief per week with a single actionable recommendation and the exact conditions under which it would be wrong.
Vizier Access
Ask follow-ups, request deep-dives, or request crisis briefings via encrypted Signal — response within minutes.
Coverage Lanes
Five chokepoint lanes. One brief.
Pricing
Three tiers. One decision.
Pilot to prove value. Standard to scale. Organisation when intelligence is infrastructure.
Pilot
3-month commitment
- Weekly Groundtruth Brief (1 vertical)
- Signal alerts for up to 5 tracked entities
- Vizier on Signal (request channel)
- Falsification conditions on every claim
- Monthly review call
Standard
Month-to-month
- Weekly Groundtruth Brief (1 vertical + adjacent signals)
- Signal alerts for up to 15 tracked entities
- Vizier on Signal (priority channel)
- Crisis briefings (12–24h turnaround)
- Quarterly strategic review
See what others merely read about.
Start with a 3-month pilot. If the signal quality does not exceed your current intelligence sources, we refund the full amount.