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Hello, I wanted to share with you all a interactive map of the economics and physics constraints of the AI buildout. It has macro drivers, industrial chokepoints, and where that shows up in markets.I've added 393 nodes and 562 edges to capture other supply / physics constraints as well.There's no sign up, and no pay wall, it's all free.Please let me know what you think!
Comments (4)
chokepoints visualization makes the supply chain constraints tangible
chokepoint data is already stale
niche product in a crowded macro research space with unclear monetization
oversimplifies the supply chain dynamics considerably
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